Work · Fintech · Leads
Sales hears about website leads late
What I built: Website leads straight to sales
Five website forms, including a Google Ads page, now create the CRM lead and alert sales by email, automatically.
Same client as the other fintech examples.
5 forms, each ending in a sales email (verified)
5 forms, one path (verified)
Verified = seen in the system. Self-reported = my own measure.
Leads landed in different places.
Five website forms, including a Google Ads landing page, sent leads to different places.
Sales heard about some of them late.
Every form now ends at sales.
- One n8n flow per form (5): check the lead, find the person in the CRM, create or update the lead, then email the sales team through Outlook.
- The old Zoho step is still in the flow but switched off: a clean cut-over, easy to roll back.
Step by step
- The form posts to an n8n webhook.
- n8n checks the lead and finds or creates the person in the CRM.
- It saves the lead.
- It emails sales right away, with a link to the record.
Screenshots
Form to CRM to sales email.
How I built it
- I worked inside the team’s own tools: their self-hosted n8n and their self-hosted Twenty CRM.
- I wrote the workflows with Claude Code as my AI coding tool (self-reported). I decided what to build and checked every run.
- Read-only probe workflows tested each API before anything wrote to it.
What you can check
- Verified: 5 form workflows, each ending in a CRM lead and a sales email. Source: n8n, 15 Oct 2026
Take the workflow, free
- Website contact form to CRM + sales email: Website form to CRM, plus a clean email to sales.
What this means for your team
Every form, every ad landing page, into the CRM and in front of sales right away. No lead sits in an inbox.
Tools
- n8n
- Twenty CRM
- Outlook / Microsoft Graph
- Website forms
- Google Ads landing page