Reference
Customize
Almost everything is a Config field. The rest are small, well-marked edits.
#Common changes
| You want to | Change this |
|---|---|
| Use your own Sheet or tab names | sheet_id, leads_tab, error_tab |
| Use another country | default_country_code (63 PH, 65 SG, 60 MY, 84 VN, 62 ID, 1 US) and timezone (Asia/Manila, Asia/Singapore, …) |
| Switch alert channels | alert_telegram, alert_slack, alert_discord, in any combination |
| Stop alerts for repeat leads | alert_on_duplicate = false |
| Thank repeat leads too | ack_on_duplicate = true |
| Turn off the thank-you email | send_ack = false |
| Change the email wording | ack_subject ([business] is replaced), ack_response_time, ack_signature, ack_from_name. The HTML layout is in Build Response & Alerts. |
| Only match repeats by email | dedupe_by_phone = false |
| Keep more sales stages on repeat | keep_status_on_duplicate (comma list) |
| Make spam rules stricter or looser | spam_keywords, blocked_email_domains, max_links_in_message, min_fill_seconds, honeypot_field |
| Accept an unusual field name | Add it to the pick(...) lists at the top of Normalize & Validate |
| Change the website or form address | Webhook node Path (lead-capture). Demo Form: Demo Lead Form → Options → Form Path (lead-capture-demo). |
| Change the hosted form text | Demo Lead Form for the title and fields; Thank-You Page and Error Page for the endings |
| Add a Reply-To address | Gmail node → Options → Reply To |
#Add a CRM
Add HubSpot, Notion, Airtable or Pipedrive after Build Response & Alerts. All lead data is available as:
{{ $('Dedupe Check').first().json }}For example {{ $('Dedupe Check').first().json.email }} or .lead_id.
#Add WhatsApp, Viber, Messenger or SMS
Add an output to Route Alerts and connect an HTTP Request node (or the WhatsApp Business Cloud node). The Discord alert already works this way, so copy its pattern, including the error output to Log Notification Failure.
#Send leads from another workflow
Any workflow can hand leads to this one, for example a Facebook Lead Ads trigger or a Typeform webhook:
- Add an Execute Workflow node: source Database, workflow Lead Capture → Sheet + Alerts, Wait For Sub-Workflow Completion on.
- Pass items with
name,email,phone,messageand so on. Any field alias works. - Add a
sourcefield, such asfacebook-lead-ads, so the Sheet shows where it came from.
The lead arrives with trigger = subworkflow, skips the website reply, and gets the same cleaning, dedupe, email and alerts.
#Run several clients on one n8n
Duplicate the three workflows per client. In each copy, change the webhook Path (for example lead-capture-santos-dental), the form path, and the Config values. Each client can use their own Google credential and Sheet.
#Keep spam for review
Spam is dropped by default. To review it, add a Google Sheets Append node on the false output of Valid Lead?, writing to a Spam tab.