{ "workflow": { "id": 10149, "name": "Track marketing channel performance with HighLevel, Google Sheets, and Slack", "views": 196, "recentViews": 0, "totalViews": 196, "createdAt": "2025-10-25T06:55:41.548Z", "description": "## Description:\nDiscover which marketing channels actually convert with this n8n automation template.\n The workflow fetches all opportunities from HighLevel (GHL), filters for โ€œClosed Wonโ€ 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.\nPerfect for marketing teams, growth analysts, and sales managers who want to reduce wasted ad spend and double down on sources that deliver real ROI.\n\n## โœ… What This Template Does (Step-by-Step)\nโšก Manual or Scheduled Trigger\n Run the workflow manually for instant analysis or automate it daily/weekly with a schedule trigger.\n๐Ÿ“ฅ Fetch All Opportunities from HighLevel\n Pulls every deal record from your GHL CRM, including status, amount, and lead source fields.\n๐Ÿ” Filter for Closed-Won Deals\n Separates deals by outcome โ€” only โ€œWonโ€ deals are used for conversion tracking, while others trigger Slack alerts for team review.\n๐Ÿ“Š Log Won Deals to Google Sheets\n Saves every successful dealโ€™s details into a structured Google Sheet for long-term performance tracking.\n๐Ÿงฎ Calculate Lead Source Metrics\n Aggregates results by lead source, calculating total deals, conversion rate, and total revenue per source automatically.\n๐Ÿ“ข Send Slack Summary Report\n Posts a neat summary of conversion metrics to a dedicated Slack channel like #lead-source-report, ensuring visibility for the marketing and sales teams.\n๐Ÿ”” Alert for Lost/Pending Deals\n Non-won opportunities are flagged and shared with the team via Slack for timely follow-ups.\n\n##๐Ÿง  Key Features\n ๐Ÿ“Š Automated lead source performance tracking\n ๐Ÿ’ฌ Slack alerts for both success and loss updates\n ๐Ÿ“ˆ Real-time conversion and ROI visibility\n โš™๏ธ Seamless GHL + Google Sheets + Slack integration\n ๐Ÿ” Ready to run on-demand or on schedule\n\n## ๐Ÿ’ผ Use Cases\n ๐Ÿ’ก Measure campaign ROI across channels\n ๐ŸŽฏ Identify top-performing ad platforms\n ๐Ÿ“ข Send weekly sales source reports to marketing\n ๐Ÿ’ฐ Optimize budget allocation using data-driven insights\n\n## ๐Ÿ“ฆ Required Integrations\nHighLevel (GHL) โ€“ for opportunity data retrieval\nGoogle Sheets โ€“ for storing and visualizing deal data\nSlack โ€“ for team notifications and reports\n\n## ๐ŸŽฏ Why Use This Template?\n โœ… Saves hours of manual reporting work\n โœ… Ensures consistent performance tracking\n โœ… Highlights winning and underperforming sources\n โœ… Helps marketing teams focus on what truly converts\n", "workflow": { "id": "K9qVquFhgKL4K7Sy", "meta": { "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177", "templateCredsSetupCompleted": true }, "name": "Lead Source Quality Analyzer", "tags": [], "nodes": [ { "id": "d4979a88-400d-4ce0-a27e-e0465b248e7e", "name": "When clicking โ€˜Execute workflowโ€™", "type": "n8n-nodes-base.manualTrigger", "position": [ 32, 608 ], "parameters": {}, "typeVersion": 1 }, { "id": "1a91fc6a-fa5b-4985-ae23-d9e02e2ad1dd", "name": "Sticky Note - Workflow Overview", "type": "n8n-nodes-base.stickyNote", "position": [ -336, 496 ], "parameters": { "color": 4, "width": 320, "height": 280, "content": "## ๐Ÿ“Š WORKFLOW START\n\nThis workflow analyzes lead source quality by:\n1. Fetching opportunities from HighLevel\n2. Filtering won deals\n3. Computing conversion metrics\n4. Sending reports to Slack and Google Sheets\n\n**Trigger:** Manual execution" }, "typeVersion": 1 }, { "id": "8908da61-371e-4efe-986f-199ef3889a1a", "name": "Sticky Note - Fetch Data", "type": "n8n-nodes-base.stickyNote", "position": [ 112, 304 ], "parameters": { "color": 5, "width": 280, "height": 284, "content": "## ๐ŸŽฏ FETCH OPPORTUNITIES\n\nRetrieves all opportunities from HighLevel CRM.\n\nThis is the data source for the entire analysis.\n\n**Output:** List of all opportunities with status, amount, and lead source information." }, "typeVersion": 1 }, { "id": "0cf6069e-5d6f-4337-b213-1931fb787104", "name": "Sticky Note - Filtering Logic", "type": "n8n-nodes-base.stickyNote", "position": [ 352, 768 ], "parameters": { "color": 6, "width": 300, "height": 296, "content": "## โœ… FILTER WON DEALS\n\nSplits the workflow into two paths:\n\n**TRUE Path:** Opportunities with status = 'won'\nโ†’ Goes to analysis and reporting\n\n**FALSE Path:** All other opportunities\nโ†’ Sends individual notifications to Slack\n\nThis ensures only successful deals are analyzed for lead source quality." }, "typeVersion": 1 }, { "id": "d751b397-2da7-468c-af32-c469485e9847", "name": "Sticky Note - Analytics", "type": "n8n-nodes-base.stickyNote", "position": [ 720, 240 ], "parameters": { "color": 7, "width": 520, "height": 240, "content": "## ๐Ÿ“ˆ ANALYTICS PIPELINE\n\nProcesses won deals through:\n\n1. **Google Sheets:** Logs raw won deal data\n2. **Metrics Calculation:** Aggregates by lead source\n3. **Slack Report:** Sends summary to team\n\nThis pipeline provides both raw data storage and actionable insights." }, "typeVersion": 1 }, { "id": "ba86138e-0226-401c-84c3-22ab9b9baecc", "name": "Sticky Note - Status Alerts", "type": "n8n-nodes-base.stickyNote", "position": [ 880, 800 ], "parameters": { "color": 3, "width": 280, "height": 268, "content": "## ๐Ÿ”” NON-WON NOTIFICATION\n\nSends individual Slack messages for opportunities that are NOT won.\n\nUseful for tracking:\n- Lost opportunities\n- Pending deals\n- Other statuses requiring attention" }, "typeVersion": 1 }, { "id": "48d32b33-0535-4cda-9f9b-aaf70d494950", "name": "Log Won Deals to Sheets", "type": "n8n-nodes-base.googleSheets", "position": [ 720, 512 ], "parameters": { "range": "Sheet1!A1:D1", "options": {}, "sheetId": "", "authentication": "oAuth2" }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 1 }, { "id": "66b4ddec-d5ed-47b7-8392-dc048b75f4cb", "name": "Calculate Lead Source Metrics", "type": "n8n-nodes-base.function", "position": [ 944, 512 ], "parameters": { "functionCode": "const sourceData = items.map(i => i.json);\nconst result = {};\n\nsourceData.forEach(deal => {\n const source = deal.leadSource;\n if (!result[source]) result[source] = { deals: 0, totalAmount: 0 };\n result[source].deals += 1;\n result[source].totalAmount += parseFloat(deal.amount || 0);\n});\n\nreturn [{ json: result }];" }, "typeVersion": 1 }, { "id": "8f3105fb-6b5c-4882-8144-6cde4aadb837", "name": "Send Analytics to Slack", "type": "n8n-nodes-base.slack", "position": [ 1168, 512 ], "parameters": { "text": "={{JSON.stringify($json, null, 2)}}", "channel": "#lead-source-report", "attachments": [], "otherOptions": {} }, "credentials": { "slackApi": { "id": "credential-id", "name": "slackApi Credential" } }, "typeVersion": 1 }, { "id": "c635333b-e2ff-403c-ad24-809d7ff7b2ac", "name": "Fetch All HighLevel Opportunities", "type": "n8n-nodes-base.highLevel", "position": [ 272, 608 ], "parameters": { "filters": {}, "resource": "opportunity", "operation": "getAll", "returnAll": true, "requestOptions": {} }, "credentials": { "highLevelOAuth2Api": { "id": "credential-id", "name": "highLevelOAuth2Api Credential" } }, "typeVersion": 2 }, { "id": "bca4f587-dc3a-4979-9d80-8f172d6f888a", "name": "Check If Status = Won", "type": "n8n-nodes-base.if", "position": [ 496, 608 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "101c298b-4c62-4273-9d25-bad055eff980", "operator": { "name": "filter.operator.equals", "type": "string", "operation": "equals" }, "leftValue": "={{ $json.status }}", "rightValue": "=won" } ] } }, "typeVersion": 2.2 }, { "id": "5c2b45bc-4c6a-4263-b5a6-f56e796f7aee", "name": "Alert Non-Won Status to Slack", "type": "n8n-nodes-base.slack", "position": [ 720, 704 ], "webhookId": "87d944e1-4d16-4154-bb7c-cb36637272df", "parameters": { "text": "=Opportuniy id: {{ $json.id }} is {{ $json.status }}", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C09GNB90TED", "cachedResultName": "general-information" }, "otherOptions": {} }, "credentials": { "slackApi": { "id": "credential-id", "name": "slackApi Credential" } }, "typeVersion": 2.3 } ], "active": false, "pinData": {}, "settings": { "executionOrder": "v1" }, "versionId": "0baa1992-9f7c-4c69-94bd-25d9fe883283", "connections": { "Check If Status = Won": { "main": [ [ { "node": "Log Won Deals to Sheets", "type": "main", "index": 0 } ], [ { "node": "Alert Non-Won Status to Slack", "type": "main", "index": 0 } ] ] }, "Log Won Deals to Sheets": { "main": [ [ { "node": "Calculate Lead Source Metrics", "type": "main", "index": 0 } ] ] }, "Calculate Lead Source Metrics": { "main": [ [ { "node": "Send Analytics to Slack", "type": "main", "index": 0 } ] ] }, "Fetch All HighLevel Opportunities": { "main": [ [ { "node": "Check If Status = Won", "type": "main", "index": 0 } ] ] }, "When clicking โ€˜Execute workflowโ€™": { "main": [ [ { "node": "Fetch All HighLevel Opportunities", "type": "main", "index": 0 } ] ] } } }, "lastUpdatedBy": 1, "workflowInfo": { "nodeCount": 12, "nodeTypes": { "n8n-nodes-base.if": { "count": 1 }, "n8n-nodes-base.slack": { "count": 2 }, "n8n-nodes-base.function": { "count": 1 }, "n8n-nodes-base.highLevel": { "count": 1 }, 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With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.\n\n", "verified": true, "links": [ "https://www.linkedin.com/in/callrahul/" ], "avatar": "https://gravatar.com/avatar/b6cf57822463143589b36ada06fbf6cb1509223a740fae3160b28f1ce41ccc12?r=pg&d=retro&size=200" }, "nodes": [ { "id": 14, "icon": "fa:code", "name": "n8n-nodes-base.function", "codex": { "data": { "alias": [ "Code", "Javascript", "Custom Code", "Script", "cpde" ], "details": "The Function node allows you to execute JavaScript in your workflow. Unlike the Function Item node, this node does not operate on incoming node data per-item. Instead, you must iterate over multiple items of incoming data yourself. This can be useful if you're performing data transformation where you want to manipulate the number of items being outputted by the node (i.e. 1 item is inputted in with nested object, 10 items are outputted without any nested objects)", "resources": { "generic": [ { "url": "https://n8n.io/blog/2021-goals-level-up-your-vocabulary-with-vonage-and-n8n/", "icon": "๐ŸŽฏ", "label": "2021 Goals: Level Up Your Vocabulary With Vonage and n8n" }, { "url": "https://n8n.io/blog/learn-to-automate-your-factorys-incident-reporting-a-step-by-step-guide/", "icon": "๐Ÿญ", "label": "Learn to Automate Your Factory's Incident Reporting: A Step by Step Guide" }, { "url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/", "icon": "โ˜€๏ธ", "label": "2021: The Year to Automate the New You with n8n" }, { "url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/", "icon": "๐Ÿงฌ", "label": "Why business process automation with n8n can change your daily 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