???? Join my free Skool community for access to the template, custom prompts, and JavaScript functions used in this video! ????
https://www.skool.com/ai-automation-society-3440/about
In this video, I walk you through creating a powerful lead management workflow using n8n! Starting with a Google Form submission, this step-by-step tutorial shows you how to take new leads, automatically send them a personalized welcome message, categorize and tag them by their potential value , and update their status in a Google Sheets database. Finally, we’ll notify the team in Slack with all the essential details about the new lead.
This is a perfect workflow for anyone looking to streamline ⚙️ lead onboarding and enhance their team’s responsiveness. Whether you’re managing potential clients, new orders, or onboarding prospects, this n8n setup will save time ⏱️ and improve communication!
???? Join my free Skool community for access to the template, custom prompts, and JavaScript functions used in this video!
If you enjoy this kind of content, don’t forget to like ???? the video and subscribe ???? for more n8n tutorials and automation tips!
???? Book A Call If You're Interested in Implementing AI Agents Into Your Business: https://uppitai.com
Business Inquiries:
???? nateherk@uppitai.com
WATCH NEXT:
https://youtu.be/JUx2ZfNfD64
TIMESTAMPS
00:00 How It Works
02:08 Live Demo
04:09 Step 1: Google Sheets Trigger
07:09 Step 2: Creating Email & Tag w/ GPT-4o
13:01 Step 3: Send Email to Lead
14:46 Step 4: Update Lead's Status & Tag
17:45 Step 5: Notifying in Slack
20:20 Testing Active Workflow
Gear I Used:
Camera: Razer Kiyo Pro
Microphone: HyperX SoloCast
Background Music: https://www.youtube.com/watch?v=Q7HjxOAU5Kc&t=0s
Don't forget to like, subscribe, and hit the notification bell to stay updated with my latest videos on AI agents and automations!
https://www.skool.com/ai-automation-society-3440/about
In this video, I walk you through creating a powerful lead management workflow using n8n! Starting with a Google Form submission, this step-by-step tutorial shows you how to take new leads, automatically send them a personalized welcome message, categorize and tag them by their potential value , and update their status in a Google Sheets database. Finally, we’ll notify the team in Slack with all the essential details about the new lead.
This is a perfect workflow for anyone looking to streamline ⚙️ lead onboarding and enhance their team’s responsiveness. Whether you’re managing potential clients, new orders, or onboarding prospects, this n8n setup will save time ⏱️ and improve communication!
???? Join my free Skool community for access to the template, custom prompts, and JavaScript functions used in this video!
If you enjoy this kind of content, don’t forget to like ???? the video and subscribe ???? for more n8n tutorials and automation tips!
???? Book A Call If You're Interested in Implementing AI Agents Into Your Business: https://uppitai.com
Business Inquiries:
???? nateherk@uppitai.com
WATCH NEXT:
https://youtu.be/JUx2ZfNfD64
TIMESTAMPS
00:00 How It Works
02:08 Live Demo
04:09 Step 1: Google Sheets Trigger
07:09 Step 2: Creating Email & Tag w/ GPT-4o
13:01 Step 3: Send Email to Lead
14:46 Step 4: Update Lead's Status & Tag
17:45 Step 5: Notifying in Slack
20:20 Testing Active Workflow
Gear I Used:
Camera: Razer Kiyo Pro
Microphone: HyperX SoloCast
Background Music: https://www.youtube.com/watch?v=Q7HjxOAU5Kc&t=0s
Don't forget to like, subscribe, and hit the notification bell to stay updated with my latest videos on AI agents and automations!
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- AI prompts
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