Dental consultation triage workflow that watches new Google Sheets form submissions, validates and formats lead data, routes high-value cases like veneers and implants through HubSpot contact and deal creation, sends standard cases to HubSpot contact creation and Slack intake, logs invalid submissions to a backup sheet with an admin alert, and catches API failures with a Slack error report.
n8n · workflow canvasproduction build
Context
A dental practice needed a reliable way to triage incoming consultation leads, separate high-value cosmetic and implant cases from standard inquiries, and keep admins informed when submissions were incomplete or when API calls failed.
Approach
Built a two-part n8n workflow system with a Google Sheets intake trigger and a separate API failure error trigger. The main flow validates required fields, formats the patient name and lead data, branches by primary dental concern, creates HubSpot contacts and deals for high-value leads, routes standard leads to HubSpot contact creation and Slack intake, logs invalid submissions to a backup Google Sheet, and sends Slack notifications for priority, missing-field, and operational events.
