New Lead to CRM Automation
Instantly capture and route every inbound lead to HubSpot with zero manual effort.
What is this automation?
New leads come from multiple sources — website forms, LinkedIn, events, referrals. Manually adding them to your CRM is slow, error-prone, and leads get lost. This automation captures every lead instantly.
The Problem
Leads submitted on your website sit in an email inbox for hours before anyone adds them to the CRM. By then, the prospect has already moved on.
The Solution
Every form submission triggers an instant workflow: contact created in HubSpot, assigned to the right rep, intro email sent, and follow-up task created — all in under 60 seconds.
Step-by-step workflow
Form Submitted
Website form submission triggers webhook to n8n.
Parse Lead Data
Extract name, email, company, and message from form data.
Create HubSpot Contact
Create or update contact record in HubSpot.
Assign Sales Rep
Assign based on territory, industry, or round-robin rules.
Send Intro Email
Personalised intro email sent automatically within 60 seconds.
Create Follow-Up Task
Task created for sales rep to follow up within 24 hours.
Alert in Slack
Post to #new-leads channel with lead details and rep assigned.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.