Workflow Library
WordPress Form Lead Routing
Route WordPress contact form submissions to the right team member based on service or region.
WordPressLead GenerationCRMSimple complexity
The automation chain
WordPress Form
n8n
Routing Logic
CRM & Notification
Business problem
A single contact form often serves multiple services or regions, but every submission goes to one inbox regardless of relevance.
Before automation
Every form submission lands in a general inbox, and someone manually forwards it to the right person based on what the inquiry is about.
The automated workflow
n8n reads the submitted form fields, applies routing rules (by service, region, or budget), creates a CRM record, and notifies the right team member directly.
How it works
- 1A form submission on your WordPress site triggers the workflow via webhook.
- 2n8n evaluates the submitted fields against your routing rules.
- 3A CRM record is created and tagged with the relevant category.
- 4The correct team member is notified with the full submission details.
Apps & integrations
- WordPress (Contact Form 7 / WPForms / Gravity Forms)
- CRM
- Email or Slack
Business benefits
- Inquiries reach the right person immediately
- No manual forwarding or triage required
- Consistent CRM records for every inquiry
Who this is for
AgenciesMulti-service businessesReal estate businesses
Estimated complexity: Simple — see our pricing packages for how this typically fits into a project.
Want this workflow built for your business?
We'll confirm your exact tools and process before building anything, so what you get matches how you actually work.