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BeginnerStarterCRM AutomationForm trigger10 nodes

Route inbound leads: Microsoft Teams

Starts when someone submits the form across Microsoft Teams and HubSpot, routes each kind of record down its own branch, then runs the custom logic in a Code node. Built for contact sync, around a "Score the Lead" step, in 10 documented nodes.

Route inbound leads with HubSpot and Microsoft Teams 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 Microsoft Teams, HubSpot. 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 Microsoft Teams and HubSpot in step for contact sync, without anyone re-typing a row
  • A failed Microsoft Teams or HubSpot call is retried rather than dropped, at any of the 10 nodes in this contact-sync build
  • Branches rejoin before Microsoft Teams, so a contact-sync run reports once rather than 10 times
  • Pinned sample data ships with it — run all 10 nodes for contact sync before wiring Microsoft Teams
  • 10 nodes, each with a doc card explaining what it does for contact sync

Use cases

  • Teams keeping Microsoft Teams and HubSpot aligned by hand for contact sync
  • Intake checked for completeness before it is stored in Microsoft Teams, for contact sync
  • Contact sync work where "Score the Lead" is still a manual step before Microsoft Teams
  • Contact sync work that only reaches Microsoft Teams when a form is submitted, when someone remembers to start it

Integrations

Microsoft TeamsHubSpot

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 TriggerScore the LeadCodeAssign Round-Robin OwnerCodeRoute by HeatSwitchHot → HubSpot + Instant…HubspotNotify Assigned OwnerMicrosoft TeamsWarm → Drip via Microso…Microsoft TeamsCold → Park in Nurture …HubspotCombine Lead PathsMergeSend Summary to Microso…Microsoft Teams

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 TriggerHubspotMergeMicrosoft TeamsSwitch

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 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 (Microsoft Teams, HubSpot). 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.