Use Cases
- Automatically add leads from web forms to CRM systems.
- Notify teams about errors in lead processing via Slack.
- Enhance customer relationship management with real-time data updates.
How It Works
Triggers on receiving a POST request from a web form. Fetches lead data from a specified web form URL. Sends the collected lead data to Zoho CRM for processing. 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 HTTP request URL to fetch data from your web form.
- 4Adjust the Zoho CRM endpoint and authentication details.
- 5Specify the Slack channel for error notifications.
Apps Used
Zoho CRM
Slack
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management