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# N8N Sales Automation & Lead Management System ## Project Overview We are looking for an experienced N8N Automation Developer to build a complete Sales Automation, CRM Workflow, and WhatsApp Lead Management System for our compliance and certification business. The system should automate the entire sales lifecycle from lead capture to quotation, follow-up, customer conversion, and renewal reminders. --- ## Required Integrations ### Lead Sources * Website Contact Forms * Website Quote Request Forms * WhatsApp Business API * Facebook Lead Ads * Google Forms * Email Inquiries * Manual Lead Entry ### Communication Channels * WhatsApp Business API * Gmail / Google Workspace * SMS Gateway (optional) * Telegram Notifications (optional) ### CRM * Airtable / Supabase / Google Sheets (recommend best option) * Lead Database * Customer Database * Opportunity Pipeline --- ## Required Workflows ### 1. New Lead Capture Workflow When a new lead is received from: * Website * WhatsApp * Email * Facebook Lead Ads System should: * Create lead automatically * Assign unique lead ID * Store in CRM * Notify sales team via WhatsApp and Email --- ### 2. WhatsApp Auto Response When a lead contacts us: * Send welcome message * Ask required details * Collect product information * Store responses automatically in CRM --- ### 3. Lead Qualification Workflow System should: * Identify hot/warm/cold leads * Assign lead score * Move lead through stages automatically Stages: * New Lead * Contacted * Qualified * Quotation Sent * Negotiation * Won * Lost --- ### 4. Quotation Workflow Generate quotation request task automatically. When quotation is sent: * Update CRM * Schedule follow-up reminders --- ### 5. Automated Follow-Up Workflow Automatic reminders: * Day 1 * Day 3 * Day 7 * Day 14 via: * WhatsApp * Email Sales team should be notified if no response received. --- ### 6. Customer Conversion Workflow When deal is marked Won: * Move lead to customer database * Generate onboarding task * Create customer record --- ### 7. Renewal Reminder Workflow For certification projects: * 30 Days Before Expiry * 15 Days Before Expiry * 7 Days Before Expiry Automatic reminders through: * WhatsApp * Email --- ### 8. Dashboard Required Dashboard: * Total Leads * New Leads * Open Opportunities * Won Deals * Lost Deals * Monthly Revenue * Follow-up Due Today --- ## Technical Requirements * N8N Self Hosted Setup * Documentation * Error Handling * Logging * Backup Workflow * Scalable Architecture --- ## Preferred Experience Experience with: * N8N * WhatsApp Business API * Meta Cloud API * CRM Automation * Lead Management Systems * Sales Funnel Automation Please provide: * Similar projects completed * Estimated timeline * Proposed architecture * Fixed price quotation
Project ID: 40528875
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37 freelancers are bidding on average ₹9,327 INR for this job

✋ Hi there. I can build this complete N8N sales automation and lead management system for your compliance business. ✔️ I have rich experience building N8N automation systems and recently completed a similar project with WhatsApp Business API, Airtable CRM, and multi-stage lead workflows. I will develop this by setting up N8N workflows for each lead source, implementing webhook triggers for forms and ads, building the qualification logic with lead scoring, creating the quotation and follow-up sequences with conditional delays, connecting WhatsApp and Gmail for two-way communication, and building the dashboard using Airtable interfaces or Supabase with real-time updates. Please click the 'Chat' button to start our valuable conversation. Looking forward to collaborating with you! Best regards, Mykhaylo
₹7,000 INR in 7 days
5.6
5.6

Hi, I have more than 3 years of experience building automation systems, CRM workflows, lead management solutions, and business process automations. I have built similar sales and customer lifecycle systems using n8n, WhatsApp integrations, APIs, and custom CRM workflows. I can help design and implement a scalable solution that automates lead capture, qualification, follow ups, customer onboarding, renewals, and reporting with proper error handling, documentation, and long term maintainability. I would be happy to discuss the best architecture, timeline, and CRM option for your requirements.
₹15,000 INR in 7 days
4.8
4.8

Hi! I can build your complete N8N-based sales automation system—from multi-source lead capture to WhatsApp workflows, CRM pipeline management, and renewal automation. I’ve developed similar end-to-end automation systems using N8N, WhatsApp APIs, and scalable CRM backends with smart lead scoring, follow-ups, and dashboards. I’ll deliver a robust, well-documented, and scalable solution with clean architecture, fast turnaround, and full testing support—happy to also suggest the best CRM stack for your needs.
₹20,000 INR in 1 day
3.7
3.7

I'm an N8N AUTOMATION EXPERT. Built similar workflows for a real estate company in Spain which boosted lead traction and helped generate over €10K in revenue, but I've also designed similar intelligent systems that transformed multiple businesses' sales funnels. What distinguishes me is my AGaaS Model – an AI workforce tailored to suit your business model. This framework ensures each stage of your customer journey is handled simultaneously, from intelligent lead capture through to conversion and beyond. Combining AGaaS with n8n Workflow Architecture ensures scalable and efficient operations. While my portfolio speaks for itself with real growth results and value addition, my approach roots in open communication and understanding of your specific needs. Let's connect to discuss your estimated timeline, proposed architecture and your expectations moving forward. My aim is to deliver a fixed price quotation offering the best value for your money while saving you 100+ hours per month on manual work. Let's soar and încrease your business revenus significantly!
₹30,000 INR in 5 days
2.9
2.9

This is a real workflow-automation build — N8N as the orchestration layer connecting lead capture, WhatsApp/email comms, CRM stage transitions, and renewal reminders. I've built Python automation pipelines and AWS-based event-driven systems (Lambda, EventBridge, SQS) at Marin Software, which maps directly onto N8N's trigger/workflow model — same logic, different orchestrator. For the CRM backbone I'd recommend Supabase over Airtable/Sheets if you want a real pipeline view with relational data (leads→customers→renewals) and room to scale past a few hundred records. Architecture: webhook ingestion from each lead source → lead scoring/stage logic → scheduled workflows for follow-ups (Day 1/3/7/14) and renewals (30/15/7 days) → dashboard via a lightweight frontend reading from Supabase. Self-hosted N8N with proper error handling/logging built in from the start. 7 days covers the core workflows; WhatsApp Business API approval timing (Meta's side, not mine) is the one variable outside my control — do you already have API access approved?
₹7,000 INR in 7 days
2.8
2.8

Hi — Mukesh here. I reviewed your N8N Sales Automation & CRM workflow requirement and understand you need a fully automated lead-to-conversion system integrating multiple sources like WhatsApp, website forms, email, and Facebook Ads into a centralized CRM with scoring, follow-ups, and renewal automation. The key is designing a modular N8N workflow architecture where each trigger (lead capture, WhatsApp, email, ads) feeds into a unified CRM layer, then branching automations handle qualification, reminders, quotations, and lifecycle updates in a scalable way. A few questions: Q1 – Which CRM do you prefer: Airtable, Supabase, or Google Sheets? Q2 – Do you already have WhatsApp Business API access set up? Q3 – Should lead scoring be rule-based or AI-assisted? Best regards, Mukesh
₹7,000 INR in 7 days
2.6
2.6

⭐ Hi there ! Let's set meeting schedule for ur project more detail . Sales automation for compliance biz gets messy when WA leads email leads quote requests and renewal dates all hit diff places Clean n8n routing plus one CRM DB is the real key here Built similar n8n CRM flow with Meta lead ads Gmail Google Sheets Airtable WA API and TG alerts where each lead got unique ID score stage and follow up task For this system Supabase will fit better imo because lead DB customer DB pipeline logs and expiry reminders need stable relations not only sheets Can set capture auto reply scoring quotation follow up won conversion renewal dashboard backup logs and error retry flows Timeline : 12 days Total Budget : ₹12500 Should WA messages use Meta Cloud API directly or any local BSP already connected
₹12,500 INR in 12 days
2.2
2.2

I’ve worked on similar CRM automation and WhatsApp-driven sales systems where issues like inconsistent lead attribution, API rate limits (Meta/WhatsApp), workflow failures under load, and poorly structured lead scoring logic created gaps in the sales funnel. We resolved this by building modular n8n architectures with centralized lead databases (Supabase/Airtable), event-driven workflow design, proper retry/error handling layers, logging systems, and structured CRM pipelines that ensure every lead is tracked from capture to conversion and renewal. Let's connect over chat for detailed discussion.
₹7,000 INR in 7 days
2.1
2.1

Hey! As a seasoned professional with over 5 years of experience in building robust and scalable digital products, I firmly believe that I am the most qualified freelancer for this project. I have an impressive track record of successfully delivering similar projects throughout my professional journey. My extensive knowledge and deep understanding of N8N automation, CRM, and lead management systems make me an ideal candidate for your requirement. Moreover, my strong command over popular APIs like WhatsApp Business API, Meta Cloud API coupled with my skills in PHP and MySQL (as mentioned in the job's tech stack) give me the edge required for the task at hand. Let's team up to ensure a successful implementation that not only meets but exceeds all your expectations. My sharp attention to detail along with the ability to design logical yet intuitive user experiences will guarantee that your new system provides maximum value to your team saving them time and effort. Intricate tasks like lead assignment based on stage and lead scoring can be automated ensuring quick responses from your team. I am confident that my collaborative and communicative approach will ensure a smooth journey from inception all the way through development, testing, launch, and beyond.
₹7,500 INR in 20 days
1.1
1.1

As an experienced digital marketer, skilled in using AI for automating workflows and lead generation, I am uniquely positioned to bring your complex project to life. My history of generating over 50,000 qualified leads across industries showcases my ability to design systems that are optimized for lead capture, management and nurturing—exactly what you need. My skillset includes the precise tools required for this project – N8N Self Hosted Setup, CRM (preferably Airtable or Supabase), and MySQL. With a comprehensive understanding of the platforms involved: N8N, WhatsApp Business API and WFAPI for CRM automation and communication; Gmail/Google Workspace for email integration; Facebook Lead Ads and Google Forms—the process integration will be seamless. Drawing from my experience automating sales processes like yours—this project would be no different. The powerful advertising systems I employ are ROAS-focused—ensuring scalable architecture for high-volume requirements like lead qualification (your Workflow 3) and automated follow-ups (Workflow 5). I can deliver on time with the estimated timeline and proposed architecture that encompasses not just Error Handling and Logging, but a Backup Workflow to guarantee streamlined operations.
₹7,000 INR in 7 days
0.4
0.4

Hey, I’m Jaspreet, an Advanced Web Developer and Automation Engineer with notable experience in similar projects like yours. Over the past 4+ years, I’ve proven myself highly proficient in N8N, Python automation, CRM Development, API Integration, Sales Funnels, and Workflow Automation; all of which are crucial to the success of your project. My comprehensive expertise in the required technologies such as N8N, WhatsApp Business API, Meta Cloud API and my deep understanding of Lead Management Systems and Sales Funnel Automation make for a strong fit. I am also well-versed in utilizing different CRMs including Airtable and Supabase which can be handy in recommending the best option for your needs. What sets me apart is my commitment to quality, efficiency and timeliness within any given budget. As for the proposed architecture of our system; I suggest leveraging the scalable power of AWS paired with a seamless Node.js, Laravel, MongoDB stack. This ensures not just smooth running but also ease of maintenance and future upgrades. Let’s connect to discuss more about your vision, estimated timeline and fixed price quotation you require. #FullStackDelveloper #WordPress #Laravel #AWS
₹7,000 INR in 7 days
0.0
0.0

Hi there, I've built N8N automation systems like this before — lead capture through CRM, nurture sequences, and renewal reminders — and I'd like to take this on. Proposed architecture: N8N self-hosted as the orchestration layer, Airtable as CRM (good balance of structure and dashboard-ready views; Supabase works too if you want SQL-level control at scale), WhatsApp via Meta Cloud API for auto-response and reminders, Gmail API for email, with webhooks pulling leads from your forms, Facebook Lead Ads, and Google Forms. Build order: lead capture and CRM sync first, then WhatsApp auto-response and lead scoring, then quotation and the Day 1/3/7/14 follow-ups, then Won/customer-conversion and 30/15/7-day renewal reminders, then the dashboard — with error handling, logging, and backups built in throughout. I've delivered comparable lead-to-CRM automations with multi-channel notifications for service businesses with similar sales funnels. Timeline: 4-5 weeks full build, lead capture and WhatsApp flows usable within 10 days. Happy to share a detailed quote once we align on CRM choice. Best, Amit Dhidhi
₹7,000 INR in 7 days
0.0
0.0

Hello! I can help you with N8N-Based Robust Sales & Lead Management System. My budget is 1500.0 USD for 10 days. I will review the requirements, define the implementation steps, and deliver a working result with clear progress updates. Let's discuss the details.
₹1,500 INR in 10 days
0.0
0.0

Your sales lifecycle depends on a seamless n8n integration between WhatsApp lead capture, CRM updates, and compliance-driven follow-up workflows. Orchestrating these multi-channel data flows requires a structured approach to error handling and state management within n8n to ensure no lead is lost during the transition from WhatsApp to your database. I will focus on building a resilient automation architecture that maintains data integrity across your entire sales pipeline. This includes implementing robust webhook listeners and automated status updates to reduce manual intervention and accelerate your certification processing speed. Working estimate for the full scope: full delivery INR 8500, 45 days. Milestone structure: 25% kickoff milestone / 75% completion milestone. Final scope, timeline, and budget can be adjusted during discussion.
₹1,500 INR in 45 days
0.0
0.0

I can also share examples of similar automation projects involving n8n, CRM automation, WhatsApp workflows, and lead management systems. I have extensive experience building end-to-end sales automation systems using n8n, WhatsApp Business API, Meta Cloud API, CRM platforms, Airtable, Supabase, Google Sheets, and AI-powered lead management workflows. I have implemented similar solutions involving: • Lead capture from websites, forms, WhatsApp, and Meta Lead Ads • Automated lead qualification and scoring • CRM pipeline automation • WhatsApp and email follow-up sequences • Renewal reminder systems • Sales dashboards and reporting • Self-hosted n8n deployments with logging, backups, and error handling Recommended Architecture: • n8n (Self-Hosted) • Supabase (CRM & Customer Database) • WhatsApp Business API / Meta Cloud API • Gmail / Google Workspace • Facebook Lead Ads Integration • Dashboard via Metabase or Looker Studio Deliverables: ✔ Lead Capture Workflow ✔ WhatsApp Auto-Response System ✔ Lead Scoring & Qualification Engine ✔ Quotation & Follow-up Automation ✔ Customer Conversion Workflow ✔ Renewal Reminder System ✔ Sales Dashboard ✔ Documentation & Training ✔ Error Handling & Logging ✔ Backup & Recovery Setup The solution will be modular and scalable, allowing future integrations with ERP, accounting, AI agents, and advanced reporting.
₹7,500 INR in 7 days
0.0
0.0

Hi, I am interested in your N8N Sales Automation and Lead Management project. I have experience with automation, CRM workflows, lead management, WhatsApp integrations, and business process automation. I can build a complete system that captures leads, stores them in CRM, sends automatic messages, manages follow-ups, and tracks customer renewals. My plan: • Set up N8N on a self-hosted server • Connect website forms, WhatsApp, email, Facebook leads, and Google Forms • Create lead scoring and sales pipeline automation • Build quotation and follow-up workflows • Set up customer onboarding and renewal reminders • Create a dashboard for leads, opportunities, and sales performance • Add error handling, logging, and documentation Recommended CRM: Airtable for easy management and reporting, or Supabase for better scalability and performance. Estimated Timeline: 2–4 weeks (depending on API access and requirements) I would be happy to discuss your business process and suggest the best architecture before starting. Looking forward to hearing from you. Best regards, Purva
₹7,000 INR in 7 days
0.0
0.0

We’ve worked on a project with a very similar scope, giving me strong insight into delivering quality results efficiently. I understand the importance of a clean user-friendly UI for high-end customers. Let's discuss your project further or walk away with a free consultation. Regards, Nabeel Ismail
₹5,650 INR in 7 days
0.0
0.0

Hello, I've built almost exactly this. I delivered a self-hosted N8N system for an ISO consultancy: web, WhatsApp and Facebook Lead Ads flowing into Airtable, WhatsApp auto-replies, lead scoring, timed follow-ups, and renewal reminders before certificate expiry. I understand the goal: one pipeline (New→Won/Lost) fed by every source, instant WhatsApp + email auto-response, Day 1/3/7/14 follow-ups, 30/15/7-day renewal reminders, conversion to a customer DB, and a live dashboard (leads, opportunities, revenue, follow-ups due). Architecture: self-hosted N8N (queue mode) + Airtable as CRM/dashboard + WhatsApp Cloud API, with error handling, logging and a backup workflow. Plan (~3–4 weeks): Wk1 architecture + lead capture & CRM; Wk2 qualification, quotation & follow-ups; Wk3 conversion & renewals; Wk4 dashboard, hardening, docs & handover. One key question: do you have an approved WhatsApp Business (Cloud API) account with message templates, or should I set that up? Outbound follow-ups and renewals need approved templates, so this sets the exact timeline and fixed quote. Free for a quick call this week to lock the details? Best, Victor
₹7,000 INR in 30 days
0.0
0.0

My name is Sanchaya Baidya, and I specialize in architecting Autonomous Business Engines. By seamlessly integrating AppSheet (No-Code) with n8n (AI-driven workflow automation), I transition companies from chaotic, disconnected tools into unified digital ecosystems. Here is the bottom line of what this specific engine delivers: 20–30% Reductions: Directly slashing operational budgets by optimizing resource allocation. Zero Human Error: Eliminating manual data-entry slip-ups through rigid, AI-orchestrated workflows.
₹7,000 INR in 7 days
0.0
0.0

I've got you covered. Understanding the critical risk behind your request is key. A poorly executed sales automation system could lead to lost leads, inefficiencies, and ultimately revenue decline. To mitigate this risk, I propose to leverage my real-world experience to deliver exceptional results. Although I am new to the Freelancer platform, my proven track record speaks for itself. In a recent project, I increased lead conversions by 30% through a similar system. By integrating N8N, WhatsApp, and CRM workflows effectively, we can streamline your sales lifecycle seamlessly. Let's connect and explore how we can bring your vision to life. Warm Regards, Ahead Solutions P.S. If you're not happy with our work, you don't pay.
₹5,000 INR in 30 days
0.0
0.0

Yamuna Nagar, India
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