Form to CRM Lead Capture
n8n
FreeSales automation templates
5 templates
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Lead Scoring and Routing
n8n
Free
Meeting Booked Follow-up
n8n
Free
New Deal Slack Alert
n8n
Free
Stale Deal Reminder
n8n
Free- Browse all templates
Compare sales automation versions
| Form to CRM Lead Capture | Lead Scoring and Routing | Meeting Booked Follow-up | New Deal Slack Alert | |
|---|---|---|---|---|
| Format | Automation workflow | Automation workflow | Automation workflow | Automation workflow |
| Works in | n8n | n8n | n8n | n8n |
| Length | Not listed | Not listed | Not listed | Not listed |
| Style | Not listed | Not listed | Not listed | Not listed |
What a sales automation workflow should cover
A sales automation workflow moves leads and deals from first contact to follow-up without someone copying details by hand. Sales teams need one when leads arrive from several forms and sit unanswered, or when deals go stale without anyone noticing.
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Cover a trigger for each new lead or deal event, field mapping into the CRM, lead scoring rules, routing to the right owner, a check for duplicate contacts, an alert when a deal stalls, and error alerts.
Check for duplicate contacts before creating a record, because a second copy of a lead splits the history and the follow-up.
Compare Form to CRM Lead Capture, Lead Scoring and Routing, and Meeting Booked Follow-up, then pick the closest match and replace the sample text with your own.
Questions
What is a sales automation workflow?
A sales automation workflow moves leads and deals from first contact to follow-up without someone copying details by hand. Sales teams need one when leads arrive from several forms and sit unanswered, or when deals go stale without anyone noticing.
What should a sales automation workflow include?
Include a trigger for each new lead or deal event, field mapping into the CRM, lead scoring rules, routing to the right owner, a check for duplicate contacts, an alert when a deal stalls, and error alerts. Check for duplicate contacts before creating a record, because a second copy of a lead splits the history and the follow-up.
How do I send web form leads into a CRM with n8n?
Add a trigger for the form submission, then a CRM node, and map each form field to a CRM field. Test with one real submission before activating, so you can check the record that is created.
Can I test a sales workflow without messaging real leads?
Yes. Run the workflow manually with sample data, and point any Slack or email step at a test channel or your own address until the output is right.
Should I use n8n Cloud or a self-hosted install for sales automation?
Either works. n8n Cloud runs and updates the service for you, while self-hosting keeps the data on your own server but makes you responsible for updates, backups and uptime.
Where should I start with a sales automation workflow?
Start with Form to CRM Lead Capture: Turn form sign-ups into HubSpot contacts and a Slack message, with incomplete leads kept for review. If that is not the right fit, compare it with Lead Scoring and Routing.
Which apps can I use for a sales automation workflow?
Yes. These sales automation templates work in n8n. All 5 templates are free, with no account or email needed.