This n8n template automatically processes inbound form leads, researches their company via their website, and uses AI t…
This n8n template automatically processes inbound form leads, researches their company via their website, and uses AI to write and send a highly personalized "speed to lead" email instantly. It also tracks subsequent appointment bookings to keep your CRM up to date. Use cases are focused on high velocity sales: Perfect for agency owners, founders, and sales teams who need to respond to new leads in seconds while maintaining a high quality, personal touch. Good to know At the time of writing, this template is optimized for GPT-4o to ensure the highest quality personalization. This template was originally designed using a Lovable form, but it works with any form builder (Typeform, Webflow, WordPress) that can send data via a webhook. How it works The workflow starts when a new lead submits your contact form via the Webhook node. It immediately checks your Airtable CRM to ensure the lead is new and not a duplicate. The system scrapes the provided website URL and uses custom code to clean the HTML data. AI analyzes the cleaned website data to generate a concise summary of the business. A second AI step uses this summary and the lead's goals to draft and send a personalized email via Gmail. The lead data and website summary are logged into your Airtable base. A parallel flow monitors your inbox for booking confirmations and updates the CRM automatically. How to use Create the necessary Base and Table in Airtable to store your leads. Connect your website form to the Webhook URL in the workflow. Update the OpenAI node prompts with your specific email signature and phone number. Run a test submission to ensure the website scraper is capturing data correctly. Requirements Airtable account OpenAI account (GPT-4o model recommended) Gmail account Customising this workflow You can easily adapt this for different communication channels. Try swapping the Gmail node for a Slack notification to alert your team of high value leads, or connect it to HubSpot instead of Airtable for enterprise CRM management. An n8n automation workflow template by Jordan.
Jordan
web
free
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