Ready-made n8n template

Inbound Lead Router & Auto-Assign n8n Workflow

Route every inbound lead to the right sales rep in under 60 seconds — based on territory, product line, or company size.

HubSpotSalesforceSlackTypeformn8n

How this workflow runs

What it does

Inbound Lead Router & Auto-Assign n8n Workflow overview

Route every inbound lead to the right sales rep in under 60 seconds — based on territory, product line, or company size. The n8n workflow connects HubSpot, Salesforce, Slack through a visible sequence of 5 trigger, processing, and delivery steps. Each step can be inspected and adapted before the automation is activated.

Who it is for

A practical fit for teams with this repeatable process

This template is designed for sales teams, agencies, consultants, and service businesses that want a documented starting point they can run in their own n8n environment.

How it works

The workflow logic, step by step

  1. Multi-Source LeadForm, chatbot, ad, or import
  2. Parse & NormalizeStandardizes data from all sources
  3. Routing EngineApplies territory / size / product rules
  4. CRM AssignLead created and assigned in CRM
  5. Slack + EmailRep notified + sequence activated

Connected tools

Integrations

These are the services represented in the current template. Substitute services may require different nodes, credentials, and field mappings.

  • HubSpot
  • Salesforce
  • Slack
  • Typeform
  • n8n

What is built in

Features

  • Multi-Source Lead: Form, chatbot, ad, or import
  • Parse & Normalize: Standardizes data from all sources
  • Routing Engine: Applies territory / size / product rules
  • CRM Assign: Lead created and assigned in CRM
  • Slack + Email: Rep notified + sequence activated

Before you import

Requirements

Third-party accounts, usage fees, and API access are not included with the template.

  • An active n8n instance
  • HubSpot account or API credentials
  • Salesforce account or API credentials
  • Slack account or API credentials
  • Typeform account or API credentials
  • Your own business rules, sample data, and approval criteria

What the buyer receives

A documented, editable n8n workflow package

Template package

  • Importable n8n workflow JSON
  • Setup documentation
  • Recorded video walkthrough
  • One bonus workflow

Not included

  • Third-party subscriptions or API credits
  • Your service credentials
  • Custom field mapping unless setup is purchased
  • Unsupported claims about business outcomes

FAQ

Questions about this n8n workflow

What is included with the Inbound Lead Router & Auto-Assign template?

You receive the importable n8n workflow JSON, setup documentation, a video walkthrough, and a bonus workflow. Credentials and paid third-party subscriptions are not included.

Can I edit the workflow after importing it?

Yes. The workflow runs in your n8n account, so you can inspect and change nodes, prompts, schedules, field mappings, and routing rules before activation.

Which integrations does this n8n workflow use?

The current template is designed around HubSpot, Salesforce, Slack, Typeform. Equivalent services may require node and field-mapping changes.

Is setup help available?

Yes. The template is available for self-installation, and a done-for-you setup option starts at $899. Final setup scope depends on your accounts and customization needs.

Choose your route

Get the template or request installation

Self-install the workflow for $79, or request a scoped setup from $899 on your own accounts.