Templates / Automate lead intake & CRM with Tally Forms to Google Sheets and SendGrid emails

Automate lead intake & CRM with Tally Forms to Google Sheets and SendGrid emails

Ready for 3.0

by Gilbert Onyebuchi ✓ · 316 views · created 2025-11-25 · Lead Generation, AI Summarization

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 an HTTP POST request hits its webhook URL. Along the way it connects Google Sheets and SendGrid.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Generate Unique Lead ID (Code): runs custom JavaScript code
  2. Auto-Tag Lead by Services (Code): runs custom JavaScript code
  3. Calculate Follow-up Date & Lead Score (Code): runs custom JavaScript code
  4. Save Lead to CRM Sheet (Google Sheets): append
  5. Log Activity to Tracker (Google Sheets): append
  6. Generate Personalized Welcome Email (Code): runs custom JavaScript code
  7. Send Welcome Email via SendGrid (SendGrid): work with mail
  8. Update Lead Status to Nurturing (Google Sheets): update

Services it uses

Google SheetsSendGrid

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 (4)

From the author

Capture leads from Tally forms to Google Sheets CRM This workflow automates lead intake by capturing form submissions, enriching them with smart tags and scores, storing them in a Google Sheets CRM, and sending personalized welcome emails. Who's it for This…

Excerpt from Gilbert Onyebuchi's description on n8n.io.

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

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