Automate Lead Qualification & Routing with GPT-4o-mini, Google Sheets & HighLevel CRM

Description

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. 📂. An n8n automation workflow template by Rahul Joshi.

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Categories

• Automation
• AI

Tags

• n8n
• workflow
• send-email
• google-sheets
• highlevel
• code
• ai-agent
• azure-openai-chat-model

Capabilities

• 6 nodes
• 1 views

Information