Automation library · Lead generation

Automate WordPress Elementor lead management with Excel CRM

Started by another system calling it, and works across Gmail and Google Sheets. 11 steps, 1 loop or waits: a working afternoon to understand properly.

Medium

11 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 2Logic 2Service 7

The steps in the order they run, from what starts it.

  1. 1WebhookWebhookStarts it
  2. 2Schedule TriggerSchedule triggerStarts it
  3. 3Append row in sheetGoogle SheetsService
  4. 4Get row(s) in sheetGoogle SheetsService
  5. 5Send a mail to Business OwnerGmailService
  6. 6Send a mail to UserGmailService
  7. 7Loop Over ItemsSplit In BatchesLogic
  8. 8Update row in sheetGoogle SheetsService
  9. 9Update row in sheet2Google SheetsService
  10. 10Replace MeNo OpLogic
  11. 11Send promotional email at specific dateGmailService

How it's built

Starts on
Another system calling it
Steps
11, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets 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. 11 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.

Before you run it

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 11 steps before you point it at anything that matters.