AI/ML

    n8n Automation: Effortless Lead Management for Startups


    Overview

    n8n captures leads from Typeform, enriches them with data, syncs them to HubSpot and notifies the sales team via Discord. 

    Prerequisites

    • n8n installed (local or cloud).

    • Typeform account with webhook support.

    • HubSpot account with API key.

    • Discord server with bot token.

    Workflow Setup

    1. Prepare n8n Environment

      • Navigate to http://localhost:5678 (or your n8n URL) and log in with your credentials. In the sidebar, click “Workflows,” then select “+ New” and name it (e.g., “Lead Management”). Click “+” on the canvas to open the node selector.

    2. Trigger Node: Typeform Webhook

      • Node: Webhook

      • Settings:

        • Path: new-lead

        • Typeform Webhook: https://<n8n-host>/webhook/new-lead for form submissions

      • Output: Lead data (e.g., {{ $json.body.form_response.answers[0].email }}).

    3. Enrich Lead Node: HTTP Request

      • Node: HTTP Request

      • Settings:

        • URL: https://api.clearbit.com/v2/people/find?email={{ $node["Webhook"].json.body.form_response.answers[0].email }}

        • Method: GET

        • Authentication: Clearbit API key

      • Output: Enriched data (e.g., {{ $json.company.name }}).

    4. Sync to CRM Node: HubSpot

      • Node: HubSpot

      • Settings:

        • Credentials: HubSpot API key

        • Resource: Contact

        • Operation: Create or Update

        • Email: {{ $node["Webhook"].json.body.form_response.answers[0].email }}

        • Properties: company: {{ $node["HTTP Request"].json.company.name }}

      • Output: Lead synced to HubSpot.

    5. Notify Team Node: Discord

      • Node: Discord

      • Settings:

        • Credentials: Discord Bot Token

        • Channel ID: Sales channel

        • Message: New lead: {{ $node["Webhook"].json.body.form_response.answers[0].email }} from {{ $node["HTTP Request"].json.company.name }}

      • Output: Team notified.

    Workflow Summary

    • Flow: Webhook → HTTP Request → HubSpot → Discord.

    • Execution: ~10 seconds per lead.

    Benefits

    • Saves ~20 minutes/lead on manual entry.

    • Enhances lead quality with enrichment.

    • Speeds up sales follow ups.

    Troubleshooting

    • Webhook Fail: Verify Typeform URL.

    • API Errors: Check Clearbit/HubSpot keys.

     

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