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In this video, I walk you through creating a powerful lead management workflow using n8n! Starting with a Google Form submission, this step-by-step tutorial shows you how to take new leads, automatically send them a personalized welcome message, categorize and tag them by their potential value , and update their status in a Google Sheets database. Finally, we’ll notify the team in Slack with all the essential details about the new lead.
This is a perfect workflow for anyone looking to streamline ⚙️ lead onboarding and enhance their team’s responsiveness. Whether you’re managing potential clients, new orders, or onboarding prospects, this n8n setup will save time ⏱️ and improve communication!
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WATCH NEXT:
https://youtu.be/JUx2ZfNfD64
TIMESTAMPS
00:00 How It Works
02:08 Live Demo
04:09 Step 1: Google Sheets Trigger
07:09 Step 2: Creating Email & Tag w/ GPT-4o
13:01 Step 3: Send Email to Lead
14:46 Step 4: Update Lead's Status & Tag
17:45 Step 5: Notifying in Slack
20:20 Testing Active Workflow
Gear I Used:
Camera: Razer Kiyo Pro
Microphone: HyperX SoloCast
Background Music:
https://www.youtube.com/watch?v=Q7HjxOAU5Kc&t=0s
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