Automate lead qualification & routing with GPT-4o-mini, Google Sheets & HighLevel CRM

Description Automatically qualify and route new leads from a Google Sheet into your CRM with AI-powered scoring and instant sales notifications. Turn raw form submissions into prioritized opportunities—effortlessly. ⚡

What This Template Does - Monitors a Google Sheet for new form submissions. 📄 - Uses Azure OpenAI (GPT-4o-mini) to analyze lead details (value, stage, company) and generate action items. 🤖 - Parses the AI response into clean JSON for structured processing. 🗂️ - Saves qualified lead data and AI-generated action items into a Lead Status sheet for tracking. 💾 - Categorizes leads into Hot, Warm, or Cold based on AI scoring. 🔥❄️ - Creates/updates the contact in HighLevel CRM. 📇 - Sends an email notification to the assigned sales rep with lead details and priority. 📧

Key Benefits - Save time with automated lead qualification instead of manual checks. ⏱️ - Ensure consistent Hot/Warm/Cold scoring across all leads. ✅ - Centralize lead data in both Google Sheets and CRM for tracking. 📊 - Keep sales teams aligned with instant notifications. 🚀 - Fully no-code configurable and customizable for your business logic. 🧩

Features - Google Sheets Trigger for new form rows. 📥 - AI Agent with Azure OpenAI (GPT-4o-mini) for lead scoring. 🧠 - JSON parsing node to clean AI output. ✂️ - Lead logging to “Lead Status” sheet. 📊 - Function node to categorize leads by score. 🎯 - CRM sync with HighLevel to update/create contact records. 🔗 - SMTP email notification to sales reps. ✉️

Requirements - n8n instance (cloud or self-hosted). 🧰 - Google Sheet with headers: Lead Name, Lead Email, Lead Contact No., Company Name, Opportunity Value, Stage of Lead; shared with n8n Google account. 📑 - Azure OpenAI access with a GPT-4o-mini deployment. ☁️ - HighLevel CRM account connected via OAuth. 📇 - SMTP email account configured in n8n. 📧

Target Audience - Sales teams handling inbound leads. 📈 - Agencies managing multiple client pipelines. 🤝 - Founders/startups wanting quick qualification and CRM sync. 🚀 - Ops teams needing reliable reporting of lead qualification. 🗂️

Step-by-Step Setup Instructions (Concise) - Create a Google Sheet with required headers; share with n8n account. 📋 - Configure the Google Sheets Trigger with the sheet’s Document ID. 🔐 - Connect your Azure OpenAI credentials and link to the AI Agent node. 🧠 - Assign your HighLevel CRM account credentials. 📇 - Set up SMTP credentials for the email send node. ✉️ - Import the workflow, update node configs, and run a test submission. ▶️

Security Best Practices - Share Google Sheets only with the n8n Google account (Editor). 🔒 - Keep API keys and credentials encrypted in n8n, not hardcoded. 🛡️ - Validate AI outputs before saving to CRM (via the parse node). ✅ - Regularly back up your Lead Status sheet and CRM data. 📂