{
"id": "hmgR6wOkuqrn5y4Y",
"meta": {
"instanceId": "c00cfcf2a18f434f8525f50ae6b6f1f42bee7c1ab4c9447d323c2fc938100ee4",
"templateCredsSetupCompleted": true
},
"name": "N_01_Simple_Lead_Tracker_Automation_v4",
"tags": [],
"nodes": [
{
"id": "a69ff573-797d-4a77-a831-940168046448",
"name": "Google Sheets Trigger",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
-720,
300
],
"parameters": {
"options": [],
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1001688681,
"cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk\/edit#gid=1001688681",
"cachedResultName": "Form Responses 1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk",
"cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk\/edit?usp=drivesdk",
"cachedResultName": "Simple Lead Tracker (Responses)"
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"id": "JH9HQfSo1Q5lJsws",
"name": "Google Sheets Trigger account"
}
},
"typeVersion": 1
},
{
"id": "ce9845a5-09da-44f9-b0c4-da380cf828d4",
"name": "Slack",
"type": "n8n-nodes-base.slack",
"position": [
20,
120
],
"webhookId": "e376c2f4-7894-48c0-a510-b2869bcff786",
"parameters": {
"text": "=\ud83c\udfaf *New Lead Alert!*\n\n*Name:* {{ $json['Name Surname'] }}\n*Email:* {{ $json['E-Mail'] }}\n*Phone:* {{$json[\"Phone\"]}}\n*Interest Level:* {{ $json[' Interest Level '] }}\n*Source:* {{ $json[' Lead Source '] }}\n\n\ud83d\udcdd Notes:\n{{ $json['Notes '] }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C08FJNLQP5G",
"cachedResultName": "test-automation-workflow"
},
"otherOptions": [],
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"id": "vZxu6lKOBC6oOxHv",
"name": "Slack account"
}
},
"typeVersion": 2.29999999999999982236431605997495353221893310546875
},
{
"id": "1c2b7aa2-6d30-4b88-ae36-f138fd98f02d",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
20,
320
],
"webhookId": "8db2d0be-4071-431a-8c8b-28bbe3dd80a2",
"parameters": {
"sendTo": "dataplusminuss@gmail.com",
"message": "=<h3>New Lead Received!<\/h3> \n<ul> \n<li><strong>Name:<\/strong> {{ $json['Name Surname'] }}<\/li> \n<li><strong>Email:<\/strong> {{ $json['E-Mail'] }}<\/li> \n<li><strong>Phone:<\/strong> {{$json[\"Phone\"]}}<\/li> \n<li><strong>Interest Level:<\/strong> {{ $json[' Interest Level '] }}<\/li> \n<li><strong>Source:<\/strong> {{ $json[' Lead Source '] }}<\/li> \n<\/ul> \n<p><strong>Notes:<\/strong> {{ $json['Notes '] }}<\/p>",
"options": [],
"subject": "=\ud83d\udce9 New Lead Received: {{ $json['Name Surname'] }}"
},
"credentials": {
"gmailOAuth2": {
"id": "1w8ruCKYBRBguMua",
"name": "Gmail account"
}
},
"typeVersion": 2.100000000000000088817841970012523233890533447265625
},
{
"id": "4fa70ae1-efe9-4da4-8753-aff1540b3420",
"name": "HubSpot",
"type": "n8n-nodes-base.hubspot",
"position": [
-340,
80
],
"parameters": {
"email": "={{ $json['E-Mail'] }}",
"options": [],
"authentication": "oAuth2",
"additionalFields": {
"message": "={{ $json['Notes '] }}",
"salutation": "={{ $json[' Lead Source '] }}",
"phoneNumber": "={{ $json.Phone }}",
"relationshipStatus": "={{ $json[' Interest Level '] }}"
}
},
"credentials": {
"hubspotOAuth2Api": {
"id": "iFc8JUTY3LS8wxFq",
"name": "HubSpot account"
}
},
"typeVersion": 2.100000000000000088817841970012523233890533447265625
},
{
"id": "0cfe0651-5558-420d-8bc2-4ce49f9d2d9c",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
220,
620
],
"parameters": {
"options": [],
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "3d4b99e0-4b1e-4dd1-8775-7e89042c43a8",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json['Followed Up?'] }}",
"rightValue": ""
},
{
"id": "fe99deab-c331-46a2-8649-233600fcd36f",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $json[' Interest Level '] }}",
"rightValue": "Hot"
}
]
}
},
"typeVersion": 2.20000000000000017763568394002504646778106689453125
},
{
"id": "df1270cb-63e3-48a1-8334-a66b9d6b815e",
"name": "No Operation, do nothing",
"type": "n8n-nodes-base.noOp",
"position": [
440,
720
],
"parameters": [],
"typeVersion": 1
},
{
"id": "1999928c-954a-4a68-b4b3-8cfc649ff575",
"name": "Gmail_Reminder",
"type": "n8n-nodes-base.gmail",
"position": [
440,
520
],
"webhookId": "a6650ad1-7597-4b36-98f6-59e770de9166",
"parameters": {
"sendTo": "dataplusminuss@gmail.com",
"message": "=<h3>\ud83d\udd14 The following lead has not been followed up yet! \ud83d\udd25 Interest level is hot <\/h3>\n<ul>\n <li><strong>Name:<\/strong> {{ $json['Name Surname'] }}<\/li>\n <li><strong>Email:<\/strong> {{ $json['E-Mail'] }}<\/li>\n <li><strong>Interest Level:<\/strong> {{ $json[' Interest Level '] }}<\/li>\n<\/ul>\n<p><strong>Please follow up and update the spreadsheet \u2705<\/p>\n\n",
"options": {
"senderName": "N_01_tester"
},
"subject": "\u23f0 *Follow-up Reminder!*"
},
"credentials": {
"gmailOAuth2": {
"id": "1w8ruCKYBRBguMua",
"name": "Gmail account"
}
},
"typeVersion": 2.100000000000000088817841970012523233890533447265625
},
{
"id": "b0700cc4-06c7-4a97-8936-d1ff69b928e3",
"name": "Wait",
"type": "n8n-nodes-base.wait",
"position": [
0,
620
],
"webhookId": "04b4c335-c2a5-41b0-9f4c-65a98a41d39a",
"parameters": {
"unit": "minutes",
"amount": 3
},
"typeVersion": 1.100000000000000088817841970012523233890533447265625
},
{
"id": "08a15132-2abd-4efb-ae76-bb76903c0ede",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1040,
120
],
"parameters": {
"color": 6,
"height": 460,
"content": "# Lead Submission\n\n## A user submits a lead form via [Google Forms](https:\/\/forms.gle\/VLhKeRySSWNKo2aR8).\n\n"
},
"typeVersion": 1
},
{
"id": "c46e9941-82df-4ef5-82ba-d2c83b9342df",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-780,
460
],
"parameters": {
"color": 4,
"height": 320,
"content": "# Automation Trigger (n8n)\n\n## n8n detects the new entry in the sheet and initiates the automation workflow."
},
"typeVersion": 1
},
{
"id": "7a47c74c-fb92-4752-a5bd-69af3c997cde",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-780,
-20
],
"parameters": {
"color": 4,
"height": 280,
"content": "# Data Logging\n## Responses are automatically recorded into a connected [Google Sheet](https:\/\/docs.google.com\/spreadsheets\/d\/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk\/edit?usp=sharing)."
},
"typeVersion": 1
},
{
"id": "2f679e32-ae49-4572-9f71-d9fc6d6bbf58",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-420,
-20
],
"parameters": {
"width": 260,
"height": 780,
"content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n# CRM Integration\n\n## The lead is automatically added to HubSpot with relevant fields (name, email, phone, interest level, etc.)."
},
"typeVersion": 1
},
{
"id": "ad2d923c-01de-4e9b-a8d7-ed1b4fcedf84",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-20,
-160
],
"parameters": {
"color": 3,
"width": 460,
"height": 640,
"content": "# Notifications\n\n## Simultaneous alerts are sent via:\n\n## * Slack (to a specific channel)\n\n## * Gmail (to a designated inbox)"
},
"typeVersion": 1
},
{
"id": "1750c844-5400-4334-a0f1-cf48b1b6baf6",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
640,
460
],
"parameters": {
"color": 5,
"width": 260,
"height": 420,
"content": "# Follow-up Tracking\n\n## A \u201cFollowed Up?\u201d column in Google Sheets is used to track whether a lead has been contacted.\n\n\n### :warning: If empty after X days (e.g., 3), n8n sends a reminder notification."
},
"typeVersion": 1
}
],
"active": false,
"pinData": [],
"settings": {
"executionOrder": "v1"
},
"versionId": "fe8e49f9-d7dc-47c5-bdfd-814f218e66f9",
"connections": {
"If": {
"main": [
[
{
"node": "Gmail_Reminder",
"type": "main",
"index": 0
}
],
[
{
"node": "No Operation, do nothing",
"type": "main",
"index": 0
}
]
]
},
"Wait": {
"main": [
[
{
"node": "If",
"type": "main",
"index": 0
}
]
]
},
"Google Sheets Trigger": {
"main": [
[
{
"node": "Slack",
"type": "main",
"index": 0
},
{
"node": "Gmail",
"type": "main",
"index": 0
},
{
"node": "HubSpot",
"type": "main",
"index": 0
},
{
"node": "Wait",
"type": "main",
"index": 0
}
]
]
}
}
}
