Qualify demo requests for enrichment
Starts when someone submits the form across Google Sheets, HubSpot and Microsoft Teams, routes each kind of record down its own branch, then drops anything it has already handled. Built for enrichment, around a "Stamp & Shape Lead" step, in 31 documented nodes.
Qualify demo requests with HubSpot and Microsoft Teams for your team. An original, ready-to-import n8n workflow built around the 'Lead Capture & Routing' pattern for sales & CRM. It starts from a form and orchestrates 31 nodes across Google Sheets, HubSpot, Microsoft Teams. 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 Google Sheets and HubSpot in step for enrichment, without anyone re-typing a row
- ✓Safe to re-run: records already in Google Sheets or HubSpot are skipped, across all 31 nodes of this enrichment build
- ✓A failed Google Sheets or HubSpot call is retried rather than dropped, at any of the 31 nodes in this enrichment build
- ✓Branches rejoin before Google Sheets, so a enrichment run reports once rather than 31 times
- ✓Every enrichment run leaves an audit row behind, alongside Google Sheets
Use cases
- →Teams keeping Google Sheets and HubSpot aligned by hand for enrichment
- →Intake checked for completeness before it is stored in Google Sheets, for enrichment
- →Enrichment work where "Stamp & Shape Lead" is still a manual step before Google Sheets
- →Enrichment work that only reaches Google Sheets when a form is submitted, when someone remembers to start it
Integrations
Workflow preview (31 nodes)
The template's actual node layout and connections. Node parameters and credential slots unlock with the download.
What's inside (31 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
Architect levelThe deepest tier - sub-workflow delegation, state snapshots, and full observability.
- •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 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 (Google Sheets, HubSpot, Microsoft Teams, Slack, …). 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.
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