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n8n lead routing workflow

A controlled n8n workflow for checking service enquiries, separating exceptions, and preparing clean downstream handoffs.

Project overview

One controlled path from enquiry to handoff.

INTAKE CONTROLRequired details checked first

Contact details, service information, and consent are validated before a record can move forward.

ROUTING CONTROLSFive tested outcomes

Accepted, duplicate, invalid, review, and system exception outcomes each move to an explicit path.

HANDOFF PREPARATIONCRM and booking data prepared

Accepted records prepare CRM, booking, and acknowledgement data while failed records remain held for review.

Workflow structure

Sixteen nodes keep each decision visible.

Enquiries are normalised, checked, and routed through named paths before any CRM, booking, or acknowledgement payload is prepared.

Routing controls

Problem records stop cleanly.

Invalid, duplicate, uncertain, and failed records move to dedicated review or exception paths instead of being treated as successful.

Test boundary

The completed run stayed isolated.

Five controlled scenarios were run manually in n8n 2.31.6. The workflow referenced no credentials and performed no external actions.

Similar workflows

Bring service enquiries into one controlled path.

SM Systems builds n8n validation, routing, review, and handoff workflows around the systems a business already uses.