Automated Google Sheets Lead Tracker with HubSpot & Slack Integration
detail.loadingPreview
Streamline your lead capture and follow-up process with this comprehensive n8n workflow. It automatically captures new leads from Google Sheets, notifies your team via Slack and Gmail, creates contacts in HubSpot, and sends smart reminders for 'Hot' leads that haven't been followed up.
About This Workflow
This n8n workflow is designed to transform your lead management from a manual chore into a seamless, automated process. Triggered by new entries in a Google Sheet (typically from Google Forms), it ensures immediate action on every new lead. The workflow instantly dispatches lead alerts to a designated Slack channel and sends detailed internal notifications via Gmail, keeping your team informed in real-time. Simultaneously, it integrates with HubSpot to automatically create or update contact records, maintaining a centralized and up-to-date CRM. Crucially, the system includes a sophisticated follow-up mechanism: after a short delay, it intelligently identifies 'Hot' leads that are still awaiting action and sends a timely reminder, ensuring no valuable lead is overlooked.
Key Features
- Real-time Lead Capture: Automatically detects and processes new lead submissions from Google Sheets.
- Multi-Channel Team Notifications: Instantly alert your sales or marketing team about new leads via Slack and internal Gmail alerts.
- Seamless CRM Integration: Automatically create or update contact records in HubSpot with comprehensive lead data.
- Intelligent Follow-up Reminders: Implement a delayed, conditional reminder system via Gmail for 'Hot' leads that require immediate attention but haven't been acted upon.
- Customizable Data Mapping: Easily map lead details (Name, Email, Phone, Interest Level, Lead Source, Notes) from your Google Sheet to various platforms.
How To Use
- Configure Google Sheets Trigger: Connect your Google Sheets account, select the spreadsheet and specific sheet (e.g., 'Form Responses 1') that receives new lead data. Ensure it's set to poll for new entries frequently.
- Set up Slack Notifications: Connect your Slack account and specify the channel (e.g., 'test-automation-workflow') where new lead alerts should be posted. Customize the message using expressions like
{{ $json['Name Surname'] }}to dynamically include lead details. - Define Internal Gmail Notifications: Connect your Gmail account, enter the internal email address for
sendTo, and customize the subject and HTML message body to contain all relevant lead information. - Integrate with HubSpot: Connect your HubSpot account. Map the lead's email from Google Sheets to the HubSpot 'email' field. Utilize the 'additionalFields' option to map other lead attributes (e.g.,
PhonetophoneNumber,Interest LeveltorelationshipStatus,Notestomessage). - Adjust Follow-up Logic:
- Wait Node: Modify the
amountandunit(e.g., 'minutes', 'hours') to define how long the workflow waits before checking the follow-up status. - If Node: Critically review the conditions. To send a reminder if a 'Hot' lead has not been followed up, ensure the conditions correctly check if
{{ $json['Followed Up?'] }}is empty/false AND{{ $json[' Interest Level '] }}contains 'Hot'. (Note: The provided JSON's 'If' node conditionexistsfor 'Followed Up?' might need adjustment based on your sheet's 'Followed Up?' column behavior). - Gmail_Reminder Node: Customize the recipient, subject, and message of the follow-up reminder email. This email clearly states the lead 'has not been followed up yet' and prompts action.
- Wait Node: Modify the
Apps Used
Workflow JSON
{
"id": "1a0ee0eb-b42b-4fd7-92e1-8b1ec32f6ad3",
"name": "Automated Google Sheets Lead Tracker with HubSpot & Slack Integration",
"nodes": 25,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 1a0ee0eb-b42b...
About the Author
N8N_Community_Pick
Curator
Hand-picked high quality workflows from the global community.
Statistics
Related Workflows
Discover more workflows you might like
Typeform to HubSpot Lead Qualification & Gmail Follow-up
Streamline your lead capture process by automatically syncing Typeform submissions to HubSpot. Qualify leads based on their interest and send personalized follow-up emails instantly. This workflow ensures no lead is missed and interested prospects receive immediate attention.
AI-Powered Upwork Proposal Automation Suite
This n8n workflow leverages AI to automate the entire freelance proposal process, from crafting personalized application text to generating professional Google Doc proposals and visual workflow diagrams. It significantly reduces manual effort, allowing freelancers to scale their client acquisition rapidly and effectively.
Automate Local Business Outreach with AI-Powered Yelp Scraper
This workflow automates the process of scraping local business details from Yelp using AI, then leverages that data to send personalized partnership proposals via Gmail. It's perfect for sales and marketing teams looking to streamline lead generation and outreach campaigns.