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从网站表单到 Google Sheets 和 Slack 的潜在客户管理自动化

初级

这是一个Lead Generation领域的自动化工作流,包含 5 个节点。主要使用 Code, Slack, Webhook, GoogleSheets 等节点。 从网站表单到 Google Sheets 和 Slack 的潜在客户管理自动化

前置要求
  • Slack Bot Token 或 Webhook URL
  • HTTP Webhook 端点(n8n 会自动生成)
  • Google Sheets API 凭证
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
  "meta": {
    "instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "4cdc8f9c-6197-437d-92c3-b12100a790d9",
      "name": "代码",
      "type": "n8n-nodes-base.code",
      "position": [
        -208,
        128
      ],
      "parameters": {
        "jsCode": "const items = $input.all();\n\nconst updatedItems = items.map((item) => {\n  const { name, email, businessName, message, timeline, budget } =\n    item.json.body;\n  return {\n    name,\n    email,\n    businessName,\n    \"project intent/need\": message,\n    timeline,\n    budget,\n  };\n});\n\nreturn updatedItems;\n"
      },
      "typeVersion": 2
    },
    {
      "id": "b64a3c66-72a0-4661-84c5-27eab0af3105",
      "name": "Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        0,
        128
      ],
      "parameters": {
        "columns": {
          "value": {
            "full name": "={{ $json.name }}",
            "Budget Range": "={{ $json.budget }}",
            "Business name": "={{ $json.businessName }}",
            "Email Address": "={{ $json.email }}",
            "Project Timeline": "={{ $json.timeline }}",
            "Project Intent/Needs": "={{ $json['project intent/need'] }}"
          },
          "schema": [
            {
              "id": "full name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "full name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email Address",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Email Address",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Project Intent/Needs",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Project Intent/Needs",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Project Timeline",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Project Timeline",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Budget Range",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Budget Range",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Business name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Business name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Preferred Communication Channel",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Preferred Communication Channel",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "How they heard about DAEX AI",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "How they heard about DAEX AI",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone Number",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Phone Number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit?usp=drivesdk",
          "cachedResultName": "client intake form"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "b0RUCwZZREhRN85o",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "d1adffe8-b7fd-46e7-aa37-ef0d910dda0d",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -416,
        128
      ],
      "webhookId": "34e9fb3f-f6bd-4a44-bb58-6fe58ffe4a78",
      "parameters": {
        "path": "34e9fb3f-f6bd-4a44-bb58-6fe58ffe4a78",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    },
    {
      "id": "4dbd211d-9db5-4567-b092-0111e9512e03",
      "name": "发送消息",
      "type": "n8n-nodes-base.slack",
      "message": "*New Website Lead Alert!* :zap:\n\nA new project inquiry has been received and logged to the Google Sheet.\n\n*Details:*\n- *Name:* {{ $('Code').item.json.name }}\n- *Email:* {{ $('Code').item.json.email }}\n- *Business Name:* {{ $('Code').item.json.businessName || 'N/A' }}\n- *Project Intent/Need:* {{ $('Code').item.json['project intent/need'] }}\n- *Timeline:* {{ $('Code').item.json.timeline || 'Not specified' }}\n- *Budget:* {{ $('Code').item.json.budget || 'Not specified' }}\n\n:clipboard: *Google Sheet Link:* https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0\n:alarm_clock: *Received At:* {{ new Date().toLocaleString() }}\n\n:point_right: *Action:* Please review the details in the Google Sheet and follow up with the lead as soon as possible!",
      "position": [
        208,
        128
      ],
      "webhookId": "cd1a4d51-2ac3-4ebf-85ae-b08ef08e830f",
      "parameters": {
        "text": "=*New Website Lead Alert!* :zap:\\n\\nA new project inquiry has been received and logged to the Google Sheet.\\n\\n*Details:*\\n- *Name:* {{ $('Code').item.json.name }}\\n- *Email:* {{ $('Code').item.json.email }}\\n- *Business Name:* {{ $('Code').item.json.businessName || 'N/A' }}\\n- *Project Intent/Need:* {{ $('Code').item.json['project intent/need'] }}\\n- *Timeline:* {{ $('Code').item.json.timeline || 'Not specified' }}\\n- *Budget:* {{ $('Code').item.json.budget || 'Not specified' }}\\n\\n:clipboard: *Google Sheet Link:* https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0\\n:alarm_clock: *Received At:* {{ new Date().toLocaleString() }}\\n\\n:point_right: *Action:* Please review the details in the Google Sheet and follow up with the lead as soon as possible!\"     },     {",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U08UNT9F5E2",
          "cachedResultName": "daevo_workforce"
        },
        "select": "user",
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "rCOUwK3276xqTfQi",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "6696d004-c56f-4e9c-8f8e-9d5355561eb0",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -976,
        -368
      ],
      "parameters": {
        "color": 7,
        "width": 1056,
        "height": 896,
        "content": "网站联系表单到 Google 表格与 Slack 通知"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "Code": {
      "main": [
        [
          {
            "node": "Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Webhook": {
      "main": [
        [
          {
            "node": "Code",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets": {
      "main": [
        [
          {
            "node": "Send a message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流?

复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景?

初级 - 潜在客户开发

需要付费吗?

本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。

工作流信息
难度等级
初级
节点数量5
分类1
节点类型5
难度说明

适合 n8n 新手,包含 1-5 个节点的简单工作流

作者
David Olusola

David Olusola

@dae221

I help ambitious businesses eliminate operational bottlenecks and scale faster with AI automation. My clients typically see 40-60% efficiency gains within 90 days. Currently accepting 3 new projects this quarter - david@daexai.com

外部链接
在 n8n.io 查看

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