Templates / Track lead-source ROI with Fluent Forms, CallRail, Salesmate, and Google Sheets

Track lead-source ROI with Fluent Forms, CallRail, Salesmate, and Google Sheets

Ready for 3.0

by Dele Tosh @ Protomated ✓ · 6 views · created 2026-07-21 · CRM, 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 15 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Google Sheets.

How it runs

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

  1. Normalize and Validate Lead (Code): runs custom JavaScript code
  2. If: checks a condition and branches into true / false
  3. Tag Lead Source (Code): runs custom JavaScript code
  4. Add Lead to Salesmate (HTTP Request): calls an HTTP API (POST)
  5. Read Salesmate Response (Code): runs custom JavaScript code
  6. Log Lead to Dashboard (Google Sheets): append
  7. If: checks a condition and branches into true / false
  8. Compliance Check — Acknowledgment (Execute Sub-workflow): calls another n8n workflow
  9. Build Firm Alert (Code): runs custom JavaScript code
  10. If: checks a condition and branches into true / false

…plus 2 more steps. See the full node list below.

Services it uses

Google Sheets

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 (8)

From the author

Quick Overview This workflow receives inbound leads via a webhook, normalizes and validates the payload, tags the lead’s acquisition channel using UTM/referrer/gclid signals, creates a contact in Salesmate, logs the lead to a Google Sheets ROI dashboard,…

Excerpt from Dele Tosh @ Protomated's description on n8n.io.

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

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