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Automate Lead Management from Website Forms to Google Sheets and Slack

by David OlusolaUpdated: Last update 2 months agoSource: n8n.io
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Getting Started

🧠 Workflow Summary

Automates lead management by:

  • 🔗 Webhook Trigger : Captures form data from your website.
  • 🧼 Code Node : Standardizes the data format.
  • 📄 Google Sheets : Appends a new row with lead info.
  • 🔔 Slack Notification : Alerts your team instantly.

⚙️ Quick Setup

1. Import Workflow

  • In n8n, go to Workflows+ NewImport from JSON.

2. Add Credentials

  • Google Sheets : Use OAuth2 to connect your account.
  • Slack : Create a Slack App → Add bot scopes → Connect via OAuth2.

3. Google Sheet Prep

  • Create a sheet with these columns in row 1:
    • Full Name
    • Email Address
    • Business Name
    • Project Intent/Needs
    • Project Timeline
    • Budget Range
    • Received At

4. Configure Nodes

  • Webhook : Use the generated URL in your form settings.
  • Code : Cleans and maps form fields.
  • Google Sheets Node :
    • Set to Append
    • Map fields using expressions like ={{ $json.email }}
  • Slack Node :
    • Choose your channel
    • Send a templated lead alert message with form data

5. Activate & Test

  • Click Activate
  • Send a test POST to the Webhook
  • Confirm:
    • New row in Sheet ✅
    • Slack alert sent ✅

🎯 Use this automation to capture leads, log data, and notify your team—all hands-free.