Use Cases
- Automate lead status updates from web forms to CRM systems.
- Improve sales team efficiency with real-time data updates.
- Enhance communication by notifying teams of errors via Slack.
How It Works
Webhook trigger captures incoming data from the web form. Fetches additional data from the web form using an HTTP GET request. Sends the collected data to Freshsales via an HTTP POST request. Handles errors by sending notifications to a designated Slack channel.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL to match your web form settings.
- 3Set up the Freshsales API credentials in the HTTP request node.
- 4Test the workflow to ensure data flows correctly from the web form to Freshsales.
Apps Used
Freshsales
Slack
Web Forms
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management