π¬ Reply to inbound form leads via SMS or email with Twilio, Gmail and Sheets
β‘ 38 views Β· π¬ Lead Nurturing & AI Sales Agents
Description
Quick Overview
This workflow captures inbound leads from an n8n Form, instantly replies via Twilio SMS (or Gmail email if no phone is provided), alerts a sales rep by SMS, and logs every submission to Google Sheets with the received time and first contact method.
How it works
- Receives a new lead submission from an n8n Form with name, email, phone, and request details.
- Loads configurable values like your business name, Twilio sending number, rep phone number, and the lead reply message.
- Checks whether the submitted lead includes a phone number.
- If a phone number is present, sends the lead an automated SMS reply via Twilio and texts the rep the lead details via Twilio.
- If no phone number is present, sends the lead a confirmation email via Gmail.
- Appends the lead details to a Google Sheets worksheet, including whether the first touch was SMS or email and the timestamp the lead was received.
Setup
- Add Twilio credentials, ensure you have a Twilio phone number capable of SMS, and set it as the sending number.
- Add a Gmail credential for sending emails from the inbox you want to use.
- Add a Google Sheets OAuth credential, replace the Google Sheet ID, and ensure a worksheet named βLeadsβ exists with columns matching the appended fields.
- Update the configuration values for business name, rep phone number, and the SMS reply text to match your process.
- Publish the n8n Form and embed or link it on your website so leads can submit it.
π Nodes Used
Google Sheets, Twilio, Gmail, n8n Form Trigger
π₯ Import
Download workflow.json and import into n8n:
Workflow menu β Import from File