Google Sheets CRM Automations: Lead Stages → Emails, Client Tracking & Delivery Duration
Google Sheets CRM Automations: Lead Stages → Emails, Client Tracking & Delivery Duration Turn a simple Google Sheet into a lightweight CRM powered by n8n. Overview This template monitors edits in your Leads and Clients tabs and reacts automatically: Qualified?** → sends a Cal.com booking email Stage → Awaiting Proposal** → sends a “proposal coming soon” email Stage → Won* → appends the client to *Clients* with a *Start Date & Time** Clients: Project Status → Delivered* → stamps *End Date & Time* and computes *Time to Deliver** (e.g., 2d 5h 30m) What This Template Does Lead Qualification → Email: When you mark **Qualified? in Leads, a booking email is sent automatically. Awaiting Proposal → Email**: Sends a heads-up email that a proposal is coming soon. Won → Client Append: Adds the client to **Clients and records the start timestamp. Delivered → Completion Metrics**: Looks up the client, stamps the end timestamp, and calculates the delivery duration. How It Works Google Apps Script → Webhooks (onEdit) A small Apps Script (provided in the workflow’s Sticky Note) watches the sheet and posts JSON to these n8n webhooks: /webhook/lead-stage-changed /webhook/lead-qualified /webhook/client-status-changed n8n Flow & Branching lead-stage-changed If Awaiting Proposal → send proposal heads-up email If Won → format timestamp → append to Clients lead-qualified If qualified = true → send Cal.com booking email client-status-changed If Delivered → lookup client row → stamp End Date & Time → compute Time to Deliver → update row Prerequisites Google Sheet with two tabs: Leads and Clients Gmail account (or use your preferred email/notification node) n8n instance with: Google Sheets OAuth2 credentials Gmail OAuth2 credentials (if using the Gmail node) Suggested columns Leads**: Name (A), Client Email (C), Lead Source (D), Stage (E), Qualified? (H) Clients**: Name (A), Client Email (C), Project Status (D), Start Date & Time (F), End Date & Time (G), Time to Deliver (H) Setup Steps Copy/prepare the Google Sheet Ensure both Leads and Clients tabs exist with the columns above. Install the Apps Script In Google Sheets: Extensions → Apps Script → paste the script from the workflow’s Sticky Note. Replace webhook URLs with your n8n endpoints: https://{{YOUR_N8N_DOMAIN}}/webhook/lead-stage-changed https://{{YOUR_N8N_DOMAIN}}/webhook/lead-qualified https://{{YOUR_N8N_DOMAIN}}/webhook/client-status-changed Run createInstallableTrigger() once to enable onEdit. Open the workflow in n8n & replace placeholders {{GOOGLE_SHEETS_DOC_ID}} {{LEADS_GID}} {{CLIENTS_GID}} {{CAL_COM_BOOKING_URL}} {{SENDER_NAME}} {{GMAIL_CREDENTIAL_ID}}, {{GMAIL_CREDENTIAL_NAME}} {{GSHEETS_CREDENTIAL_ID}}, {{GSHEETS_CREDENTIAL_NAME}} Connect credentials Authorize Google Sheets OAuth2 and Gmail OAuth2 (or switch to SMTP/another email node). Activate & test Toggle Qualified? on a test row or change Stage to Awaiting Proposal/Won. Verify the email, client append, and duration updates flow end-to-end. Customization Ideas Swap Gmail with SMTP, Outlook, or Slack messages. Add a Stage = Lost branch to trigger a re-engagement sequence. Add guards to prevent duplicate appends to Clients. Localize email copy and date formats. Troubleshooting Nothing triggers**: Confirm Apps Script URLs and that createInstallableTrigger() was run. Wrong tab/GID**: Open each tab and copy its gid from the URL; update placeholders. Credential errors**: Re-authorize Google Sheets/Gmail OAuth2 in n8n. Wrong first name: Ensure Name in **Leads follows First Last; the workflow splits the first token. Video Walkthrough Demo Screen Studio Template Demo Video. An n8n automation workflow template by Ziad Adel.
Ziad Adel
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