Automate loan agency lead management with Twilio, Google Sheets & Drive
Ready for 3.0Ready 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 8 nodes and runs when an HTTP GET request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets, Twilio and Google Drive.
How it runs
Trigger: When an HTTP GET request hits its webhook URL (plus 1 other trigger).
- Data Cleansing & Duplicates (Code): runs custom JavaScript code
- Update Status (Google Sheets): uses Google Sheets
- Auto-Assign Agent (Code): runs custom JavaScript code
- Document Management (Google Drive): uses Google Drive
- Store Data (Google Sheets): uses Google Sheets
- Send Notifications (Twilio): uses Twilio
Services it uses
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 (5)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - Twilio
n8n-nodes-base.twilio - Google Drive
n8n-nodes-base.googleDrive
From the author
How to Set Up 🛠️ Setting up this powerful CRM system is a straightforward process that connects your lead sources, your database, and your communication channels. The core steps involve preparing your database, importing the workflow, and then customizing…