Automated lead-to-client pipeline with Google Sheets email notifications & time tracking
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 Cl...
Template notes
Google Sheets CRM Automations: Lead Stages → Emails, Client Tracking & Delivery Duration
Turn a simple Google Sheet into a lightweight CRM powered by n8n.
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Overview This template monitors edits in your Leads and Clients tabs and reacts automatically: - Qualified? → sends a Cal.com booking email - Stage → Awaiting Proposal → sends a “proposal coming soon” email - Stage → Won → appends the client to Clients with a Start Date & Time - Clients: Project Status → Delivered → stamps End Date & Time and computes Time to Deliver (e.g., 2d 5h 30m)
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What This Template Does - Lead Qualification → Email: When you mark Qualified? in Leads, a booking email is sent automatically. - Awaiting Proposal → Email: Sends a heads-up email that a proposal is coming soon. - Won → Client Append: Adds the client to Clients and records the start timestamp. - Delivered → Completion Metrics: Looks up the client, stamps the end timestamp, and calculates the delivery duration.
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How It Works 1. Google Apps Script → Webhooks (onEdit) - A small Apps Script (provided in the workflow’s Sticky Note) watches the sheet and posts JSON to these n8n webhooks: - /webhook/lead-stage-changed - /webhook/lead-qualified - /webhook/client-status-changed