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
分类
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。
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工作流信息
难度等级
初级
节点数量5
分类1
节点类型5
作者
David Olusola
@dae221I 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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