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Lead Capture & CRM Sync

An end-to-end AI workflow built in n8n that captures, validates, and responds to every website lead automatically.

Tools & Integrations

n8nTypeformGroq AIGmail SlackAirtable / CRMGoogle Sheets

Workflow in n8n

Lead Capture n8n Workflow

The Business Problem

A prospect fills out the contact form at 9pm on a Friday. By the time someone checks it Monday morning, that prospect has already gotten a reply from a competitor. Every lead needs the same manual work in between, checking if the details are even valid, copying them into the CRM, writing a reply, and telling the team, and every one of those steps is a place where a lead quietly slips through.

Why this matters: Manual lead handling does not scale past a handful of submissions a day. A missed follow-up is not a missed task, it is a missed sale.

Solution Overview

Validates every submission. Missing fields → logged to "Incomplete Leads" and the team is alerted. Valid leads: message sanitized (500-char cap), Groq AI drafts a reply, saved to the CRM (with verification), Gmail draft created. Slack notification only after verification passes.

Key Automation Steps

  • 1Validate Submission: Checks email and name. If missing, logs to "Incomplete Leads" and alerts Slack.
  • 2Sanitize Message: Trimmed to 500 characters to keep AI calls cost-efficient.
  • 3Generate AI Reply: Groq AI creates a personalized draft. The system checks whether the response is valid or failed silently.
  • 4Verify CRM Write: Re-reads what was written to confirm nothing was dropped. Only then creates the Gmail draft and sends the Slack notification.

Reliability & Error Handling

Silent Failure Protection: If the AI response is empty, a placeholder, or the API fails, the lead is saved with an "AI draft unavailable" flag and the team is alerted.
Verification Step: The system checks its own work before notifying anyone. The team is only notified about leads actually saved correctly.

Business Impact

Every lead is validated, synced, and backed up by design. The team is instantly notified with context and a ready-to-review draft. No lead is lost to a silent failure.