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Free sampleBeginnerCRM AutomationForm trigger10 nodes

Capture inbound leads for follow-ups

Starts when someone submits the form across HubSpot and Twilio, branches on the check before anything is written, then drops anything it has already handled. Built for follow-ups, around a "Remove Duplicate Contacts" step, in 10 documented nodes.

Capture inbound leads with HubSpot and Twilio at scale. An original, ready-to-import n8n workflow built around the 'Lead Capture & Routing' pattern for sales & CRM. It starts from a form and orchestrates 10 nodes across HTTP / REST API, HubSpot, Twilio. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. Your team sees the right data at the right time.

Key benefits

  • Keeps HubSpot and Twilio in step for follow-ups, without anyone re-typing a row
  • Safe to re-run: records already in HubSpot or Twilio are skipped, across all 10 nodes of this follow-ups build
  • A failed HubSpot or Twilio call is retried rather than dropped, at any of the 10 nodes in this follow-ups build
  • Branches rejoin before HubSpot, so a follow-ups run reports once rather than 10 times
  • Pinned sample data ships with it — run all 10 nodes for follow-ups before wiring HubSpot

Use cases

  • Teams keeping HubSpot and Twilio aligned by hand for follow-ups
  • Intake checked for completeness before it is stored in HubSpot, for follow-ups
  • Follow-ups work where "Remove Duplicate Contacts" is still a manual step before HubSpot
  • Follow-ups work that only reaches HubSpot when a form is submitted, when someone remembers to start it

Integrations

HTTP / REST APIHubSpotTwilio

Workflow preview (10 nodes)

The template's actual node layout and connections. Node parameters and credential slots unlock with the download.

New Contact Form Submis…Form TriggerRemove Duplicate Contac…Remove DuplicatesEnrich — Primary Provid…Http RequestPrimary Hit?IfEnrich — Fallback Provi…Http RequestMerge Enrichment PathsMergeScore Enriched RecordsCodeUpsert into HubSpotHubspotHot Lead?IfPing Owner ImmediatelyTwilio

What's inside (10 nodes)

A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.

CodeForm TriggerHttp RequestHubspotIfMergeRemove DuplicatesTwilio

From download to running in 3 steps

  1. 1
    Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
  2. 2
    Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
  3. 3
    Activate. Run it once to test, then toggle Active. The automation is live.

What you'll learn

Foundation level

A starter-sized build - small enough to hold in your head while you learn the pattern.

  • Scoring inbound leads and routing them by heat
  • Assigning an accountable owner round-robin
  • Upserting into a CRM keyed on email

Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.

Common questions

What exactly do I get?

The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after download. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.

How do I import it into n8n?

In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.

Do I need anything else for it to work?

You need your own n8n instance and accounts/credentials for the apps this workflow connects to (HTTP / REST API, HubSpot, Twilio). No coding is required.

What if it doesn't work for me?

If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.

Can I modify or resell it?

You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.

Original n8n workflow template created and owned by WorkflowCrate. After purchase you receive the ready-to-import JSON file and a license to use and adapt it in your own projects.