Overview
n8n an open-source, workflow automation tool that allows both developers and businesses to build powerful, scalable automations without getting trapped in proprietary systems.
Unlike SaaS alternatives with per task price or inflexibility where you can’t have full control, n8n believe in self-hosting. They have strong integrations, flexible logic operators which allow to create complex chains of logic, and a powerful execution system
Objective
We are going to take a look at a use case of how to automate a lead capture and nurturing system. A process commonly done but one that is often done with far too many prospects falling through the cracks in many sales and marketing teams.
We’re going to automate the cut of specifically the followings
- How to get leads from a web form or landing page
- Enhancement of lead data in API form
- For example, storing lead information in a CRM (HubSpot or Zoho)
- Sending a personalized welcome email
- Send the deal to the sales team in Slack or Microsoft Teams
How does it work?
Step 1: Upload Business Card
If you meet someone right now, just drop the scanned or photographed business card in a specific Google Drive folder. N8n keeps an eye on this folder so the workflow will automatically start running there is no click, form filling and waiting.
Step 2: OCR + Role Detection
This makes n8n depend on the Optical Character Recognition to get each and every detail available in the contact card.
- Name
- Phone Number
- Company Name
- Job Title
After extraction, OpenAI step in and examines the job title then categorises them into their departments like Marketing, HR, Tech.
Step 3: Google Sheet Login
All structured contact information is automatically saved to your list with access to Google sheet, instantly searchable, shareable and ready for import in CRM.
Step 4: Automate Personalized Emails
Lastly, Open AI writes a unique outreach email depending on the role of the person, n8n sends the message right away, with Gmail.
Technology Stack Included
Key Benefits
No Manual Entry
Eliminates the requirements of writing and making entry of everything manually, like Email and contact details. This automation removes this one of the most time taking part.
Instant Personalized Outreach
Open AI creates personalized messages for outreach as per the role of that specific person, this increases the chance of response.
Fast Follow Up
N8n tool assists in sending the fast follow ups as it quickly sends the personalized message after meeting to make sure it helps in building a strong relationship.
Lead Database Ready To Use
This tool and its automation helps in maintaining accurate data in Google sheets, so that anyone can use it instantly whenever needed without the manual entry or human errors in data.
Closure
This shows you how n8n allows businesses (esp startups and SMBs) to create powerful yet affordable automations for their businesses without having to commit to a pricey SaaS platform. Integrating lead generation, enrichment, CRM and internal notifications systems, have everything needed in a single, simple workflow, helping businesses ensure a more efficient and in the end, more closed revenue.