Automate Client Lifecycle: Lead Intake to Onboarding with Airtable, Notion & Google Calendar
Go to Workflow
Dhruv Mali
Description
How it works
This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view:
Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using Clearbit, and creates records in Airtable and Notion.
Manage Bookings: Processes scheduling webhooks to update lead status, create Google Calendar events, and send pre-call survey emails.
Send Reminders: Runs a daily schedule to scan Airtable for upcoming calls and automatically sends 24h reminder emails to reduce no-shows.
Onboard Clients: Reacts to successful payments by marking leads as "Paid," generating a Notion Onboarding Checklist, and sending a Welcome Kit via Email and WhatsApp.
Set up steps
Configure Credentials:
Connect your accounts for Airtable, Notion, Slack, Google Calendar, and GMAIL.
(Optional) Add credentials for Clearbit (enrichment) and Twilio (WhatsApp).
Customize Emails:
Open the four Email Send nodes.
Customize the Body Text with your own booking links and survey URLs.
Configure Tables & IDs:
Update the Airtable nodes with your specific Base and Table names (e.g., tblLeads).
Update the Notion nodes with your Database IDs for Projects and Onboarding.
Connect Webhooks:
Copy the Production URLs from the three Webhook nodes (Lead Intake, Booking, Payment) and paste them into your respective form, calendar, or payment provider settings.
This workflow was created by Dhruv Mali and shared publicly on the n8n community template library. n8nFind indexes it for discovery — the workflow remains the property of its original creator.