Lead capture automation from Webhook to CRM and communication channels

• Automate lead capture from web forms to CRM systems
• Send immediate follow-up emails to new leads
• Engage leads via WhatsApp for better communication
• Maintain a backup of leads in Google Sheets for data integrity
• Update CRM records automatically based on lead interactions

Capture lead information through a webhook Log lead details in Google Sheets for backup Add the lead as a contact in the CRM Send a warmup email to the lead for engagement Send a WhatsApp message to initiate direct communication Update the lead's status in the CRM as a customer

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the webhook URL to match your lead capture form
3. 3
   Set up Google Sheets with the appropriate sheet ID
4. 4
   Input your CRM credentials for contact management
5. 5
   Customize the email and WhatsApp message templates
6. 6
   Test the workflow to ensure all connections are functioning