B2B Demo Lead Rescue Desk: Enrich, Score, Route, and SLA Escalate

High-Level Summary

This workflow provides an automated lead rescue desk for B2B demo, quote, and integration leads. It receives incoming webhook payloads from your website forms, normalizes inconsistent field names, enriches the submitted page context, scores buyer intent, assigns an SLA and owner, logs the lead to Google Sheets, routes Gmail alerts, and returns a structured webhook response. This workflow is useful for sales teams that need to quickly triage leads, prioritize hot ones, and escalate enterprise opportunities.

Node-by-Node Walkthrough

• Lead Intake Webhook (No auth) — Listens for POST requests at the path `b2b-demo-lead-rescue. It receives the raw payload from your website form or lead capture tool.
• Normalize, Score, and Assign Owner (No auth) — A Code node that normalizes common form field variants (e.g., name, full_name, contact_name), scores contact quality, assigns intent tags, and determines priority (hot/review/normal), SLA minutes, owner team, and dedupe key. It also checks if contact info is usable.
• Has Usable Contact? (No auth) — An IF node that checks the `missing_contact flag. If true, it branches to the missing-contact path.
• Build Missing Contact Response (No auth) — A Set node that builds a JSON response with status "needs_contact" and a message asking for work email/phone.
• Respond Missing Contact (No auth) — Responds to the webhook with a 400 status.
• Fetch Submitted Page Context (No auth) — An HTTP Request node that fetches the page URL from the lead's `page_url field (or fallback). It retrieves the HTML content with a timeout of 8000ms.
• Extract Page Signals (No auth) — A Code node that extracts page title and meta description, adds page-specific tags (pricing, demo, etc.), and boosts the lead score accordingly.
• Build Audit Row (No auth) — A Set node that assembles the audit row with all relevant fields (received_at, priority, score, SLA, owner, tags, dedupe, email, company, message).
• Append Lead Audit Row (OAuth2) — A Google Sheets node that appends the audit row to a sheet named "Leads" in the specified spreadsheet ID.
• Route by Priority (No auth) — A Switch node that routes based on priority: hot, review, or normal (fallback).
• Build Hot Lead Alert (No auth) — A Set node that creates email subject and body for hot leads.
• Send Hot Lead Gmail Alert (OAuth2) — A Gmail node that sends the hot lead alert to [email protected].
• Send Review Queue Gmail Alert (OAuth2) — A Gmail node that sends review lead alert to [email protected].
• Send Normal Lead Gmail Alert (OAuth2) — A Gmail node that sends normal lead alert to [email protected].
• Needs Executive Escalation? (No auth) — An IF node that checks if needs_exec_escalation is true.
• Send Executive Escalation (OAuth2) — A Gmail node that sends escalation email to [email protected].
• Build Success Response (No auth) — A Set node that builds a success JSON with ok, status, score, SLA, owner, dedupe.
• Respond Success (No auth) — Responds to the webhook with a 200 response.

Setup Instructions

1. **Google Sheets: Create a new spreadsheet and note the spreadsheet ID. Enable Google Sheets OAuth2 credentials in n8n (Google Sheets node).
2. **Gmail: Enable Gmail OAuth2 credentials for the sender account (e.g., sales@, ops@, inbox@, leadership@).
3. **Webhook: Configure your website form or lead capture tool to POST to the webhook URL (e.g., https://your-n8n-instance/webhook/b2b-demo-lead-rescue).
4. **Replace placeholders: Replace REPLACE_WITH_SPREADSHEET_ID with your actual sheet ID. Replace email addresses ([email protected], [email protected], [email protected], [email protected]) with real addresses.
5. **Test: Send sample payloads with different scenarios (hot, review, normal, missing contact).

Use Cases and Variations

• **Adapt for different lead sources: Modify the normalization code to match your form field names.
• **Custom scoring: Adjust keywords, budget/timeline rules, and score thresholds.
• **Integrate with CRM: Replace Gmail alerts with Slack, HubSpot, or Salesforce nodes.
• **Deduplication: Use the dedupe_key to check existing leads in Google Sheets before appending.
• **Multi-team routing: Expand the switch node to route to different teams based on product or region.

{
  "name": "B2B Demo Lead Rescue Desk: Enrich, Score, Route, and SLA Escalate",
  "nodes": [
    {
      "id": "note-overview",
      "name": "Workflow Overview",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -1180,
        -520
      ],
      "parameters": {
        "content": "## B2B Demo Lead Rescue Desk: Enrich, Score, Route, and SLA Escalate\n\n### How it works\n\nThis workflow receives website demo, quote, and integration leads, normalizes inconsistent form payloads, enriches the submitted page context, scores buyer intent, assigns an SLA and owner, logs the lead to Google Sheets, routes Gmail alerts, and returns a structured webhook response.\n\n### Setup steps\n\n- Configure the Lead Intake Webhook URL in your website form or lead capture tool.\n- Replace placeholder Google Sheets credentials, sheet ID, and recipient Gmail addresses.\n- Test with one hot lead, one review lead, one normal lead, and one missing-contact payload.\n- Confirm SLA buckets, owner team routing, dedupe keys, and escalation terms match your sales process.\n\n### Customization\n\nAdjust scoring keywords, budget/timeline rules, recipient lists, and executive escalation thresholds to match your actual sales handoff.",
        "width": 560,
        "height": 840,
        "color": 7
      }
    },
    {
      "id": "note-intake",
      "name": "Receive and validate lead",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -620,
        -220
      ],
      "parameters": {
        "content": "## Receive and validate lead\n\nAccepts the incoming website lead webhook, normalizes common form field variants, scores contact quality, and rejects submissions that do not include a usable reply path.",
        "width": 640,
        "height": 360,
        "color": 7
      }
    },
    {
      "id": "note-score-audit",
      "name": "Score and audit lead",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        120,
        -260
      ],
      "parameters": {
        "content": "## Score and audit lead\n\nFetches submitted-page context, extracts title and meta signals, combines page intent with message, budget, timeline, and integration keywords, builds a dedupe key, and appends a complete audit row to Google Sheets.",
        "width": 900,
        "height": 360,
        "color": 7
      }
// ... truncated (copy to see full JSON)