Form → lead scoring → CRM

A website form posts to n8n. A rule set (and an optional AI step) sorts the lead, saves it to Airtable and alerts you.

Intermediate · 5 steps

Goal

Know which enquiries to answer first, with the reasoning visible so you can overrule it.

You will need

  • A website form that can POST to a URL
  • An n8n instance (cloud or self-hosted)
  • An Airtable base
  • Optionally a text model API key kept inside n8n credentials

Form → lead scoring → CRM

A website form posts to n8n. A rule set (and an optional AI step) sorts the lead, saves it to Airtable and alerts you.

Step 1 of 5 · Trigger

Website form

A visitor submits name, email, budget range and a short description.

What you set up

Send the form as JSON to an n8n webhook URL. Add a honeypot field and a spam check.

Watch for

Open webhooks get spammed. Validate input and add a secret or Turnstile check.

Setup steps

  1. Write your qualification rules

    Decide which answers make a lead a priority. Keep it to three or four rules you can explain.

  2. Create the Airtable table

    Add fields for contact, message, score, summary, source and status.

  3. Build the webhook and validation

    Use a Webhook node, then checks for a valid email, message length and honeypot field.

  4. Add scoring and the optional summary

    Use a Code or Set node for rule-based scoring. If you add a model, send it only the message text.

  5. Write the record and alert

    Create the Airtable row, then send the Telegram message with a link to it.

  6. Test with bad data

    Submit empty fields, long text, fake emails and a honeypot value before you publish the form.

Test it before you rely on it

  • Submit a valid lead and check Airtable and Telegram.
  • Submit with the honeypot filled and confirm nothing is saved.
  • Submit a very long message.
  • Stop n8n and confirm the form shows an honest error.

Caveats

  • This workflow handles personal data. Update your privacy page and keep a retention rule.
  • AI output can be wrong. Use it to sort and summarise, never to reject.
  • We do not ship an importable n8n JSON file. A file that has not been tested against your n8n version would be a guess.

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