Sync HighLevel CRM to Google Sheets with GPT-4o daily reports via Gmail

📘 Description: This workflow automates a complete CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunities. It fetches fresh opportunity data from HighLevel, validates and normalizes every record, syncs all structured opportunities into a Google Sheet, merges them into a single dataset, and then uses GPT-4o to generate a clean, Gmail-friendly HTML report summarizing all opportunities for the day. Finally, it emails the formatted report directly to the sales inbox—creating a fully automated, zero-touch Daily Opportunity Insight System. Invalid or incomplete CRM entries are logged automatically, ensuring data hygiene and auditability.

⚙️ What This Workflow Does (Step-by-Step)

▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the daily reporting pipeline manually or on schedule.

📥 Fetch Opportunities from HighLevel CRM Retrieves the latest opportunities (limit = 5) from HighLevel along with company, contact, source, and pipeline metadata. Acts as the primary CRM input.

🔍 Validate Opportunity Data Payload (IF Node) Checks whether each record contains a valid id. ✅ Valid → proceed to extraction and normalization ❌ Invalid → sent to Google Sheets for cleanup

⚠️ Log Invalid Opportunities to Google Sheets Saves corrupt or incomplete CRM payloads into an error sheet. Supports CRM maintenance and future corrective actions.

🧾 Extract Key Fields from HighLevel Data (Code Node) Pulls only essential fields from each opportunity: id, name, company, email, phone, source, assignedTo, pipelineId, stageId, tags, monetaryValue, and timestamps. Produces a simplified, uniform data structure.

🛠 Normalize Opportunity Structure (Code Node) Cleans and standardizes each opportunity’s schema: ensures consistent field naming, fills contact info when nested, resolves pipeline/stage fields, and finalizes structure for sheet update.