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Lead Enrichment Pipeline

Automated lead capture, deduplication, tracking, and notification pipeline. Captures leads from web forms via webhooks, deduplicates by email in Google Sheet...
自动化潜在客户捕获、去重、跟踪与通知流程。通过Webhook从网页表单捕获线索,在Google Sheet中依据邮箱进行去重……
mhmalvi
沟通协作 clawhub v1.2.3 1 版本 99880.1 Key: 需要
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概述

Lead Capture & Tracking Pipeline 🎯

Capture leads from any source, deduplicate by email, score by intent, track in Google Sheets, and notify your team — all automatically via n8n workflows.

Problem

Leads come from multiple sources (website forms, newsletters, strategy calls, product waitlists). Manually entering them into a CRM and following up is error-prone and slow. Hot leads go cold.

This pipeline captures, deduplicates, scores, and routes leads in real-time.

What It Does

  1. Capture — Receives leads from webhooks (website forms, landing pages, chatbots)
  2. Deduplicate — Checks Google Sheets for existing leads (email match via appendOrUpdate)
  3. Score — Basic lead scoring based on source type and engagement signals
  4. Store — Appends to Google Sheets with scoring data
  5. Notify — Emails team with lead details and suggested next action

> Note: This pipeline does not include third-party enrichment integrations (e.g., Clearbit, FullContact). To add enrichment, insert an HTTP Request node between the webhook and the Sheets node in the workflow, calling your preferred enrichment API.

Included Workflows

#FilePurpose
------------------
1lead-tracker.jsonWebhook → deduplicate → store in Sheets → notify owner
2lead-magnet.jsonLead magnet download → store lead → send PDF attachment email
3newsletter.jsonNewsletter signup → store subscriber → send welcome email

Architecture

Lead Source (form, chatbot, API)
    │
    ▼
Webhook Endpoint (n8n)
    │
    ├── Validate required fields (name, email)
    ├── Check for duplicates (email match in Sheets)
    │
    ├── IF new lead:
    │   ├── Score lead (source type + available fields)
    │   ├── Append to Google Sheets
    │   └── Send notification email to team
    │
    └── IF existing lead:
        ├── Update engagement count
        └── Log new touchpoint

Required n8n Credentials

You must create these credentials in your n8n instance before importing:

Credential TypeUsed ForPlaceholder in JSON
-----------------------------------------------
Google Sheets OAuth2Reading/writing lead dataYOUR_GOOGLE_SHEETS_CREDENTIAL_ID
SMTP (Gmail or custom)Sending notification and welcome emailsYOUR_SMTP_CREDENTIAL_ID

After importing, open each workflow and reconnect the credential nodes to your own credentials.

Configuration Placeholders

Replace these placeholders in the workflow JSON before deploying:

PlaceholderDescription
--------------------------
YOUR_LEADS_SHEET_IDYour Google Sheet ID for lead tracking
YOUR_GOOGLE_SHEETS_CREDENTIAL_IDYour n8n Google Sheets credential ID
YOUR_SMTP_CREDENTIAL_IDYour n8n SMTP credential ID
YOUR_FROM_EMAILSender email address
YOUR_NOTIFICATION_EMAILWhere to send lead notifications
YOUR_NAMEYour name for email templates
YOUR_DOMAINYour website domain for email links

Supported Lead Sources

SourceWebhook PathFields
-----------------------------
Newsletter signup/webhook/newsletteremail
Lead magnet download/webhook/lead-magnetname, email, company
Strategy call booking/webhook/strategy-callname, email, phone, company, message
Product waitlist/webhook/product-waitlistname, email
Contact form/webhook/contactname, email, subject, message
Custom/webhook/add-lead-enrichedAny JSON payload

Google Sheets Schema

ColumnTypeDescription
---------------------------
nametextFull name
emailtextEmail address (primary key for dedup)
companytextCompany name
phonetextPhone number
sourcetextWhere they came from
scorenumberLead score (0-100)
statustextnew / contacted / qualified / converted
created_atdateFirst captured
updated_atdateLast activity
touchpointsnumberTotal interactions
notestextAdditional notes

Quick Start

1. Prerequisites

  • n8n v2.4+ (self-hosted or cloud)
  • Google Sheets API credentials (OAuth2)
  • SMTP email credentials (Gmail or custom)

2. Create Tracking Sheet

Set up a Google Sheet with the columns above. Enable appendOrUpdate matching on email column to prevent duplicates.

3. Import Workflows

Import the 3 JSON files from the workflows/ directory into n8n. Replace all YOUR_* placeholders with your actual values.

4. Test

curl -X POST https://your-n8n.com/webhook/add-lead-enriched \
  -H "Content-Type: application/json" \
  -d '{
    "name": "John Doe",
    "email": "john@company.com",
    "company": "Acme Inc",
    "source": "website-contact"
  }'

Lead Scoring

FactorPointsExample
-------------------------
Source: Strategy call+40High intent
Source: Lead magnet+25Medium intent
Source: Newsletter+10Low intent
Has company name+10B2B signal
Has phone number+15Ready to talk
Repeat visitor+10 per touchpointEngaged

Use Cases

  1. Freelancers — Track inbound leads from website contact forms
  2. Agencies — Multi-source lead capture with team notifications
  3. SaaS — Waitlist management with scoring
  4. Content creators — Newsletter subscriber tracking with engagement scoring
  5. eCommerce — Customer inquiry pipeline

Requirements

  • n8n v2.4+ (self-hosted or cloud)
  • Google Sheets OAuth2 credentials
  • SMTP email credentials

版本历史

共 1 个版本

  • v1.2.3 当前
    2026-03-30 01:54 安全 安全

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