profile fields captured
Email, first name, last name, country, job level, job function, product experience, product goals, and beta-tester preference; all from one session.
automation lab / workflow 05
Lead capture form
A form-driven n8n workflow that captures newsletter sign-ups, notifies the team in real time, and progressively profiles each lead across a three-step survey.
The problem this solves
Most sign-up forms collect an email and stop. This one turns a single opt-in into 9 profile fields without any manual follow-up.
Instead of chasing leads for demographic data weeks later, the workflow captures job level, function, product experience, goals, and beta-tester interest in the same session, while the intent is still fresh.
The project
A newsletter sign-up that only captures an email is a missed opportunity. Sales and product teams still need to know who signed up, what they do, and what brought them to the product. Without that context, follow-up emails are generic, segmentation is guesswork, and high-intent leads get the same treatment as casual browsers.
This workflow solves that by treating the sign-up as the start of a short, structured conversation. It captures the email first, logs it immediately to Google Sheets, pings Slack so the team knows in real time, then walks the lead through three additional screens: professional background, product interests, and a beta-tester opt-in. Every response is written back to the same row, matched by execution ID, so there is one clean record per lead with no duplicates.
By the numbers
survey screens
Progressive profiling spread across "About You", "Your Interests", and "Join Beta Testers" so no single form feels overwhelming.
manual follow-ups needed
The entire profiling journey happens inline. No reminder emails, no CRM tasks, no sales rep chasing a form link.
Workflow anatomy
Sign up and log
A hosted form collects the email, appends it to Google Sheets with a timestamped execution ID, and fires a Slack block notification to the team.
Progressive survey
Three follow-on form screens collect professional context, product intent, and community interest without leaving the flow.
Update and confirm
All survey answers are matched back to the original row by execution ID, then the lead sees a branded completion screen.