Lead Intake, Qualification, and CRM Sync using Vero and Typeform - n8n Workflow

• Marketing teams needing rapid, automated lead qualification and follow-up.


• Sales operations specialists looking to instantly sync new Typeform leads into their CRM (Vero).


• Developers seeking a reliable n8n workflow to standardize form submission data.


• Users who need to log detailed lead activity to Google Sheets for reporting and auditing.

Lead management often suffers from slow manual processing, resulting in poor conversion rates. This robust n8n workflow solves this by instantly processing new Typeform submissions. It ensures data quality by validating the email format using an n8n node, normalizes disparate fields, and immediately updates the Vero customer profile. Critically, it employs a configurable qualification score to filter high-value leads. Only qualified leads proceed down the 'hot' path, receiving a personalized welcome email via Gmail, while simultaneously alerting the sales team via a Slack notification. This n8n template guarantees rapid, consistent, and accurate lead handling from submission to engagement, significantly enhancing your operational efficiency.

The process begins immediately upon submission of a form, triggered by the Typeform n8n trigger.

1. Configuration: The flow first hits the Workflow Configuration n8n node, centralizing parameters like the lead qualification score threshold (set to 40 by default).


2. Validation: Next, the Validate Email Format n8n node uses custom code (regex) to ensure the submitted email is properly formatted. A status flag is attached to the data item.


3. Mapping: The Map Contact Fields n8n node standardizes the raw Typeform data into clean attributes (e.g., firstName, company, score), ensuring data consistency before CRM insertion.


4. Vero Sync: The data is then pushed to the Vero Upsert Profile n8n node, creating or updating the contact record using the email as the unique identifier.


5. Qualification Check: The IF Qualified Lead n8n node checks if the lead's calculated score meets or exceeds the defined qualificationScore (40).


6. Qualified Path Execution (If True): Qualified leads proceed to the Send Welcome Email n8n node, which uses Gmail to deliver a personalized welcome message using data points like the recipient's name and plan.


7. Logging & Notification: Finally, the entire activity—including the qualification status and action taken—is logged to a specific Google Sheet via the Log to Google Sheets n8n node, and a summary alert is posted to Slack using the Notify Slack Channel n8n node. This end-to-end n8n workflow ensures full visibility and immediate action for high-value leads.

To deploy this n8n workflow, follow these steps:

1. Import JSON: Copy the provided JSON data and paste it into your n8n instance using the 'New' -> 'Import from JSON' option.


2. Typeform Credential Setup: Open the Typeform Trigger n8n node and set up your Typeform credentials. Specify the Form ID you wish to monitor.


3. Service Credentials: You must configure credentials for the following services: Vero, Gmail, Google Sheets, and Slack. Ensure these credentials are valid OAuth connections within your n8n setup.


4. Google Sheets Configuration: In the Log to Google Sheets n8n node, update the Document ID and Sheet Name to point to your desired auditing spreadsheet.


5. Configuration Node: Review the Workflow Configuration n8n node to adjust variables like the qualificationScore or slackChannel name (e.g., change #leads to #sales).


6. Activate: Save the n8n template and activate the workflow to begin listening for new Typeform submissions.

Typeform Trigger (n8n trigger): Initiates the workflow upon a new form submission from the specified Typeform ID. This n8n trigger pulls all raw answer data.
Workflow Configuration (Set n8n node): A utility n8n node used to define constant workflow parameters (e.g., qualificationScore set to 40).
Validate Email Format (Code n8n node): Executes custom JavaScript using regex to verify the email address structure, adding isValidEmail and validationStatus flags to the data item.
Map Contact Fields (Set n8n node): Used for data normalization, ensuring consistent naming (e.g., firstName, score) before sending data downstream.
Vero Upsert Profile (Vero n8n node): Creates or updates a customer profile in Vero using the normalized data, synchronizing attributes like score and plan.
IF Qualified Lead (IF n8n node): Performs critical flow control, comparing the lead's calculated score against the qualification threshold set in the configuration n8n node.
Send Welcome Email (Gmail n8n node): Sends a personalized HTML email to the lead's validated address, completing the automated follow-up loop for qualified contacts.
Log to Google Sheets (Google Sheets n8n node): Appends a row containing vital information (timestamp, score, action, status) for reporting purposes.

• Notify Slack Channel (Slack n8n node): Posts a detailed summary notification to the designated channel about the newly qualified lead.