Lead Automation Workflow Documentation

Documentation for the Lead Scraper and CRM Automation (Lite Version) workflow.

1 n8n Workflow Architecture

The application relies on an n8n workflow to process lead data and map it into the CRM system. The workflow executes in the following sequence:

Capture Lead DataWebhook POST

→

Validate & Clean Lead DataPOST to OpenRouter AI

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Categorize LeadCode Execution

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Map to CRM SchemaManual Mapping

→

Create New Lead RowCreate Row in DB

→

Check Priority LevelIf / Switch Logic

true →

false →

Send Lead ConfirmationGmail - Send Message

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Webhook Capture The system listens for incoming POST requests from the front-end form, collecting raw name, email, and message data.
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OpenRouter Validation An HTTP request is sent to an LLM via OpenRouter to clean up formatting, fix typos, and structure the raw message content for CRM compatibility.

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Categorization & Mapping Custom code categorizes the lead based on intent, followed by mapping the structured data manually to match the exact CRM schema.
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Database Insertion A new row is automatically created in the CRM database with the polished lead data.
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Conditional Emailing The priority level of the lead is evaluated. If it passes priority checks, an automated confirmation email is dispatched via Gmail.