Multi-Source Lead Qualification and Dynamic Routing System - n8n Workflow

Sales Operations teams needing instant lead prioritization in HubSpot.
Marketing teams capturing leads via Typeform and running multi-channel campaigns (Facebook, SurveyMonkey).
Businesses looking for a unified, automated lead management system using a flexible n8n solution.
Developers seeking reliable n8n templates for CRM and database integration.

Handling inbound leads efficiently is crucial, but often requires tedious manual routing and qualification. This robust n8n workflow solves this by creating a dynamic, self-managing pipeline. When a new submission hits the Typeform n8n trigger, the system instantly qualifies the lead based on budget criteria (e.g., >$5,000). High-value leads are immediately routed to HubSpot, where a contact is created/updated and a priority follow-up task is logged for immediate sales action. Furthermore, this n8n automation intelligently segments leads based on source (Facebook, SurveyMonkey, etc.), storing the data in the appropriate system (Google Sheets for Facebook leads, Airtable for SurveyMonkey leads). This powerful n8n workflow ensures no lead is missed, and high-value opportunities receive instant attention, significantly boosting sales velocity and data accuracy across your organization. It's an essential n8n template for complex sales funnels.

The entire process is initiated by the Typeform n8n trigger node. Upon receiving a new submission, the n8n workflow immediately sends the data to the Check High-Budget Lead n8n node (an If node).

1. Lead Qualification: If the budget specified by the lead is greater than $5,000, the workflow executes the 'True' branch, creating or updating the contact in HubSpot and adding a priority task using the HubSpot Add Priority Task n8n node.


2. Source Check (Facebook): Regardless of priority, the flow moves to the Check if Facebook Lead n8n node. If the source field contains 'Facebook', the lead data is logged into Google Sheets.


3. Source Check (SurveyMonkey): If the lead is not from Facebook, the Check if SurveyMonkey Lead n8n node evaluates the source. If it matches 'SurveyMonkey', the data is stored in the Airtable n8n node.


4. Final Acknowledgment: After successful logging (to Google Sheets, Airtable, or neither if it was an unrouted low-priority lead), the flow converges on the Send Gmail Auto-Response n8n node. This final action ensures every lead receives an immediate, personalized acknowledgment email, confirming receipt and setting expectations for follow-up. This complex routing is achieved using modular n8n nodes.

To deploy this powerful n8n workflow, follow these steps:

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


2. Typeform Credential Setup: Click the Typeform Submission Trigger n8n node. Connect your Typeform API credential and select the specific Form ID you wish to monitor.


3. HubSpot Credential Setup: Configure the HubSpot App Token credentials on both HubSpot n8n nodes (Create/Update Contact and Add Priority Task).


4. Google Sheets Setup: Set up your Google Sheets OAuth2 API credentials and specify the target Document ID and Sheet Name where Facebook leads should be logged.


5. Airtable Setup: Set up your Airtable OAuth2 API credentials and specify the Base ID and Table Name for storing SurveyMonkey leads.


6. Gmail Setup: Configure your Gmail OAuth2 credentials in the Send Gmail Auto-Response n8n node. Ensure the template message uses the correct data references ({{ $json.email }}).


7. Activate: Save and activate the n8n workflow. The Typeform n8n trigger is now live and waiting for submissions.

📋 Typeform Submission Trigger: This is the starting n8n trigger. It listens for new form submissions from a specified Typeform form, initiating the entire n8n workflow.
💰 Check High-Budget Lead (If n8n node): Function: Qualifies leads. Key Configuration: Checks if What is your Budget is greater than 5000 (Number, operation: gt).
👤 HubSpot — Create/Update Contact (HubSpot n8n node): Function: Ensures contact existence in the CRM. Key Configuration: Uses Email for deduplication and updates Name, Phone Number, and Budget properties.
📝 HubSpot — Add Priority Task (HubSpot n8n node): Function: Creates a high-priority task for sales. Key Configuration: Sets resource to engagement and type to task, with a body that references the high budget amount.
📘 Check if Facebook Lead (If n8n node): Function: Routes leads based on source. Key Configuration: Checks if the lead_source or source field contains the string 'Facebook'.
📄 Log Facebook Lead to Google Sheet (Google Sheets n8n node): Function: Stores Facebook lead data for marketing analysis. Key Configuration: Uses the append operation to add a new row to a defined Google Sheet ID.
📦 Store SurveyMonkey Lead in Airtable (Airtable n8n node): Function: Stores SurveyMonkey lead data. Key Configuration: Uses the create operation to insert lead details into a specific Airtable base and table.
📧 Send Gmail Auto-Response (Gmail n8n node): Function: Provides immediate confirmation to the lead. Key Configuration: Uses expressions (={{ $json.email }}) to dynamically address the user and inserts personalization like {{ $json.name }} into the email body.