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.

     

    Ready to transform your business with our technology solutions? Contact Us  today to Leverage Our AI/ML Expertise. 

    Experts in AI, ML, and automation at OneClick IT Consultancy

    AI Force

    AI Force at OneClick IT Consultancy pioneers artificial intelligence and machine learning solutions. We drive COE initiatives by developing intelligent automation, predictive analytics, and AI-driven applications that transform businesses.

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