Automation library · Lead generation

Track lead-source ROI with Fluent Forms and CallRail

Started by another system calling it, and works across Email and Google Sheets. 15 steps, 3 branches: a working afternoon to understand properly.

Medium

15 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Logic 10Service 4

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

  1. 1When Lead SubmittedWebhookStarts it
  2. 2Normalize and Validate LeadCodeLogic
  3. 3If Valid LeadIfLogic
  4. 4Tag Lead SourceCodeLogic
  5. 5Ignore Invalid LeadNo OpLogic
  6. 6Add Lead to SalesmateHttp RequestService
  7. 7Read Salesmate ResponseCodeLogic
  8. 8Log Lead to DashboardGoogle SheetsService
  9. 9If Has Email AddressIfLogic
  10. 10Compliance Check, AcknowledgmentExecute WorkflowLogic
  11. 11Build Firm AlertCodeLogic
  12. 12If Approved to AcknowledgeIfLogic
  13. 13Notify Firm of New LeadEmail SendService
  14. 14Send Acknowledgment to LeadEmail SendService
  15. 15Skip, contact opted outNo OpLogic

How it's built

Starts on
Another system calling it
Steps
15, with 3 branches
Size
Medium: a working afternoon
Connects to
Email, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email 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. 15 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 15 steps before you point it at anything that matters.