Author: José Pino
Email: [email protected]
Introduction
Workflow built in n8n that processes marketing leads, qualifies them, stores them, and notifies the sales team — using only free-tier tools.
Objective
- This is an n8n workflow that qualifies incoming leads, stores them in a database, and sends smart notifications for high-value opportunities — all using free-tier tools.
Use Case
- Collect leads from a Tally.so form
- Score each lead based on budget and interest level
- Save the leads in Google Sheets
- Notify the sales team via Slack only for hot leads
- Bonus: Send a follow-up email 2 minutes later using Gmail
Tools Used
| Tool |
Purpose |
| Tally.so |
Form for lead collection |
| n8n |
Automation orchestration |
| Google Sheets |
Lead storage (database) |
| Slack |
Hot lead notification |
| Gmail |
Follow-up email |
Workflow Steps
- Trigger (Webhook)
- Receives form data from Tally
- Expected fields:
full_name, email, phone_number, company_size, budget, interest_level
- Validation + Scoring
- Checks required fields
- Applies scoring logic:
Hot if budget ≥ 5000 and interest ≥ 4Warm if budget ≥ 2000 and interest ≥ 3- Else,
Cold