CORE • Lead Intake lead-intake-to-crm-sync.json Free Sample Free download — no paywall

Lead Intake → CRM Sync

Captures Typeform/Calendly/Webhook leads, normalizes phone/email, dedupes by email in Airtable/HubSpot, creates deal, pings Slack #leads, and sends a personalized confirm email. Includes error branch for invalid emails.

WebhookIF (validate email)Airtable / HubSpotSlack NotifyGmail Confirm

Trigger

Webhook / Typeform / Calendly

Time saved

~3h per client

Customize

15 min

Loom: Customize Lead Intake → CRM Sync in 15 min

Public walkthrough for the free sample — node-by-node comments shown. 8:24

Download JSON + watch

Loom embed per workflow — shows exact node to edit for new client lead-intake-to-crm-sync.json

n8n JSON preview — node notes included

Download JSON

Each node has notes with customize instructions. Import via n8n → Workflows → Import from File.

{
  "name": "Lead Intake \u2192 CRM Sync",
  "nodes": [
    {
      "parameters": {},
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 1,
      "position": [
        300,
        300
      ],
      "notes": "// Lead Intake \u2192 CRM Sync \u2014 Webhook: CONFIGURE: replace with your credentials. See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "IF (validate email)",
      "type": "n8n-nodes-base.if",
      "typeVersion": 1,
      "position": [
        480,
        300
      ],
      "notes": "// Lead Intake \u2192 CRM Sync \u2014 IF (validate email): See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Airtable / HubSpot",
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 1,
      "position": [
        660,
        300
      ],
      "notes": "// Lead Intake \u2192 CRM Sync \u2014 Airtable / HubSpot: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Slack Notify",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 1,
      "position": [
        840,
        300
      ],
      "notes": "// Lead Intake \u2192 CRM Sync \u2014 Slack Notify: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Gmail Confirm",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 1,
      "position": [
        1020,
        300
      ],
      "notes": "// Lead Intake \u2192 CRM Sync \u2014 Gmail Confirm: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    }
  ],
  "connections": {
    "Webhook": {
      "main": [
        [
          {
            "node": "IF (validate email)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "IF (validate email)": {
      "main": [
        [
          {
            "node": "Airtable / HubSpot",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Airtable / HubSpot": {
      "main": [
        [
          {
            "node": "Slack Notify",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Slack Notify": {
      "main": [
        [
          {
            "node": "Gmail Confirm",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "48f4db84-950f-4535-bbce-958ee000281a",
  "meta": {
    "templateId": "lead-intake-to-crm-sync",
    "pack": "Agency Automation Starter Kit",
    "tier": "core",
    "version": "1.0.0",
    "docs": "See Setup PDF + Loom (15-min customize guide)",
    "support": "Updates free for 6 months \u2014 n8n node changes patched"
  }
}

How to customize in 15 min: 1) Duplicate workflow 2) Open first node → swap credentials 3) Edit Set nodes for client Slack channel / CRM fields 4) Edit OpenAI prompt tone 5) Test webhook → Activate. See Setup PDF.

CORE WORKFLOW

Lead Intake → CRM Sync

Webhook intake → dedupe → Airtable/HubSpot upsert → Slack notify → auto-confirm email. The #1 workflow every agency rebuilds.

Filelead-intake-to-crm-sync.json

Nodes5

Included in$49 Core (12)

Free download — JSON

No email required for preview • Claim via free sample page for updates

Stock n8n free alternative? Yes — but you rebuild it. This is curation + comments + Loom for 15-min client swaps. If you bill $50+/h, payback is <1h.

Bundle vs single template

Individual n8n templates sell $9–49 each elsewhere. Pack of 12 at $49 = $4/workflow. Pro adds 6 high-value AI workflows (lead scoring, outreach sequencer) that agencies charge $500+ to build custom.

$49

12 workflows

$79

18 workflows

Compare packs →

Customize checklist (from PDF)

Duplicate → rename to client slug
Swap credentials (first node notes)
Edit Set node: Slack channel, CRM table
Edit OpenAI prompt voice (if present)
Test webhook → activate

Open setup guide →