Automate Client Lifecycle: Lead Intake to Onboarding with Airtable, Notion & Google Calendar — n8n Workflow
Overzicht
How it works
This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view:
Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using Clearbit, and creates records in Airtable and Notion. Manage Bookings: Processes scheduling webhooks to update lead status, create Google Calendar events, and send pre-call survey emails. Send Reminders: Runs a daily schedule to scan Airtabl
Gebruikte knooppunten
Workflow-voorvertoning
Hoe het werkt
- 1
Trigger
De workflow start met een webhook-trigger.
- 2
Verwerking
Gegevens stromen door 32 knooppunten, connecting airtable, gmail, googlecalendar.
- 3
Uitvoer
De workflow voltooit zijn automatisering en levert het resultaat aan de geconfigureerde bestemming.
Knooppuntdetails (32)
Airtable
airtable
HTTP Request
httpRequest
Slack
slack
Google Calendar
googleCalendar
Gmail
gmail
Notion
notion
Hoe deze workflow te importeren
- 1Klik op de knop JSON downloaden rechts om het workflowbestand op te slaan.
- 2Open uw n8n-instantie. Ga naar Workflows → Nieuw → Importeren uit bestand.
- 3Selecteer het gedownloade bestand
automate-client-lifecycle-lead-intake-to-onboarding-with-airtable-notion-google-calendaren klik op Importeren. - 4Stel inloggegevens in voor elk serviceknooppunt (API-sleutels, OAuth, enz.).
- 5Klik op Workflow testen om te controleren of alles werkt, activeer het vervolgens.
Of plak rechtstreeks in n8n → Importeren uit JSON:
Integraties
Gemaakt door
Dhruv Mali
@dhruvmali
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