Flow Overview ⚙️

The automated process runs through the following stages:

• Webhook - Capture incoming form submission data via webhook
• Data Parsing - Extract and normalize fields from raw form data
• Lead Scoring - Apply simple logic to score leads based on completeness
• If Qualified - Filter out unqualified leads (e.g. score threshold)
• Slack Notification (optional) - Notify team of new qualified lead
• Google Sheets Append - Save qualified lead data to Google Sheets

🔹 Step 1: Set up the Webhook

Create a Webhook node in n8n.

• Copy the webhook URL generated (e.g., `https://your-n8n-domain/webhook/lead-form`).
• Configure your form tool (Tally, Jotform, etc.) to POST submissions to this URL.
• Test submitting a form and ensure n8n receives the payload.

🔹 Step 2: Parse Form Data

Add a Function or Code node after the webhook to normalize the raw, complex form data.

This step uses a JavaScript snippet to extract fields by label or key, making the data clean for the next steps.

🔹 Step 3: Lead Scoring

Add another Function node to score the lead. The example logic below provides simple scoring based on data completeness (name and email).

Example Scoring Logic (JavaScript):

const items = $input.all();
const results = [];
for (const item of items) {
  const data = item.json;
  
  const name = data.name || '';
  const email = data.email || '';
  
  let score = 0;
  if (name) score += 1;
  if (email) score += 1;
  
  const qualified = score >= 2; // Simple qualification rule
  
  results.push({ json: { name, email, score, qualified } });
}
return results;

🔹 Step 4: Filter Qualified Leads

Add an If node (Conditional Filter).

Condition: `{{$json["qualified"]}} equals true`

This routes only qualified leads (those scoring 2 or higher in the example logic) to the next critical steps.

🔹 Step 5: Slack Notification

Use a Slack node to send an instant notification to your sales team channel.

Message example: `New qualified lead: {{$json.name}} ({{$json.email}})`

🔹 Step 6: Append to Google Sheets

Add a Google Sheets node with the action Append.

• Select your spreadsheet and worksheet (e.g., 'Sheet 1').
• Range Expression: `'Sheet 1'!A:C`
• Map the columns to the final scored data:
  • Column A → `{{$json.name}}`
  • Column B → `{{$json.email}}`
  • Column C → `{{$json.score}}`