# Sync HighLevel CRM to Google Sheets with OpenAI and Gmail: n8n workflow

> Started by an event in a connected app, and works across Gmail, GoHighLevel and Google Sheets. It hands the judgement calls to Azure OpenAI.

Source: https://millionrounds.com/workflow/sync-highlevel-crm-to-google-sheets-with-openai-and-gmail (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Sync HighLevel CRM to Google Sheets with OpenAI and Gmail

Started by an event in a connected app, and works across Gmail, GoHighLevel and Google Sheets. It hands the judgement calls to Azure OpenAI. 11 steps, 1 branch: a working afternoon to understand properly.

Medium Calls a model: Azure OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-highlevel-crm-to-google-sheets-with-openai-and-gmail)

**11 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 2 Logic 4 Service 4

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

- 1 **When clicking ‘Execute workflow’** Manual trigger *Starts it*
- 2 **Configure GPT-4o Model** Lm Chat Azure Open Ai *Model*
- 3 **Fetch Opportunities from HighLevel CRM** High Level *Service*
- 4 **Generate Daily Opportunity Summary Report** Agent *Model*
- 5 **Validate Opportunity Data Payload** If *Logic*
- 6 **Send Daily Opportunity Summary via Gmail** Gmail *Service*
- 7 **Extract Key Fields from HighLevel Data** Code *Logic*
- 8 **Log Invalid Opportunities to Google Sheets** Google Sheets *Service*
- 9 **Normalize Opportunity Structure** Code *Logic*
- 10 **Update Opportunity Records in Google Sheets** Google Sheets *Service*
- 11 **Merge All Opportunities into Single JSON Array** Code *Logic*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 11, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, GoHighLevel, Google Sheets
- **Model:** Azure OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Gmail, GoHighLevel and Google Sheets accounts, and a key for Azure OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls Azure OpenAI. Model calls are billed by the provider, not by n8n.

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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-highlevel-crm-to-google-sheets-with-openai-and-gmail)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[GoHighLevel](https://millionrounds.com/workflows?service=GoHighLevel#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

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Also crm, with the same services where possible, closest in size first.

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