This n8n workflow streamlines CRM processes by integrating Google Sheets, Gmail, and webhooks to automate lead and client management. It tracks lead stage changes, qualification updates, and project status, triggering automated emails, data updates, and follow-ups.
The workflow begins with webhooks that listen for changes in lead stages, qualification status, and client project status within Google Sheets. When a lead’s stage changes, it prepares personalized email content and sends notifications via Gmail, while also updating Google Sheets accordingly. When a lead is marked as qualified, it automatically sends a Cal.com booking invitation.
For client project updates, the system logs project completion dates and calculates delivery durations, updating Google Sheets to track progress. The workflow also manages the transition of leads to booked meetings, keeping all data synchronized.
This automation is ideal for sales and project management teams aiming to enhance their workflow efficiency, improve communication, and ensure real-time data accuracy across platforms.
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