Case Study
Lead Intake → CRM → Payment Pipeline
A zero-touch automation pipeline that converts a new lead form submission into a CRM contact, qualified opportunity, and Stripe payment link — in under 10 seconds.
- 12→1
- Manual steps replaced by a single trigger
- < 10s
- Lead-to-payment-link delivery time
- 100%
- CRM entries created without manual input
- 40h+
- Weekly admin hours saved
Overview
What was built
The client's sales team was manually copying lead data from forms into a CRM, then creating payment links in Stripe, then emailing the prospect. The 12-step process took 20–30 minutes per lead and introduced frequent data entry errors.
An n8n workflow was built to listen for form submissions via webhook, validate and enrich the payload, create or update the CRM contact, qualify the lead into the correct pipeline stage, and generate a personalised Stripe Payment Link.
The payment link is delivered to the prospect by email within 10 seconds of form submission. All CRM fields, deal values, and payment statuses stay in sync automatically as the Stripe payment lifecycle progresses.
Engineering
Technical highlights
Zero-touch Lead Capture
Form webhooks trigger the pipeline instantly. No human touchpoint is required from submission to payment link delivery.
CRM Sync with Deduplication
Existing contacts are updated rather than duplicated. New contacts are created with correct owner assignment and lead source tagging.
Personalised Stripe Links
Payment links include the prospect's name, deal value, and product selection — pre-filled from the form data.
Bidirectional Status Sync
Stripe payment events (succeeded, failed, refunded) update the CRM deal stage automatically via webhook.
Error Handling + Alerting
Failed nodes trigger a Slack alert with the full error payload, enabling fast manual recovery without data loss.
Audit Trail
Every pipeline execution is logged with input/output snapshots for compliance and debugging.
Stack
Technologies used
n8n · Stripe Payment Links · Stripe Webhooks · REST API · HubSpot CRM API · Webhook Triggers · JavaScript (n8n expressions) · DigitalOcean VPS · Docker
More work
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