JARVIS

Set up mock Twenty CRM + n8n webhook for contact forms

todo

Workspace

OTF

Created

2026-03-26

Updated

2026-03-26

Content

## Steps - [ ] Create a separate Twenty CRM instance (or use a test workspace) as the mock client's CRM - [ ] Create an n8n workflow: - Webhook trigger (receives POST with name, email, phone, message) - Create contact in Twenty CRM via API - Send notification to Mattermost (or Telegram) — "New lead from [client] website" - [ ] Test end-to-end: submit form → data appears in mock CRM - [ ] Document the webhook URL for Martha - [ ] This becomes the standard pattern for all client sites ## Why Every Optimified client site will have a contact form that feeds into the client's CRM. The team needs to see this working end-to-end during training, not just submit to a dead endpoint. This also showcases Optimified's value — we don't just build sites, we connect them to business systems.