One of my clients, a

One of my clients, a high-volume service contractor, was spending tens of thousands a month on lead sources like Google Guarantee and Yelp. The problem wasn’t the volume; it was the bottleneck on their internal team.

Every incoming inquiry hit their CRM (Workiz) as a generic "Electrician Needed."

This meant the intake team was wasting hours every day manually clicking and reading customer notes like "panel is sparking" or "EV charger installation" just to assign the right technician. Returning customers were triggering deduplication nightmares, creating an "Identity Crisis" in their data.

I built a "common sense" triage engine using n8n to read those notes first.

The Breakdown:

Keyword Intelligence (Code Node): I wrote custom JavaScript logic to scan the incoming payloads for high-value keywords (e.g., "Panel," "EV Charger," "Generator"). The system now auto-assigns the exact "Job Type" in Workiz via API.

CRM Data Sanitization: Solved recurring Workiz API "400 Bad Request" errors by building a formatting layer that cleans JSON-breaking characters, like line breaks and special symbols in customer notes.

Zero Duplicate History: Implemented historical contact matching to preserve the customer's entire conversation stack, ensuring zero data leakage for returning clients.

The team no longer clicks; they schedule. Every lead is categorized and assigned in less than 2 seconds.

Skills: #n8n #Workiz #LeadAutomation #JavaScript #APIIntegration #DataSanitization