Sales automation
Send website enquiries to your CRM
Capture enquiries, check duplicates and create an owned sales record.
Understand the process
Enquiries can sit in an inbox without a clear owner. This design turns a form submission into a validated CRM record and an internal notification. For example, a visitor requesting a website quotation can become a lead with the original request and source attached. This is an illustrative design, not a reported customer result.
The workflow at a glance
- 01Form submitted
- 02Validate fields
- 03Find existing lead
- 04Create or update
- 05Notify owner
Illustrative process map. The exact nodes and connections depend on your applications.
How to approach the implementation
Receive the submission
Use a supported form integration or a server-side request to an authenticated webhook. n8n has separate test and production webhook URLs; verify which address your form uses when going live.
Map and validate fields
Agree required fields and map names, email, company, service and source to the CRM schema. Route incomplete records for review instead of silently dropping them.
Prevent repeated creation
Use the submission ID as a deduplication key where possible. Decide whether an existing contact should receive a new enquiry activity rather than a second contact record.
Assign and confirm
Set the lead owner or queue, then send an internal notification with the CRM link. Store the destination record ID so a retry can verify what has already succeeded.
What to prepare
- Form submission sample
- CRM API access and field definitions
- Assignment and duplicate rules
Watch out for
A timeout does not prove that the CRM failed to save the record. Check the submission key before retrying creation.
How to check whether it is working
Check capture completeness, duplicate rate and time from submission to first owner action.
Technical reference: Official n8n documentation . Confirm the available options against your n8n version and connected services.
MAKE IT WORK FOR YOUR BUSINESS
Want Esperto to implement this?
Share the tools you use and the part of the process you want to improve. We will help define the scope, dependencies and delivery approach.
Tell us about your workflow
Your request will include this guide so our team has the context. Please share requirements, not passwords or API keys.
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