Onboard leads: Outlook
Runs on a schedule across Outlook and Airtable, routes each kind of record down its own branch, then runs the custom logic in a Code node. Built for capture forms, around a "Score the Lead" step, in 10 documented nodes.
Onboard leads with Airtable and Outlook and log the results. An original, ready-to-import n8n workflow built around the 'Drip Sequence' pattern for sales & CRM. It runs on a schedule and orchestrates 10 nodes across Outlook, Airtable. It uses n8n's LangChain AI nodes (Agent/Chain + chat model). Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. What used to take a morning now runs on its own.
Key benefits
- ✓Keeps Outlook and Airtable in step for capture forms, without anyone re-typing a row
- ✓A failed Outlook or Airtable call is retried rather than dropped, at any of the 10 nodes in this capture-forms build
- ✓Branches rejoin before Outlook, so a capture-forms run reports once rather than 10 times
- ✓Pinned sample data ships with it — run all 10 nodes for capture forms before wiring Outlook
- ✓10 nodes, each with a doc card explaining what it does for capture forms
Use cases
- →Teams keeping Outlook and Airtable aligned by hand for capture forms
- →Capture forms work where "Score the Lead" is still a manual step before Outlook
- →Capture forms work that only reaches Outlook on a schedule, when someone remembers to start it
Integrations
Workflow preview (10 nodes)
The template's actual node layout and connections. Node parameters and credential slots unlock with the download.
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.
From download to running in 3 steps
- 1Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
- 2Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
- 3Activate. Run it once to test, then toggle Active. The automation is live.
What you'll learn
Foundation levelA starter-sized build - small enough to hold in your head while you learn the pattern.
- •Checking for conversion before every step so the drip stops
- •Segmenting the audience up front
- •Moving data between Airtable and Outlook in a single run
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 payment. 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 (Outlook, Airtable). 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.
Related templates
Capture form submissions with Google Sheets & Airtable
Capture forms on n8n: runs when a form is submitted across Google Sheets, Airtable, Slack and Outlook, starting at "Download Source File". Parses the incoming file into rows. 23 documented nodes.
Onboard leads: Airtable & Slack
Capture forms on n8n: runs on a schedule across Airtable, Slack, Google Sheets and Outlook, starting at "Read Pending Queue (Airtable)". 18 documented nodes.
Nurture leads for capture forms
Capture forms on n8n: runs on a schedule across Google Sheets, Airtable and Outlook, starting at "Read Pending Queue (Airtable)". Walks the list in batches, pausing between them. 23 documented nodes.
Capture form submissions: Airtable, form
Capture forms on n8n: runs when a form is submitted across Airtable, Outlook and Slack, starting at "Stamp & Shape Lead". Routes each kind of record down its own branch. 13 documented nodes.