Use Cases
- Capture leads from online forms and send them to Salesforce.
- Automate lead data entry to reduce manual effort.
- Improve response time for new leads by integrating web forms with CRM.
How It Works
Webhook trigger captures incoming lead data from the web form. Fetches additional data from the web form using an HTTP request. Sends the collected lead data to Salesforce for processing. Handles errors by sending notifications to a 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 for fetching data from the web form.
- 4Adjust the Salesforce endpoint in the send request node.
- 5Test the workflow to ensure leads are captured and sent correctly.
Apps Used
Salesforce
Slack
Web Forms
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications