Use Cases
- Automatically assign leads from web forms to sales teams
- Integrate web form submissions with Freshsales for efficient lead management
- Notify teams of errors in data transfer to ensure prompt resolution
How It Works
Triggers workflow upon receiving a web form submission Fetches data from the specified web form Sends the collected data to Freshsales for lead assignment Handles errors by sending notifications to a designated Slack channel
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL to match your web form settings
- 3Set up the Freshsales API credentials in the workflow
- 4Test the workflow by submitting a web form and checking Freshsales for lead assignment
- 5Monitor the Slack channel for error notifications
Apps Used
Freshsales
Slack
Categories
Industries
Tags
#process automation
#notifications
#slack automation