Automation library · Lead generation

Speed to Lead: Instant Follow-Up for Clinics with Form Email

Started by someone submitting a form, and works across Gmail, Google Sheets and Twilio. 10 steps, 1 branch: a working afternoon to understand properly.

Medium

10 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Logic 2Service 6

The steps in the order they run, from what starts it.

  1. 1On Form SubmissionForm triggerStarts it
  2. 2On Error, Error TriggerError triggerStarts it
  3. 3Normalize Lead DataCodeLogic
  4. 4On Error, Log To SheetsGoogle SheetsService
  5. 5Append Lead To CRM SheetGoogle SheetsService
  6. 6On Error, Notify WilliamGmailService
  7. 7Send Follow-Up EmailGmailService
  8. 8Phone Number Valid?IfLogic
  9. 9Notify OwnerGmailService
  10. 10Send Follow-Up SMSTwilioService

How it's built

Starts on
Someone submitting a form
Steps
10, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Twilio
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Twilio accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 10 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 10 steps before you point it at anything that matters.