Use Cases
- Automatically assign web form leads to sales representatives
- Integrate web form submissions with Salesforce for lead management
- Enhance response times for new inquiries from potential customers
How It Works
Triggers on receiving data from a web form via a webhook Fetches additional data from the web form using an HTTP GET request Sends the collected data to Salesforce using an HTTP POST request Handles errors by sending notifications to a designated Slack channel
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL to match your web form settings
- 3Set up the Salesforce integration with your account credentials
- 4Test the workflow by submitting a sample web form
Apps Used
Salesforce
Slack
Categories
Industries
Tags
#process automation
#notifications
#workflow management