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Automated workflow for FormTrigger that captures user inquiries, verifies email validity, and updates Google Sheets. Sends notifications via Gmail and Discord for new leads, ensuring timely responses and organized data management.

Workflow Overview

Automated workflow for FormTrigger that captures user inquiries, verifies email validity, and updates Google Sheets. Sends notifications via Gmail and Discord for new leads, ensuring timely responses and organized data management.

Target Audience

  • Business Owners: Looking to automate lead collection and management.
  • Marketers: Wanting to streamline the process of capturing queries from potential customers.
  • Sales Teams: Needing a reliable way to receive and track leads efficiently.
  • Developers: Interested in building custom integrations with tools like Google Sheets and Discord.
  • Entrepreneurs: Seeking to enhance their workflow automation without extensive coding knowledge.

Problem Solved

This workflow addresses the challenge of managing incoming leads efficiently. It automates the process of:

  • Collecting Lead Information: Captures essential details such as Name, Email, and Queries from a form submission.
  • Validating Email Addresses: Uses an email verification service to ensure that the leads are genuine and valid.
  • Notifying Teams: Sends notifications via Gmail and Discord to keep teams informed about new leads in real-time.
  • Storing Data: Automatically updates a Google Sheets document for easy tracking and management of leads.

Workflow Steps

  1. Form Submission: The process begins when a user submits a form through the n8n Form Trigger node, capturing their Name, Email, and any queries they may have.
  2. Email Verification: The Hunter node checks the validity of the submitted email address to filter out fake leads.
  3. Conditional Logic: The If node evaluates whether the email is valid:
    • If valid, proceed to the next steps.
    • If invalid, the workflow directs to a No Operation node, effectively doing nothing further.
  4. Data Storage: Valid leads are then sent to the Google Sheets node, which updates a designated spreadsheet with the lead's information and the submission date.
  5. Notifications: The workflow sends a notification through Gmail and posts an update in Discord to alert the team of the new lead, ensuring prompt follow-up.

Statistics

12
Nodes
0
Downloads
30
Views
10774
File Size

Quick Info

Categories
Communication & Messaging
Manual Triggered
+3
Complexity
medium

Tags

manual
medium
advanced
noop
logic
conditional
sticky note
communication
+6 more