Use Cases
- Automatically add leads from web forms to your CRM system.
- Notify your team on Slack about errors in lead processing.
- Streamline lead management for sales teams.
How It Works
Trigger the workflow with a webhook when a new lead is submitted. Fetch lead data from the specified web form. Send the lead data to Copper for CRM integration. 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 submission endpoint.
- 3Set up the correct Slack channel for error notifications.
- 4Test the workflow by submitting a lead through the web form.
Apps Used
Web form
Copper
Slack
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management