Automated lead-to-client pipeline with Google Sheets email notifications & time tracking
Ready for 3.0What this workflow does
This workflow has 18 nodes and runs when an HTTP POST request hits its webhook URL (plus 3 other triggers). Along the way it connects Gmail and Google Sheets.
How it runs
Trigger: When an HTTP POST request hits its webhook URL (plus 3 other triggers).
- If: checks a condition and branches into true / false
- GS: Leads Update Stage to Meeting Booked (Google Sheets): update
- Prepare Email Fields (Edit Fields (Set)): sets or maps fields
- If: checks a condition and branches into true / false
- Gmail: uses Gmail
- If: checks a condition and branches into true / false
- GS: Clients Lookup by Email (Google Sheets): uses Google Sheets
- Gmail: uses Gmail
- If: checks a condition and branches into true / false
- Format End Timestamp (Date & Time): formats or calculates dates
…plus 4 more steps. See the full node list below.
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 (7)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - Gmail
n8n-nodes-base.gmail - If
n8n-nodes-base.if - Date & Time
n8n-nodes-base.dateTime - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code
From the author
Google Sheets CRM Automations: Lead Stages → Emails, Client Tracking & Delivery Duration Turn a simple Google Sheet into a lightweight CRM powered by n8n. --- Overview This template monitors edits in your Leads and Clients tabs and reacts automatically: -…