Case study

Sample: n8n lead follow-up automation for a B2B company

Every new lead logged, routed and followed up automatically — with a daily WhatsApp report for the sales manager.

Results & dataDemo sample
Sector
B2B services
Market
UAE
Period
6-week build
Platforms
n8n, HubSpot, WhatsApp Cloud API, Google Sheets
Baseline
Leads copied by hand from email to a sheet to the CRM
< 1 minTime for a new lead to reach a sales rep
0Manual data entry between forms and CRM
5Systems connected in one flow

Data source: Demo data for design review — to be replaced with n8n execution logs and CRM reports

The challenge

Leads arrived from four sources, and follow-up depended on people remembering.

What we did

An n8n workflow collects leads from all sources, cleans data, logs to HubSpot, assigns reps, sends a WhatsApp alert and reminds if no reply is logged.

Next step

Let's build your next stage of growth together

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