Google Sheets 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 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 opportunities—effortlessly. ⚡ What This Template Does Monitors a Google Sheet for new form submissions. 📄 Uses Azure OpenAI (GPT-4o-mini) to analyze lead details (value, stage, company) and generate action items. 🤖 Parses the AI response into clean JSON for structured processing. 🗂️ Saves qualified lead data and AI-generated action items into a Lead Status sheet for tracking. 💾 Categorizes leads into Hot, Warm, or Cold based on AI scoring. 🔥❄️ Creates/updates the contact in HighLevel CRM. 📇 Sends an email notification to the assigned sales rep with lead details and priority. 📧 Key Benefits Save time with automated lead qualification instead of manual checks. ⏱️ Ensure consistent Hot/Warm/Cold scoring across all leads. ✅ Centralize lead data in both Google Sheets and CRM for tracking. 📊 Keep sales teams aligned with instant notifications. 🚀 Fully no-code configurable and customizable for your business logic. 🧩 Features Google Sheets Trigger for new form rows. 📥 AI Agent with Azure OpenAI (GPT-4o-mini) for lead scoring. 🧠 JSON parsing node to clean AI output. ✂️ Lead logging to “Lead Status” sheet. 📊 Function node to categorize leads by score. 🎯 CRM sync with HighLevel to update/create contact records. 🔗 SMTP email notification to sales reps. ✉️ Requirements n8n instance (cloud or self-hosted). 🧰 Google Sheet with headers: Lead Name, Lead Email, Lead Contact No., Company Name, Opportunity Value, Stage of Lead; shared with n8n Google account. 📑 Azure OpenAI access with a GPT-4o-mini deployment. ☁️ HighLevel CRM account connected via OAuth. 📇 SMTP email account configured in n8n. 📧 Target Audience Sales teams handling inbound leads. 📈 Agencies managing multiple client pipelines. 🤝 Founders/startups wanting quick qualification and CRM sync. 🚀 Ops teams needing reliable reporting of lead qualification. 🗂️ Step-by-Step Setup Instructions (Concise) Create a Google Sheet with required headers; share with n8n account. 📋 Configure the Google Sheets Trigger with the sheet’s Document ID. 🔐 Connect your Azure OpenAI credentials and link to the AI Agent node. 🧠 Assign your HighLevel CRM account credentials. 📇 Set up SMTP credentials for the email send node. ✉️ Import the workflow, update node configs, and run a test submission. ▶️ Security Best Practices Share Google Sheets only with the n8n Google account (Editor). 🔒 Keep API keys and credentials encrypted in n8n, not hardcoded. 🛡️ Validate AI outputs before saving to CRM (via the parse node). ✅ Regularly back up your Lead Status sheet and CRM data. 📂

📘 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: Discover which marketing channels actually convert with this n8n automation template. The workflow fetches all opportunities from HighLevel (GHL), filters for “Closed Won” deals, computes lead-to-sale conversion metrics per source, and sends a summary report to Slack while logging raw data into Google Sheets for ongoing analysis. Perfect for marketing teams, growth analysts, and sales managers who want to reduce wasted ad spend and double down on sources that deliver real ROI. ✅ What This Template Does (Step-by-Step) ⚡ Manual or Scheduled Trigger Run the workflow manually for instant analysis or automate it daily/weekly with a schedule trigger. 📥 Fetch All Opportunities from HighLevel Pulls every deal record from your GHL CRM, including status, amount, and lead source fields. 🔍 Filter for Closed-Won Deals Separates deals by outcome — only “Won” deals are used for conversion tracking, while others trigger Slack alerts for team review. 📊 Log Won Deals to Google Sheets Saves every successful deal’s details into a structured Google Sheet for long-term performance tracking. 🧮 Calculate Lead Source Metrics Aggregates results by lead source, calculating total deals, conversion rate, and total revenue per source automatically. 📢 Send Slack Summary Report Posts a neat summary of conversion metrics to a dedicated Slack channel like #lead-source-report, ensuring visibility for the marketing and sales teams. 🔔 Alert for Lost/Pending Deals Non-won opportunities are flagged and shared with the team via Slack for timely follow-ups. ##🧠 Key Features 📊 Automated lead source performance tracking 💬 Slack alerts for both success and loss updates 📈 Real-time conversion and ROI visibility ⚙️ Seamless GHL + Google Sheets + Slack integration 🔁 Ready to run on-demand or on schedule 💼 Use Cases 💡 Measure campaign ROI across channels 🎯 Identify top-performing ad platforms 📢 Send weekly sales source reports to marketing 💰 Optimize budget allocation using data-driven insights 📦 Required Integrations HighLevel (GHL) – for opportunity data retrieval Google Sheets – for storing and visualizing deal data Slack – for team notifications and reports 🎯 Why Use This Template? ✅ Saves hours of manual reporting work ✅ Ensures consistent performance tracking ✅ Highlights winning and underperforming sources ✅ Helps marketing teams focus on what truly converts

📘 Description: This workflow automates sales performance tracking and motivational updates by integrating HighLevel CRM, Notion, GPT-4o, and Slack. It pulls all deals from HighLevel, cleans and summarizes sales data per representative, creates performance dashboards in Notion, and uses GPT-powered AI to generate personalized motivational Slack messages. It eliminates manual leaderboard tracking and boosts sales engagement with real-time insights and daily motivation — ensuring every sales rep stays informed, recognized, and inspired. What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Starts the automation manually for data refresh or testing. 📦 Fetch All Deals from HighLevel CRM – Retrieves all opportunities from HighLevel CRM, including deal names, reps, values, and stages for full visibility. 🔍 Validate Deal Fetch Success (IF Node) – Verifies that fetched data contains valid deal IDs. ✅ True Path: Continues to data cleaning. ❌ False Path: Logs failed records to Google Sheets for debugging. 🧹 Clean & Structure Deal Data – Normalizes raw deal data into a consistent schema (deal ID, rep ID, client name, value, status). Ensures clean inputs for analytics. 📊 Summarize Sales by Representative – Aggregates deals per sales rep and computes: Total deals handled Total deal value Total deals won Average deal value 🧾 Generate Notion Performance Dashboard – Creates personalized Notion dashboards for each rep with daily updated performance summaries and motivation metrics. ⚙️ Transform Data for AI Input – Converts summarized data into AI-readable format for GPT-4o processing. 🧠 GPT-4o Model Configuration – Sets up Azure OpenAI GPT-4o model to generate motivational and contextual Slack messages. 🤖 AI-Generated Motivational Slack Messages – Uses LangChain + GPT-4o to create energetic, emoji-filled messages that celebrate rep achievements and encourage improvement. 💬 Notify Sales Team in Slack – Sends the AI-generated performance summaries and motivational blurbs directly to each rep or the team Slack channel for transparency and engagement. 🚨 Log Fetch or Validation Errors (Error Handling) – Records any fetch or validation failures in the Google Sheets “error log sheet” for easy review and error management. Prerequisites HighLevel CRM API credentials Google Sheets for “Error Log” tracking Notion API integration for dashboards Azure OpenAI (GPT-4o) credentials Slack API connection for notifications Key Benefits ✅ Fully automated daily performance tracking ✅ Personalized AI-powered motivation in Slack ✅ Transparent visibility for managers and reps ✅ Improved accountability and sales performance ✅ Seamless integration across CRM, Notion, and Slack 👥 Perfect For Sales teams seeking real-time motivation and transparency Managers who want automated performance dashboards Teams using HighLevel CRM and Slack for daily operations Companies aiming to gamify sales productivity

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.