Sales, Marketing & Support
Capture leads on WhatsApp and save them to Sheets
An n8n WhatsApp agent asks leads for their name and email and automatically saves them to Google Sheets, shown in a demo.
Original post ↗n8n
Streamlining Lead Capture with Automation
Optimize your lead capture process using a simple automated workflow with N8N.
Time saved
0h / week
Setup time
Not stated
Running cost
Not stated
Cost range
Free
The problem it solves
Managing leads can be overwhelming for small businesses. Without an efficient system, capturing and following up on leads can lead to missed opportunities and wasted time. Automating this process can significantly improve efficiency and response times.
How it flows
- Lead Capture
- CRM Integration
- Automated SMS
Step-by-step setup
Set Up Lead Capture
Begin by establishing a method for capturing leads, such as a web form or landing page.
Integrate with CRM
Connect your lead capture system to a CRM to manage and track leads effectively.
Automate SMS Notifications
Use N8N to set up automated SMS notifications to follow up with leads promptly.
Related use cases
Sales · Beginner
- Form submit
- Fetch company site
- Claude scores fit
Auto-qualify inbound leads before a rep sees them
Score every demo request against your ICP, update HubSpot and ping the right rep in Slack within a minute of the form submit.
n8n · Claude · HubSpot · Slack
−6h/wk
Customer Support · Intermediate
- New ticket webhook
- Claude classifies
- Draft from help docs
Triage support tickets and draft first replies
Every new Zendesk ticket gets a category, priority and sentiment tag plus a draft reply in an internal note before an agent opens it.
Zendesk · n8n · Claude
−12h/wk