Use Cases
- Automatically add leads from web forms to Freshsales.
- Reduce manual data entry errors in lead management.
- Streamline the lead capture process for sales teams.
- Receive instant notifications for errors in lead processing.
How It Works
Webhook trigger captures incoming lead data from the web form. Fetch additional data from the web form using an HTTP request. Send the consolidated lead information to Freshsales. Handle errors by notifying the team via Slack.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL in your web form settings.
- 3Set up the Freshsales API credentials in the workflow.
- 4Test the workflow by submitting a lead through the web form.
Apps Used
Freshsales
Slack
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management