Use Cases
- 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
How It Works
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
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL to match your lead capture form
- 3Set up Google Sheets with the appropriate sheet ID
- 4Input your CRM credentials for contact management
- 5Customize the email and WhatsApp message templates
- 6Test the workflow to ensure all connections are functioning
Apps Used
Google Sheets
WhatsApp
Categories
Target Roles
Tags
#process automation
#email automation
#notifications