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
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.
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 }}).
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 }}).
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.
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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