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Sales & CRM

Stalled Deal form intake with CRM creation and owner notification

7 nodes 21 1 Webhook
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Workflow Description

The workflow receives POST requests on a webhook path, normalizes the payload into source and input fields, and checks that input is not empty. Valid requests trigger two sequential HTTP calls to placeholder APIs to create a CRM record and notify the owner, then respond with status created; empty requests respond with status missing-fields.

How it works

  1. 1.The Form Webhook node accepts POST requests at path sales-stalled-deal-monitor-form using responseNode mode.
  2. 2.The Normalize Form Set node maps body into input and tags source as Stalled Deal Monitor.
  3. 3.The Required Fields IF node routes non-empty input to the creation branch and empty input to the missing-fields branch.
  4. 4.Create CRM Record sends a POST with a placeholder body to the example CRM API using generic credentials.
  5. 5.Notify Owner sends a similar POST to the notify API, then Respond OK returns status created.
  6. 6.Respond Missing returns status missing-fields for empty input.

Use cases

  • Capturing stalled-deal review submissions from an external form into a CRM system.
  • Notifying the deal owner immediately after a valid submission and confirming receipt to the sender.

Requirements

  • Configure genericCredentialType credentials for both HTTP Request nodes and replace the api.example.com placeholder URLs and body values with real endpoints and fields.
  • Activate the workflow in n8n so the webhook can receive requests, and extend the Set/IF nodes to validate the actual required form fields.

Setup and testing in n8n

  1. POST to the webhook path with a non-empty body and verify both HTTP nodes run and the response is created.
  2. POST with an empty body and verify the response is missing-fields from Respond Missing.
  3. Inspect the n8n execution log to confirm the node connection flow.

Service Value

Ready-made workflow template for automation delivery and service execution.

Apps Used

Webhook Set If HTTP Request

Details

Trigger Webhook
Nodes 7
Apps 4
Views 21
Downloads 1

How to Use

  1. 1.Click "Download Template"
  2. 2.Open your n8n dashboard
  3. 3.Go to Workflows > Import from File
  4. 4.Select downloaded file and configure credentials

Nodes Used (7)

Form Webhook

Webhook

#1

Normalize Form

Set

#2

Required Fields

If

#3

Create CRM Record

HTTP Request

#4

Notify Owner

HTTP Request

#5

Respond OK

Webhook

#6

Respond Missing

Webhook

#7

Source and license

Sticky Note

#8
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