Project 1 · Intermediate Phase 5 · Real Projects

🏗️ Full Automation Workflow

Put everything you have learned into one real, production-ready system. You will build a complete business automation that captures a form submission, enriches the contact data, updates a CRM record, sends a Slack notification, and delivers an email summary — all automatically, triggered by a single form fill.

📋
Form → CRM
End-to-end flow
💬
Slack Alert
Real-time notify
📧
Email Report
Auto-summary
60 min
Build time
Project Overview

What You Are Building

This project simulates a lead capture workflow used by real businesses. When a potential customer fills out a contact form, the entire process — from data validation to team notification — should happen automatically without anyone touching it manually.

Complete Workflow Architecture
1. Webhook Trigger       — receive Typeform/Tally form submission
        ↓
2. IF Node              — check if email domain is business (not gmail/hotmail)
        ↓ true                             ↓ false
3. HTTP Request          3. Gmail Node   — send "personal email" notice
   (Clearbit Enrichment) ↓
   Get company name, size, industry
        ↓
4. Google Sheets Node   — append lead to CRM spreadsheet
        ↓
5. Slack Node           — notify sales team: "New lead: [Company] — [Name]"
        ↓
6. Gmail Node           — send welcome email to the lead
Section 2

Step-by-Step Build Guide

1
Set Up Your Webhook Trigger
Create a new N8N workflow. Add a Webhook trigger node. Copy the test URL. In Tally.so (free), create a simple form with fields: Name, Email, Company, Message. Set the form's webhook to your N8N test URL. Submit a test response to capture the data structure.
2
Add Email Domain Validation
Add an IF node. Condition: {{ $json.email }} does NOT contain "gmail.com" AND does NOT contain "hotmail.com" AND does NOT contain "yahoo.com". True = business lead, False = personal email → send a different follow-up.
3
Log to Google Sheets
Connect the true branch to a Google Sheets node. Operation: Append Row. Map the form fields to sheet columns: Name, Email, Company, Message, Timestamp. Use {{ $now }} for the timestamp. This becomes your simple CRM.
4
Notify Your Team on Slack
Add a Slack node. Channel: your team channel. Message: 🚀 New lead: *{{ $json.name }}* from *{{ $json.company }}* — {{ $json.email }}. This pings the team instantly when a new qualified lead arrives.
5
Send Welcome Email
Add a Gmail node. To: {{ $json.email }}. Subject: "Thanks for reaching out, {{ $json.name }}!". Body: A warm, professional email welcoming them and setting expectations for when they will hear back. Activate the workflow and test it live.
🏆
Make it yours: Swap Slack for Discord, Google Sheets for Airtable, Tally for Typeform. The pattern stays the same — only the node choices change. This is the real power of N8N: you are not locked into any specific app.
Project 1 Complete!

You built a real production automation. Mark it done and move to Project 2!