Free Template: Lead Intake + Instant Welcome SMS (Jotform → n8n → Twilio → Google Sheets)

Built this for a real estate client and realized it works for literally any service business that struggles with slow lead follow-up. Sharing it here as a free template.

What it does:

A new lead fills out your form → n8n normalizes the data → sends a personalized welcome SMS within seconds → logs the lead to Google Sheets automatically.

Stack:

  • Jotform (webhook trigger that works with any form tool)

  • n8n Code node (phone E164 formatting, field parsing)

  • Twilio (SMS delivery)

  • Google Sheets via Service Account (CRM log)

What makes it useful:

The SMS message is dynamically generated based on lead type. Drop in your own lead type conditions (buyer, new client, inquiry, etc.) and it sends a different personalized message for each one. First response goes out before you even open your laptop.

What you’ll need to configure:

  • Your Twilio phone number + credentials

  • Your Google Sheet ID + Service Account

  • Your booking link, bio link, contact card link

  • Your name + business name in the Code node

  • Field names matched to your form

To use: Import the JSON into n8n, swap the placeholders, connect your credentials, activate.

Works great for: real estate, insurance, coaches, med spas, home services — anyone with a lead form and a follow-up problem.

Github link: Free Template: Lead Intake + Instant Welcome SMS (Jotform → n8n → Twilio → Google Sheets) · GitHub

Drop a comment if you set it up or have questions. Happy to help troubleshoot.