Use Cases
- Automate follow-up email scheduling for web form submissions
- Integrate web form data directly into Salesforce for lead management
- Enhance customer engagement through timely follow-ups
How It Works
Trigger the workflow with a webhook upon web form submission Fetch data from the submitted web form Send the fetched data to Salesforce for lead management Handle errors by sending notifications to Slack
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL to match your web form settings
- 3Set up the Salesforce endpoint with the necessary authentication
- 4Test the workflow to ensure data is correctly sent and received
Apps Used
Salesforce
Slack
HTTP Request Service
Categories
Target Roles
Tags
#email automation
#notifications
#process automation