← All templates Intake · works with n8n

Lead Intake & Qualification

Website leads deserve more than rows in a sheet. Capture them, triage on a board, and route the qualified ones to your CRM.

Runs on the free plan

Install it in Snapi

One click creates the form, the board, and a hub — wired together and ready. It fits the free plan.

In Snapi

Install the Lead Intake & Qualification app

Creates 2 forms and a board (New → Qualified → Nurture → Disqualified).

Install in Snapi Download JSON

Automate it

Optional: the matching n8n workflow

Prefer to pipe decisions into n8n, Make, or Zapier? A ready webhook workflow is included — paste its URL into the form's post-webhook. Totally optional; the template works on its own.

n8n workflow

What the form collects

Lead

Ref #auto-number
Nametext · required
Companytext
Emailemail · required
What are they after?textarea

Board columns

New Qualified Nurture Disqualified

Make it yours

Everything is editable after install — rename fields, add your own, restyle, delete. Templates are a starting point, not a lock-in.

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Install lead intake & qualification in one click.

Runs on the free plan

Install in Snapi