Use Cases
- Automate lead qualification from web forms to Salesforce
- Ensure timely follow-up on new leads
- Streamline lead management processes
- Receive instant notifications for errors in lead processing
How It Works
Trigger workflow with an incoming web form submission Fetch lead data from the web form using an HTTP request Send the fetched lead data to Salesforce for processing Handle errors by sending notifications to Slack
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL for the incoming trigger
- 3Set the correct URL for fetching web form data
- 4Update the Salesforce endpoint for sending lead data
- 5Test the workflow to ensure proper functionality
Apps Used
Salesforce
Slack
Web Forms
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management