Automation library · Lead generation

Automated lead-to-client pipeline with Google Sheets

Started by another system calling it, and works across Gmail and Google Sheets. 18 steps, 4 branches: a working afternoon to understand properly.

Medium

18 stepsMedium: a working afternoon
4Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 4Logic 8Service 6

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

  1. 1Webhook: Lead Stage ChangedWebhookStarts it
  2. 2Webhook: Lead Qualified?WebhookStarts it
  3. 3Webhook: Client Status ChangedWebhookStarts it
  4. 4Webhook: Meeting BookedWebhookStarts it
  5. 5Prepare Email FieldsSetLogic
  6. 6IF: Is QualifiedIfLogic
  7. 7IF: Delivered?IfLogic
  8. 8GS: Leads Update Stage to Meeting BookedGoogle SheetsService
  9. 9IfIfLogic
  10. 10Gmail: Send Cal.com InviteGmailService
  11. 11GS: Clients Lookup by EmailGoogle SheetsService
  12. 12Gmail: Send Stage-Change EmailGmailService
  13. 13IF: Stage == WonIfLogic
  14. 14Format End TimestampDate TimeLogic
  15. 15Format Start TimestampDate TimeLogic
  16. 16CodeCodeLogic
  17. 17GS: Clients Append (On Won)Google SheetsService
  18. 18GS: Clients Update End & DurationGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
18, with 4 branches
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. 18 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 18 steps before you point it at anything that matters.