- Capture leads from web forms automatically.
- Log lead information in Google Sheets for easy access.
- Add new contacts to a CRM system seamlessly.
- Send personalized welcome emails to new leads.
- Communicate with leads via WhatsApp for immediate engagement.
- Update CRM tags to reflect customer status automatically.
Webhook captures lead information from a form submission. Lead data is logged into Google Sheets for backup. New contacts are added to the CRM system for management. A warmup email is sent to the lead to initiate communication. A WhatsApp message is dispatched to engage the lead directly. CRM tags are updated to reflect the lead's new status as a customer.
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook path to match your lead capture form.
- 3Set up Google Sheets with the correct sheet ID.
- 4Input your CRM credentials for contact management.
- 5Customize the email and WhatsApp message templates as needed.
- 6Test the workflow to ensure all integrations function correctly.