The flow
Starts it 1Logic 4Service 4
The steps in the order they run, from what starts it.
- 1Receive Lead from Tally FormWebhookStarts it
- 2Generate Unique Lead IDCodeLogic
- 3Auto-Tag Lead by ServicesCodeLogic
- 4Calculate Follow-up Date & Lead ScoreCodeLogic
- 5Save Lead to CRM SheetGoogle SheetsService
- 6Log Activity to TrackerGoogle SheetsService
- 7Generate Personalized Welcome EmailCodeLogic
- 8Send Welcome Email via SendGridSend GridService
- 9Update Lead Status to NurturingGoogle SheetsService
How it's built
- Starts on
- Another system calling it
- Steps
- 9
- Size
- Medium: a working afternoon
- Connects to
- Google Sheets, SendGrid
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Google Sheets and SendGrid accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on another system calling it.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 9 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.