Use Cases
- Automatically add leads from web forms to Salesforce.
- Streamline lead management processes by reducing manual data entry.
- Receive instant notifications for errors in lead processing.
How It Works
Triggers on incoming web form submissions via a webhook. Fetches additional lead data from a specified web form endpoint. Sends the collected lead information to Salesforce for CRM integration. Handles errors by sending alerts to a Slack channel.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook URL and set up your web form to send data.
- 3Update the web form endpoint URL in the Fetch data node.
- 4Set the Salesforce endpoint URL in the Send to Salesforce node.
- 5Test the workflow to ensure data is being processed correctly.
Apps Used
Salesforce
Slack
Web Forms
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management