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Agency Lead Capture & Qualify

Every inbound lead is money waiting to leak. This workflow catches each one the moment it arrives, scores how qualified it is, files it in your CRM, and taps you on the shoulder in Slack when something's worth dropping everything for — so nothing sits unanswered in an inbox you'll check 'later.'

Without it

A form submission emails you. You see it three hours later between calls, half-qualify it in your head, mean to add it to the tracker, and forget. The good lead goes cold; the spam wastes your time.

With this workflow

The lead is normalized, scored 0–100, and appended to your Sheet within seconds. Hot leads ping Slack with the context you need to reply fast. Cold ones are logged quietly. You act on signal, not noise.

How it works

  1. 1
    Inbound webhookYour contact form, Typeform, or Tally POSTs the lead as JSON to a dedicated n8n webhook URL.
  2. 2
    Normalize & scoreA Code node cleans the fields and computes a qualification score from business-email, company, budget, and message depth — fully editable to your niche.
  3. 3
    Log to CRMThe scored lead is appended to a Google Sheet (or swap in Airtable) with timestamp, tier, and score.
  4. 4
    Branch on hotnessAn IF node splits hot (≥70) from the rest so you only get interrupted by leads worth interrupting for.
  5. 5
    Slack alert + respondHot leads post a formatted card to your channel; every request gets a clean JSON response back to the form.

Built with

WebhookGoogle SheetsSlackIF logic

Best for

  • Solo agencies fielding inbound from a website form
  • Anyone who's lost a good lead to a cluttered inbox
  • Teams who want a CRM trail without remembering to log anything

Questions

Do I need Airtable, or does Sheets work?

Sheets works out of the box. The CRM node is a single swap if you prefer Airtable — same scored payload feeds either.

Can I change the scoring?

Yes — the score lives in one Code node with plain, commented JavaScript. Bump the weights or add rules for your ideal client in a minute.

What if I don't use Slack?

Replace the Slack node with email, Discord, or Telegram — the branch and payload stay the same.

This one's free

Grab the importable file and the setup doc — no payment. Join the early list and download it on the sample page right after.

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