Templates / Automate service package recommendations with Google Workspace sales pipeline tracking

Automate service package recommendations with Google Workspace sales pipeline tracking

Ready for 3.0

by Xavier Tai ✓ · 78 views · created 2025-11-10 · Lead Nurturing

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 9 nodes and runs when someone submits an n8n form (“Find Your Perfect Package”). Along the way it connects Google Sheets, Gmail and Google Calendar.

How it runs

Trigger: When someone submits an n8n form (“Find Your Perfect Package”).

  1. Log Inquiry to Pipeline (Google Sheets): append
  2. Route by Budget (Switch): routes items into 3 branches
  3. Set Basic Package Details (Edit Fields (Set)): sets 5 fields: packageName, packagePrice, packageFeatures…
  4. Set Standard Package Details (Edit Fields (Set)): sets 5 fields: packageName, packagePrice, packageFeatures…
  5. Set Premium Package Details (Edit Fields (Set)): sets 5 fields: packageName, packagePrice, packageFeatures…
  6. Send Package Recommendation (Gmail): uses Gmail
  7. Update Pipeline Status (Google Sheets): update
  8. Schedule Follow-Up Reminder (Google Calendar): uses Google Calendar

Services it uses

Google SheetsGmailGoogle Calendar

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (6)

From the author

💰 Package Recommender with Sales Pipeline Tracking What It Does Automatically recommends the right service package based on budget, sends beautifully formatted proposal emails with case studies, logs everything to a sales pipeline tracker, and schedules your…

Excerpt from Xavier Tai's description on n8n.io.

View the original on n8n.io → Check your own copy

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