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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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