Description Automatically qualify and route new leads from a Google Sheet into your CRM with AI-powered scoring and instant sales notifications. Turn raw form submissions into prioritized opportunitiesβeffortlessly. β‘ What This Template Does Monitors a Google Sheet for new form submissions. π Uses Azure OpenAI (GPT-4o-mini) to analyze lead details (value, stage, company) and generate action items. π€ Parses the AI response into clean JSON for structured processing. ποΈ Saves qualified lead data and AI-generated action items into a Lead Status sheet for tracking. πΎ Categorizes leads into Hot, Warm, or Cold based on AI scoring. π₯βοΈ Creates/updates the contact in HighLevel CRM. π Sends an email notification to the assigned sales rep with lead details and priority. π§ Key Benefits Save time with automated lead qualification instead of manual checks. β±οΈ Ensure consistent Hot/Warm/Cold scoring across all leads. β
Centralize lead data in both Google Sheets and CRM for tracking. π Keep sales teams aligned with instant notifications. π Fully no-code configurable and customizable for your business logic. π§© Features Google Sheets Trigger for new form rows. π₯ AI Agent with Azure OpenAI (GPT-4o-mini) for lead scoring. π§ JSON parsing node to clean AI output. βοΈ Lead logging to βLead Statusβ sheet. π Function node to categorize leads by score. π― CRM sync with HighLevel to update/create contact records. π SMTP email notification to sales reps. βοΈ Requirements n8n instance (cloud or self-hosted). π§° Google Sheet with headers: Lead Name, Lead Email, Lead Contact No., Company Name, Opportunity Value, Stage of Lead; shared with n8n Google account. π Azure OpenAI access with a GPT-4o-mini deployment. βοΈ HighLevel CRM account connected via OAuth. π SMTP email account configured in n8n. π§ Target Audience Sales teams handling inbound leads. π Agencies managing multiple client pipelines. π€ Founders/startups wanting quick qualification and CRM sync. π Ops teams needing reliable reporting of lead qualification. ποΈ Step-by-Step Setup Instructions (Concise) Create a Google Sheet with required headers; share with n8n account. π Configure the Google Sheets Trigger with the sheetβs Document ID. π Connect your Azure OpenAI credentials and link to the AI Agent node. π§ Assign your HighLevel CRM account credentials. π Set up SMTP credentials for the email send node. βοΈ Import the workflow, update node configs, and run a test submission. βΆοΈ Security Best Practices Share Google Sheets only with the n8n Google account (Editor). π Keep API keys and credentials encrypted in n8n, not hardcoded. π‘οΈ Validate AI outputs before saving to CRM (via the parse node). β
Regularly back up your Lead Status sheet and CRM data. π