Templates / Automate client lifecycle: lead intake to onboarding with Airtable, Notion & Google Calendar

Automate client lifecycle: lead intake to onboarding with Airtable, Notion & Google Calendar

Ready for 3.0

by Dhruv Mali ✓ · 569 views · created 2025-12-08 · Lead Generation

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 32 nodes and runs on a schedule (cron 0 9 * * *) (plus 3 other triggers). Along the way it connects Airtable, Notion, Google Calendar and Slack and 1 more. It also calls api.clearbit.com over HTTP.

How it runs

Trigger: On a schedule (cron 0 9 * * *) (plus 3 other triggers).

  1. Get Upcoming Calls (24h) (Airtable): get all records
  2. Validate Data (If): checks a condition and branches into true / false
  3. Validate Booking Data (If): checks a condition and branches into true / false
  4. Validate Payment Data (If): checks a condition and branches into true / false
  5. Send 24h Reminder (Gmail): uses Gmail
  6. Enrich with Clearbit (Optional) (HTTP Request): calls api.clearbit.com
  7. Respond Error (Respond to Webhook): sends the response back to the webhook caller
  8. Update Airtable Lead Record (Airtable): update
  9. Respond Error (Respond to Webhook): sends the response back to the webhook caller
  10. Mark Lead as Paid in Airtable (Airtable): update

…plus 18 more steps. See the full node list below.

Services it uses

AirtableNotionGoogle CalendarSlackGmail

HTTP calls to: api.clearbit.com

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (10)

From the author

How it works This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view: 1. Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using…

Excerpt from Dhruv Mali's description on n8n.io.

View the original on n8n.io → Check your own copy

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