Use Cases
- Automate lead qualification from web forms to CRM systems
- Reduce manual data entry for sales teams
- Enhance real-time lead management and tracking
- Integrate web form submissions with Freshsales seamlessly
- Improve error handling and team communication through Slack
How It Works
Triggers on incoming web form submissions via a webhook Fetches lead data from the specified web form URL Sends the fetched lead data to Freshsales for qualification Handles errors by notifying the team through Slack
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL for your web form
- 3Set the correct URL for fetching web form data
- 4Update the Freshsales endpoint with your credentials
- 5Test the workflow to ensure data is processed correctly
Apps Used
Freshsales
Slack
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#slack automation