Use Cases
- Automatically qualify leads from web forms
- Send lead information to Zoho CRM for follow-up
- Reduce manual data entry errors in lead management
- Enhance sales team efficiency with automated workflows
How It Works
Trigger the workflow with an incoming web form submission Fetch lead data from the specified web form URL Send the fetched lead data to Zoho CRM for processing Handle errors by notifying the team via Slack
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL for your web form
- 3Set the correct web form data source URL
- 4Update the Zoho CRM endpoint with your credentials
- 5Test the workflow to ensure data is sent correctly
Apps Used
Web Form
Zoho CRM
Slack
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#slack automation