AutomationFlowsCRM & Sales › Lead Tracking System for Hubspot with Automated Notifications via Gmail & Slack

Lead Tracking System for Hubspot with Automated Notifications via Gmail & Slack

Bydataplusminus+- @dataplusminus on n8n.io

This project automates the process of collecting and managing new leads submitted through a web form. It eliminates the need for manual data entry and ensures that each lead is: Properly recorded and time-stamped in a structured format Automatically communicated to the sales or…

Event trigger★★★★☆ complexity14 nodesGoogle Sheets TriggerSlackGmailHubSpot
CRM & Sales Trigger: Event Nodes: 14 Complexity: ★★★★☆ Added:

This workflow corresponds to n8n.io template #3919 — we link there as the canonical source.

This workflow follows the Gmail → Googlesheetstrigger recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "id": "hmgR6wOkuqrn5y4Y",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "N_01_Simple_Lead_Tracker_Automation_v4",
  "tags": [],
  "nodes": [
    {
      "id": "a69ff573-797d-4a77-a831-940168046448",
      "name": "Google Sheets Trigger",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        -720,
        300
      ],
      "parameters": {
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1001688681,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit#gid=1001688681",
          "cachedResultName": "Form Responses 1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit?usp=drivesdk",
          "cachedResultName": "Simple Lead Tracker  (Responses)"
        }
      },
      "credentials": {
        "googleSheetsTriggerOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ce9845a5-09da-44f9-b0c4-da380cf828d4",
      "name": "Slack",
      "type": "n8n-nodes-base.slack",
      "position": [
        20,
        120
      ],
      "parameters": {
        "text": "=\ud83c\udfaf *New Lead Alert!*\n\n*Name:* {{ $json['Name Surname'] }}\n*Email:* {{ $json['E-Mail'] }}\n*Phone:* {{$json[\"Phone\"]}}\n*Interest Level:* {{ $json['  Interest Level  '] }}\n*Source:* {{ $json['  Lead Source  '] }}\n\n\ud83d\udcdd Notes:\n{{ $json['Notes '] }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C08FJNLQP5G",
          "cachedResultName": "test-automation-workflow"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "1c2b7aa2-6d30-4b88-ae36-f138fd98f02d",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        20,
        320
      ],
      "parameters": {
        "sendTo": "user@example.com",
        "message": "=<h3>New Lead Received!</h3> \n<ul>   \n<li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>   \n<li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>   \n<li><strong>Phone:</strong> {{$json[\"Phone\"]}}</li>   \n<li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>   \n<li><strong>Source:</strong> {{ $json['  Lead Source  '] }}</li> \n</ul> \n<p><strong>Notes:</strong> {{ $json['Notes '] }}</p>",
        "options": {},
        "subject": "=\ud83d\udce9 New Lead Received: {{ $json['Name Surname'] }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "4fa70ae1-efe9-4da4-8753-aff1540b3420",
      "name": "HubSpot",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -340,
        80
      ],
      "parameters": {
        "email": "={{ $json['E-Mail'] }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {
          "message": "={{ $json['Notes '] }}",
          "salutation": "={{ $json['  Lead Source  '] }}",
          "phoneNumber": "={{ $json.Phone }}",
          "relationshipStatus": "={{ $json['  Interest Level  '] }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "0cfe0651-5558-420d-8bc2-4ce49f9d2d9c",
      "name": "If",
      "type": "n8n-nodes-base.if",
      "position": [
        220,
        620
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "3d4b99e0-4b1e-4dd1-8775-7e89042c43a8",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json['Followed Up?'] }}",
              "rightValue": ""
            },
            {
              "id": "fe99deab-c331-46a2-8649-233600fcd36f",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json['  Interest Level  '] }}",
              "rightValue": "Hot"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "df1270cb-63e3-48a1-8334-a66b9d6b815e",
      "name": "No Operation, do nothing",
      "type": "n8n-nodes-base.noOp",
      "position": [
        440,
        720
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "1999928c-954a-4a68-b4b3-8cfc649ff575",
      "name": "Gmail_Reminder",
      "type": "n8n-nodes-base.gmail",
      "position": [
        440,
        520
      ],
      "parameters": {
        "sendTo": "user@example.com",
        "message": "=<h3>\ud83d\udd14 The following lead has not been followed up yet! \ud83d\udd25 Interest level is hot </h3>\n<ul>\n  <li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>\n  <li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>\n  <li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>\n</ul>\n<p><strong>Please follow up and update the spreadsheet \u2705</p>\n\n",
        "options": {
          "senderName": "N_01_tester"
        },
        "subject": "\u23f0 *Follow-up Reminder!*"
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b0700cc4-06c7-4a97-8936-d1ff69b928e3",
      "name": "Wait",
      "type": "n8n-nodes-base.wait",
      "position": [
        0,
        620
      ],
      "parameters": {
        "unit": "minutes",
        "amount": 3
      },
      "typeVersion": 1.1
    },
    {
      "id": "08a15132-2abd-4efb-ae76-bb76903c0ede",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1040,
        120
      ],
      "parameters": {
        "color": 6,
        "height": 460,
        "content": "# Lead Submission\n\n## A user submits a lead form via [Google Forms](https://forms.gle/VLhKeRySSWNKo2aR8).\n\n![Google Form](https://feedbacklabs.org/wp-content/uploads/2023/10/GoogleForms_logo-1-1024x695.png#full-width)"
      },
      "typeVersion": 1
    },
    {
      "id": "c46e9941-82df-4ef5-82ba-d2c83b9342df",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        460
      ],
      "parameters": {
        "color": 4,
        "height": 320,
        "content": "# Automation Trigger (n8n)\n\n## n8n detects the new entry in the sheet and initiates the automation workflow."
      },
      "typeVersion": 1
    },
    {
      "id": "7a47c74c-fb92-4752-a5bd-69af3c997cde",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        -20
      ],
      "parameters": {
        "color": 4,
        "height": 280,
        "content": "# Data Logging\n## Responses are automatically recorded into a connected [Google Sheet](https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit?usp=sharing)."
      },
      "typeVersion": 1
    },
    {
      "id": "2f679e32-ae49-4572-9f71-d9fc6d6bbf58",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -420,
        -20
      ],
      "parameters": {
        "width": 260,
        "height": 780,
        "content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n# CRM Integration\n\n## The lead is automatically added to HubSpot with relevant fields (name, email, phone, interest level, etc.)."
      },
      "typeVersion": 1
    },
    {
      "id": "ad2d923c-01de-4e9b-a8d7-ed1b4fcedf84",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -20,
        -160
      ],
      "parameters": {
        "color": 3,
        "width": 460,
        "height": 640,
        "content": "# Notifications\n\n## Simultaneous alerts are sent via:\n\n## * Slack (to a specific channel)\n\n## * Gmail (to a designated inbox)"
      },
      "typeVersion": 1
    },
    {
      "id": "1750c844-5400-4334-a0f1-cf48b1b6baf6",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        460
      ],
      "parameters": {
        "color": 5,
        "width": 260,
        "height": 420,
        "content": "# Follow-up Tracking\n\n## A \u201cFollowed Up?\u201d column in Google Sheets is used to track whether a lead has been contacted.\n\n\n### :warning: If empty after X days (e.g., 3), n8n sends a reminder notification."
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "fe8e49f9-d7dc-47c5-bdfd-814f218e66f9",
  "connections": {
    "If": {
      "main": [
        [
          {
            "node": "Gmail_Reminder",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait": {
      "main": [
        [
          {
            "node": "If",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets Trigger": {
      "main": [
        [
          {
            "node": "Slack",
            "type": "main",
            "index": 0
          },
          {
            "node": "Gmail",
            "type": "main",
            "index": 0
          },
          {
            "node": "HubSpot",
            "type": "main",
            "index": 0
          },
          {
            "node": "Wait",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

Pro

For the full experience including quality scoring and batch install features for each workflow upgrade to Pro

About this workflow

This project automates the process of collecting and managing new leads submitted through a web form. It eliminates the need for manual data entry and ensures that each lead is: Properly recorded and time-stamped in a structured format Automatically communicated to the sales or…

Source: https://n8n.io/workflows/3919/ — original creator credit. Request a take-down →

More CRM & Sales workflows → · Browse all categories →

Related workflows

Workflows that share integrations, category, or trigger type with this one. All free to copy and import.

CRM & Sales

This template is perfect for: Marketing Teams looking to automatically qualify inbound leads from campaigns Sales Teams wanting to prioritize high-value prospects instantly Agencies offering lead qual

Form Trigger, Slack, OpenAI +5
CRM & Sales

This workflow automatically processes incoming Shopify/Gmail leads and pushes them into HubSpot as both Contacts and Deals.

Gmail Trigger, Gmail, HubSpot
CRM & Sales

📄 Smart Lead Capture, Scoring & Slack Alerts

Typeform Trigger, HubSpot, Slack
CRM & Sales

This workflow starts whenever a new lead submits a Typeform. It captures the lead’s details, checks their budget, and routes them based on priority and source. High-budget leads are pushed into HubSpo

Typeform Trigger, HubSpot, Google Sheets +2
CRM & Sales

This workflow automates the entire lead qualification process from form submission to personalized follow-up. When a prospect fills out your JotForm, the workflow instantly captures their information,

Jot Form Trigger, HubSpot, Google Sheets +2