🎣 Collect duplicate-safe client intake with forms and Google Sheets
⚡ 29 views · 🎣 Lead Generation & Enrichment
Description
Quick Overview
This workflow collects new client intake details via an n8n Form and appends a normalized, timestamped record to Google Sheets for consistent tracking.
How it works
- Receives a new submission from an n8n Form asking for name, email, company, service needed, budget, and notes.
- Cleans and standardizes the submitted fields by trimming whitespace, collapsing repeated spaces, lowercasing the email address, and adding an ISO timestamp.
- Appends the normalized intake data as a new row in a Google Sheets worksheet by mapping fields to the sheet headers.
Setup
- Create a Google Sheet with the header row: Timestamp, Name, Email, Company, Service needed, Budget, Notes (case-sensitive).
- Add a Google Sheets OAuth2 credential and select the target Google Sheets document and worksheet in the append step.
- Test the form using the Form Trigger test URL to confirm a row is appended, then activate the workflow and share the production form URL.
🔗 Nodes Used
Google Sheets, n8n Form Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File