Gmail and HighLevel integration

📘 Description: This workflow automates sales contact follow-ups and engagement tracking by integrating HighLevel CRM, Gmail, Slack, and Google Sheets. It fetches all contacts from HighLevel, filters inactive contacts, sends personalized follow-up emails, checks for responses, and notifies the sales team accordingly. It eliminates manual follow-up tracking, ensures timely outreach, and provides real-time notifications — helping sales teams maintain engagement, respond promptly, and improve lead conversion. ⚙️ What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Starts the automation manually Action: Initiates the workflow for immediate follow-up execution or testing. 📦 Fetch Contacts from HighLevel CRM Action: Retrieves all contacts from HighLevel, including names, emails, and metadata for full visibility. 🔍 Validate Deal Fetch Success (IF Node) Action: Verifies that fetched contacts contain valid IDs. ✅ True Path: Continues to filter inactive contacts. ❌ False Path: Logs invalid or missing contacts to Google Sheets for auditing and troubleshooting. 🧹 Filter Contacts with No Response Action: Selects contacts who have not replied in the last 24 hours, ensuring follow-ups target only inactive leads. 📊 Get Most Recent Contact Action: Retrieves the latest contact based on last updated time and calculates hours since last interaction. 📧 Send Follow-Up Email to Contact Action: Sends a personalized email to the contact, asking for confirmation or questions and including dynamic details like name and last interaction time. ⏳ Wait for 24 Hours Before Next Action Action: Pauses the workflow for 24 hours to allow contacts sufficient time to respond. 📨 Retrieve Email Thread for Response Action: Fetches the most recent Gmail thread using the thread ID to check if the contact has replied. ✅ Check If Contact Responded with “Yes” (IF Node) Action: Evaluates if the response contains the word “yes”. ✅ True Path: Triggers Slack notification for positive response. ❌ False Path: Triggers Slack notification for no response. 💬 Notify Sales Team in Slack if Response Received Action: Sends a Slack message notifying the team of a positive reply, including contact details and response snippet. ⚠️ Notify Sales Team in Slack if No Response Action: Sends a Slack message notifying the team that the contact hasn’t replied, including contact info, follow-up timestamp, and waiting status. 🚨 Log Fetch or Validation Errors (Error Handling) Action: Records any fetch or validation errors in Google Sheets for easy review and troubleshooting. 🧩 Prerequisites HighLevel CRM API OAuth credentials Gmail OAuth2 credentials for sending and fetching emails Google Sheets document for error logging Slack API credentials for notifications 💡 Key Benefits ✅ Fully automated follow-up workflow for sales contacts ✅ Timely notifications for positive and inactive responses ✅ Personalized emails to contacts ✅ Transparent tracking and logging of errors ✅ Seamless integration across HighLevel, Gmail, Slack, and Google Sheets 👥 Perfect For Sales teams managing multiple leads Marketing teams ensuring lead engagement Startups scaling outreach efforts Organizations using HighLevel CRM + Gmail + Slack for sales follow-ups

📘 Description: This automation streamlines client review collection and sentiment summarization for Techdome using HighLevel CRM, Azure OpenAI GPT-4o, Gmail, Slack, and Google Sheets. It starts by pulling recently won deals from HighLevel, then generates and sends AI-written HTML review request emails with built-in Google Review and feedback form links. After waiting 24 hours, it fetches the client’s reply thread, summarizes the sentiment using GPT-4o, and posts a clean update to Slack for team visibility. Any failures—API errors, empty responses, or data validation issues—are logged automatically to Google Sheets for full transparency and QA. The result: a fully hands-free Client Appreciation + Feedback Intelligence Loop, improving brand perception and internal responsiveness. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Allows on-demand execution or scheduled testing of the workflow. Initiates the fetch for all newly “Won” deals from HighLevel CRM. 🏆 Fetch All Won Deals from HighLevel Retrieves all opportunities labeled “won” in HighLevel, gathering essential client details such as name, email, and deal information to personalize outgoing emails. 🔍 Validate Deal Fetch Success (IF Node) Checks each record for a valid id field. ✅ True Path: Moves ahead to generate AI email content. ❌ False Path: Logs the event to Google Sheets under the error log sheet. 🧠 Configure GPT-4o Model (Azure OpenAI) Initializes the GPT-4o engine that powers all language-generation tasks in this workflow—ensuring precise tone, correct formatting, and safe structured HTML output. 💌 Generate Personalized Review Request Email (AI Agent) Uses GPT-4o to create a tailored, HTML-formatted email thanking the client for their business and requesting feedback. Includes two clickable CTA buttons: ⭐ Google Review Link: 📝 Internal Feedback Form: Google Form link for in-depth feedback Each email maintains Techdome’s friendly, brand-consistent voice with clean inline CSS styling. 📨 Send Review Request Email to Client (Gmail Node) Automatically sends the AI-generated email to the client’s registered address through Gmail. Ensures timely post-service communication without manual follow-ups. ⏳ Wait for 24 Hours Before Next Action Pauses the workflow for 24 hours to give clients time to read and respond to the review request. 📥 Retrieve Email Thread for Response (Gmail Node) After the waiting period, fetches the Gmail thread associated with the initial email to capture client replies or feedback messages. 🧠 Configure GPT-4o Model (Summarization Engine) Prepares another GPT-4o instance specialized for summarizing client replies into concise, sentiment-aware Slack messages. 💬 Summarize Client Feedback (AI Agent) Analyzes the Gmail thread and produces a short Slack-formatted summary using this structure: 🎉 New Client Review Received!Client: <Name> Feedback: <Message snippet> Sentiment: Positive / Neutral / Negative Focuses on tone clarity and quick readability for internal teams. 📢 Announce Review Summary in Slack Posts the AI-generated summary in a designated Slack channel, keeping success and support teams instantly informed of client sentiments and feedback trends. 📊 Log Errors in Google Sheets Appends all failures—including fetch issues, missing fields, or parsing errors—to the Google Sheets “error log sheet,” maintaining workflow reliability and accountability. 🧩 Prerequisites HighLevel CRM OAuth credentials (to fetch deals) Azure OpenAI GPT-4o access (for AI-driven writing and summarization) Gmail API connection (for sending & reading threads) Slack API integration (for posting summaries) Google Sheets access (for error logging) 💡 Key Benefits ✅ Automates personalized review outreach after project completion ✅ Waits intelligently before analyzing responses ✅ Uses GPT-4o to summarize client sentiment in human tone ✅ Sends instant Slack updates for real-time visibility ✅ Keeps audit logs of all errors for debugging 👥 Perfect For Client Success and Account Management Teams Agencies using HighLevel CRM for project delivery Teams aiming to collect consistent client feedback and reviews Businesses wanting AI-assisted sentiment insights in Slack

Description Streamline client retention and contract renewals by automatically identifying expiring accounts, sending personalized reminder emails, and notifying account managers through Slack. This workflow ensures timely outreach, improved renewal rates, and centralized tracking — without manual effort. 🔁📧📅 What This Template Does Triggers daily at 9 AM to check for contracts expiring within 10 days. ⏰ Fetches all client records from GoHighLevel CRM. 🗂️ Validates client data to ensure required custom fields (Contract End Date & Account Manager) are available. 🧩 Filters expiring contracts and formats key client details (name, email, expiry date). 🔍 Sends renewal reminder emails to clients using Gmail. 💌 Notifies account managers in Slack with full client and renewal details. 💬 Generates a summary report of total reminders sent and execution status. 📋 Logs all reminders and timestamps into Google Sheets for performance tracking. 📊 Key Benefits ✅ Never miss renewal deadlines again ✅ Improve client retention and satisfaction ✅ Reduce manual tracking and follow-up work ✅ Keep account managers informed in real-time ✅ Maintain a clear audit trail of renewal activities Features Automated daily scheduling (9 AM trigger) GoHighLevel integration for client data Dynamic filtering for contracts expiring within 10 days Gmail email automation for personalized messages Slack notifications for internal visibility Google Sheets logging for analytics and reporting Requirements GoHighLevel account with access to Contacts API Custom fields: Contract End Date and Account Manager Gmail account with OAuth2 credentials Slack Bot token with chat:write permission Google Sheets OAuth2 credentials Target Audience Account management and client success teams Agencies handling multiple client contracts Businesses with recurring subscriptions or service renewals Teams wanting automated retention workflows Step-by-Step Setup Instructions Connect your GoHighLevel account and ensure contract-related custom fields are configured. Set your Slack channel ID where renewal notifications will be sent. Connect Gmail for automated client communication. Link Google Sheets for centralized renewal logging. Adjust reminder window in the code node (daysUntilExpiry <= 10) as per your needs. Test the workflow once manually, then enable scheduling for automation.

📘 Description: This workflow automates a complete CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunities. It fetches fresh opportunity data from HighLevel, validates and normalizes every record, syncs all structured opportunities into a Google Sheet, merges them into a single dataset, and then uses GPT-4o to generate a clean, Gmail-friendly HTML report summarizing all opportunities for the day. Finally, it emails the formatted report directly to the sales inbox—creating a fully automated, zero-touch Daily Opportunity Insight System. Invalid or incomplete CRM entries are logged automatically, ensuring data hygiene and auditability. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the daily reporting pipeline manually or on schedule. 📥 Fetch Opportunities from HighLevel CRM Retrieves the latest opportunities (limit = 5) from HighLevel along with company, contact, source, and pipeline metadata. Acts as the primary CRM input. 🔍 Validate Opportunity Data Payload (IF Node) Checks whether each record contains a valid id. ✅ Valid → proceed to extraction and normalization ❌ Invalid → sent to Google Sheets for cleanup ⚠️ Log Invalid Opportunities to Google Sheets Saves corrupt or incomplete CRM payloads into an error sheet. Supports CRM maintenance and future corrective actions. 🧾 Extract Key Fields from HighLevel Data (Code Node) Pulls only essential fields from each opportunity: id, name, company, email, phone, source, assignedTo, pipelineId, stageId, tags, monetaryValue, and timestamps. Produces a simplified, uniform data structure. 🛠 Normalize Opportunity Structure (Code Node) Cleans and standardizes each opportunity’s schema: ensures consistent field naming, fills contact info when nested, resolves pipeline/stage fields, and finalizes structure for sheet update. 📊 Update Opportunity Records in Google Sheets Upserts (append/update) each opportunity into the ghl database tab of sample_leads_50. Matching key: id Keeps HighLevel CRM and Google Sheets fully synced. 🧩 Merge All Opportunities into a Single JSON Array Combines every normalized opportunity into one array named opportunities. This consolidated payload is passed to GPT-4o for table generation. 🧠 Configure GPT-4o Model (Azure OpenAI) Initializes GPT-4o as the AI engine responsible for generating the final HTML summary. 📄 Generate Daily Opportunity Summary Report (AI Agent) GPT-4o transforms the merged opportunity dataset into a structured HTML report: Daily Opportunity Summary A short descriptive paragraph A full-width Gmail-friendly table with padded cells Header background #f5f5f5 Columns in fixed order: Name, Company, Email, Phone, Source, Pipeline ID, Stage ID, Value, Created At All nulls replaced with “–” Output is pure HTML—no markdown. 📧 Send Daily Opportunity Summary via Gmail Emails the final HTML report to the internal sales inbox with subject: “Daily Opportunity Report – Summary of New Leads” Optimized for Gmail + Outlook rendering. 🧩 Prerequisites HighLevel OAuth connection Azure OpenAI GPT-4o credentials Google Sheets OAuth (Techdome account) Gmail API connection for report delivery 💡 Key Benefits ✅ Automatic syncing of HighLevel CRM opportunities into Sheets ✅ AI-generated HTML dashboards without manual formatting ✅ Clean, readable daily insights for sales teams ✅ Built-in error logging for bad CRM records ✅ Zero manual intervention required after setup 👥 Perfect For Sales & Growth Teams using HighLevel CRM Operations teams maintaining CRM hygiene Agencies needing daily pipeline visibility Organizations wanting automated AI-generated opportunity summaries

Description Automatically identify clients who haven’t been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets tracking, and Slack notifications for account managers. Prevents churn by ensuring no client goes unnoticed. 💌📊💬 What This Template Does Triggers every Monday at 9:00 AM to check client activity. ⏰ Fetches all contacts from GoHighLevel CRM. 🔗 Filters clients with no updates in the last 14+ days. 🔍 Sends personalized Gmail re-engagement emails. 📧 Logs all inactive clients in Google Sheets for tracking. 📊 Sends Slack notifications summarizing inactive clients for account managers. 💬 Handles workflow errors and alerts the team via Slack. 🚨 Key Benefits ✅ Automated client re-engagement — no more missed follow-ups. ✅ Reduces churn by maintaining regular touchpoints. ✅ Centralized Google Sheets audit trail for visibility. ✅ Real-time Slack alerts keep teams informed. ✅ Fully customizable inactivity threshold (default: 14 days). ✅ Built-in error handling with instant Slack error alerts. Features Weekly cron trigger (default: Monday 9 AM). ⏰ GoHighLevel CRM integration to fetch contacts. 🔗 Dynamic filter for “inactive 14+ days” clients. 🕒 Personalized HTML re-engagement email via Gmail. 💌 Automatic Google Sheets logging with client metadata. 📊 Slack notification summarizing inactive clients. 💬 Error Trigger node for reliable monitoring. 🚨 Requirements n8n instance (cloud or self-hosted) Gmail OAuth2 credentials for sending emails Slack API credentials with chat:write and channels:read GoHighLevel OAuth2 credentials for CRM data access Google Sheets OAuth2 credentials for logging Target Audience Agencies and consultants managing multiple client relationships. 👩‍💼 Account managers preventing client churn. 🔄 Service businesses needing systematic client check-ins. 🏢 Remote teams requiring Slack alerts for client engagement. 🌐 Step-by-Step Setup Instructions Connect Gmail, Slack, Google Sheets, and HighLevel credentials in n8n. 🔑 Replace placeholder values (YOUR_GOOGLE_SHEET_ID, YOUR_SLACK_CHANNEL_ID) with environment variables. ⚙️ Customize inactivity threshold (default: 14 days). 🕒 Import the workflow JSON into n8n. 📦 Test manually with sample client records. ✅ Enable the workflow for weekly automated execution. 🚀

Description Streamline your Net Promoter Score (NPS) survey process by automating survey delivery, response tracking, and structured data storage. This workflow integrates GoHighLevel, Gmail, and Notion to ensure every customer response is captured, categorized, and actionable. 💬📧📊 What This Template Does Trigger from GoHighLevel when a deal moves to "Completed." ⚡ Send NPS survey emails via Gmail to the customer automatically. ✉️ Capture responses through a Webhook and store them in structured format. 🔗 Process and categorize NPS responses (Promoter, Passive, Detractor). 🧮 Save results in Notion for centralized tracking and analysis. 📒 Send Slack notifications for quick visibility into customer satisfaction. 🔔 Key Benefits ✅ Automated NPS survey delivery and response tracking ✅ Centralized data storage for long-term insights ✅ Real-time team notifications for faster action ✅ Standardized response categorization ✅ Error handling ensures no response is lost Features GoHighLevel integration to trigger surveys at the right stage Gmail email automation with personalized survey links Webhook capture for dynamic NPS responses Notion database integration for structured data storage Slack alerts for quick feedback visibility Requirements n8n instance (cloud or self-hosted) GoHighLevel API credentials Gmail API credentials (OAuth2) Notion API integration token Slack API token (optional for notifications) Target Audience This workflow is ideal for Customer Success teams, SaaS businesses, agencies, and service providers who want to measure customer satisfaction at scale and act quickly on feedback. Step-by-Step Setup Instructions Configure GoHighLevel, Gmail, Notion, and Slack credentials in n8n. Set up a Notion database with fields for customer, score, category, and comments. Replace hardcoded values with environment variables ($env.GHL_API_KEY, $env.NOTION_DB_ID, etc.). Import the JSON into your n8n instance. Run once manually with test data to verify. Enable the workflow for automated execution. ✅