n8n templatesn8n templates

N 01 Simple Lead Tracker Automation v4

This workflow helps the sales team efficiently respond to new leads by automating the collection and management of potential customer information. After users submit their information through a Google Form, the system listens in real-time and automatically syncs the data to HubSpot CRM. Notifications are sent via Slack and Gmail to ensure that sales personnel receive leads promptly. The built-in follow-up reminder mechanism effectively prevents high-value customers from being overlooked, enhances sales conversion rates, optimizes the overall sales process, and reduces the risk of manual operations.

Workflow Diagram
N_01_Simple_Lead_Tracker_Automation_v4 Workflow diagram

Workflow Name

N_01_Simple_Lead_Tracker_Automation_v4

Key Features and Highlights

This workflow enables a fully automated tracking and management process starting from lead information submitted via Google Forms. It listens in real-time for new leads added to Google Sheets, automatically synchronizes them to HubSpot CRM, and simultaneously sends multi-channel notifications through Slack channels and Gmail to ensure the sales team receives new lead information promptly. The workflow also incorporates an intelligent follow-up reminder mechanism that sends email alerts for high-interest leads that have not been followed up in a timely manner, helping the team effectively manage the sales funnel.

Core Problems Addressed

  • Eliminates the tediousness and error risks of manual lead data entry
  • Provides real-time, multi-channel notifications to the sales team to prevent lead omission
  • Automatically synchronizes customer data to the CRM system for unified management
  • Prevents high-value leads from being ignored or delayed in follow-up through automated reminders

Use Cases

  • Sales teams needing to quickly respond to leads collected online or offline
  • Marketing campaigns generating large volumes of leads requiring automatic archiving and distribution to sales personnel
  • Enterprises aiming to automate sales processes and improve lead conversion efficiency
  • Scenarios where CRM systems are integrated with team communication tools such as Slack and email

Main Workflow Steps

  1. Users submit lead information via Google Forms, which is automatically recorded in Google Sheets
  2. n8n triggers the workflow upon detecting new data in Google Sheets
  3. Lead information is synchronized and added to HubSpot CRM
  4. New lead notifications are sent simultaneously to designated Slack channels and Gmail inboxes
  5. After a set waiting period (e.g., 3 minutes), the workflow checks whether the lead has been marked as "Followed Up"
  6. If not followed up and the lead’s interest level is "Hot," an email reminder is automatically sent to the sales personnel to prompt follow-up
  7. If already followed up, no further action is taken and the process ends

Systems and Services Involved

  • Google Sheets (data trigger and storage)
  • Google Forms (lead information collection)
  • HubSpot (customer relationship management)
  • Slack (team instant messaging notifications)
  • Gmail (email notifications and reminders)

Target Users and Value

  • Sales teams and managers looking to improve lead response speed and conversion rates
  • Marketing professionals automating lead data management and distribution
  • Enterprise management seeking transparency in lead follow-up and optimized sales processes
  • Teams aiming to integrate multi-platform data and communication channels through automation tools to enhance collaboration efficiency

Designed with simplicity and efficiency, this workflow helps enterprises achieve rapid lead information flow and intelligent follow-up, significantly reducing human error risks and driving sales performance improvements.