Automate lead qualification & routing with GPT-4o-mini, Google Sheets & HighLevel CRM

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

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 opportuni...

Best for

Lead Generation automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.function, n8n-nodes-base.googlesheetstrigger, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatazureopenai, n8n-nodes-base.code, n8n-nodes-base.googlesheets, n8n-nodes-base.highlevel

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Automate lead qualification & routing with GPT-4o-mini, Google Sheets & HighLevel CRM
Workflow name: Automate lead qualification & routing with GPT-4o-mini, Google Sheets & HighLevel CRM

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. 📂

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note - Main Overview

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note - AI Section

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Sticky Note - Processing

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Sticky Note - Routing

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Categorize Lead Priority1

Type / Role: n8n-nodes-base.function - function
Config choices: Version 1

Block 6 - New Lead Form Submission1

Type / Role: n8n-nodes-base.googleSheetsTrigger - googleSheetsTrigger
Config choices: Version 1

Block 7 - AI Lead Qualification Agent1

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2.2

Block 8 - Azure OpenAI Model1

Type / Role: @n8n/n8n-nodes-langchain.lmChatAzureOpenAi - lmChatAzureOpenAi
Config choices: Version 1

Block 9 - Parse AI Response to JSON

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 10 - Save Lead to Status Sheet

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 3

Block 11 - Add Contact to CRM

Type / Role: n8n-nodes-base.highLevel - highLevel
Config choices: Version 2

Block 12 - Send Email to Sales Rep

Type / Role: n8n-nodes-base.emailSend - emailSend
Config choices: Version 1

3. Summary Table

Workflow	Automate lead qualification & routing with GPT-4o-mini, Google Sheets & HighLevel CRM
Complexity	intermediate
Nodes	12
Categories	Lead Generation, AI Summarization
Author	Rahul Joshi
Published	06 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/9310/9310.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Lead Generation workflows AI Summarization workflows

Frequently asked questions

What does Automate lead qualification & routing with GPT-4o-mini, Google Sheets & HighLevel CRM do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Lead Generation, AI Summarization use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.function n8n-nodes-base.googlesheetstrigger @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatazureopenai n8n-nodes-base.code n8n-nodes-base.googlesheets n8n-nodes-base.highlevel

Complexity

intermediate

Published 06 Oct 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/9310/9310.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Find LinkedIn engagement opportunities with Apify, Gemini, Google Sheets and Slack

## Quick overview Youtube Video: https://youtu.be/ehsagyRmri4 This workflow runs on a schedule to scrape recent LinkedIn posts with Apify, stores and evaluates them in Google Sheets using Google Gemini, then enriches shortlisted authors with Apify profile data, saves profile results to a second Sheet, and sends Slack alerts for comment and connection opportunities. ## How it works 1. Runs on a schedule and sets the Ideal Customer Profile (ICP) text used for evaluation. 2. Scrapes LinkedIn posts from Apify using the configured search query and merges the results with existing rows from a Google Sheets “Linkedin_Outreach_oppurtunities” sheet. 3. Limits processing to two posts, upserts the post details into Google Sheets, and sends each post’s content to Google Gemini to score whether it is a comment opportunity. 4. If the post is marked as an opportunity with a confidence score above 80, the workflow updates the corresponding Google Sheets row with the AI reasoning and suggested comment angle. 5. Aggregates the qualified opportunities, compares their author profile URLs against an existing “Profile_scraper” Google Sheet, and keeps only authors that are not already present. 6. Scrapes each new author profile with an Apify profile scraper, uses Google Gemini to score ICP match, saves the profile details and qualification summary to the “Profile_scraper” Google Sheet, and posts a Slack message with the shortlisted profile link. 7. Separately, a Google Sheets trigger watches the opportunities sheet for row updates and sends a Slack alert containing the post link, reasoning, and comment angle. ## Setup 1. Add Apify credentials and verify the actor IDs and input parameters for the LinkedIn post scraper and the profile scraper. 2. Configure Google Sheets access (service account for read/write nodes and a Google Sheets Trigger OAuth connection) and update the document IDs/sheet tabs for both the opportunities sheet and the profile sheet. 3. Add Google Gemini (Google PaLM) credentials and confirm the selected Gemini model names in both AI evaluation steps. 4. Add Slack credentials, choose the target channel, and adjust the Slack message text if needed. 5. Customize the ICP text and the LinkedIn search query/posted time window to match the audience and volume you want to monitor.

View

Enrich existing HubSpot company records with Veridion

## Quick Overview This workflow manually enriches existing HubSpot companies using Veridion, skipping records already marked as enriched and updating HubSpot with matched company details like industry, location, and key firmographics. ## How it works 1. Runs when you manually execute the workflow. 2. Fetches up to 100 companies from HubSpot and includes key properties such as name, domain, phone, and the custom veridion_enriched flag. 3. Stops with a clear error if the veridion_enriched property is missing, otherwise filters to only companies not yet marked as enriched. 4. Retrieves full details for each selected HubSpot company and sends its name, domain/website, and phone to Veridion for enrichment. 5. Checks whether Veridion returns a match and skips companies without a match. 6. Maps key Veridion fields and updates the HubSpot company record with enriched details and sets veridion_enriched to true. ## Setup 1. Create the HubSpot company custom properties veridion_enriched (boolean/checkbox) and veridion_industry (single-line text). 2. Add HubSpot App Token credentials and ensure the HubSpot company list request includes veridion_enriched, veridion_industry, name, domain/website, phone, and hs_object_id. 3. Add Veridion API credentials and confirm your HubSpot companies have at least a name plus a domain/website or phone for best matching.

View

Identify company decision makers with Coresignal and Google Sheets

## Quick Overview This workflow manually pulls company website data from Google Sheets, finds matching companies in Coresignal, and searches for decision-maker employees. It then writes the resulting contact and company details back to a dedicated “Decision makers” sheet in Google Sheets. ## How it works 1. Manually starts the workflow and reads company rows from a Google Sheets spreadsheet. 2. Normalizes each company website URL into a clean domain and searches Coresignal for the matching company by website domain. 3. Processes companies in batches and writes placeholder “no employee found” company details to the “Decision makers” sheet in Google Sheets. 4. For each matched company, searches Coresignal for current employees whose titles match common executive and leadership roles. 5. If the title-based search does not return a single employee ID, runs a broader Coresignal decision-maker search that excludes HR-related roles and departments. 6. Retrieves detailed employee (and, when needed, company) fields from Coresignal and appends or updates the “Decision makers” sheet with names, titles, emails, LinkedIn URLs, and company information. ## Setup 1. Create a Google Sheets OAuth2 connection and set the source sheet (companies with a Website field) and the target “Decision makers” sheet in the Google Sheets nodes. 2. Create a Coresignal API credential in n8n and ensure your plan supports company and employee Elasticsearch DSL search and profile retrieval. 3. Confirm your input sheet includes a website column named either Website or website, and adjust the Coresignal title/department filters to match the decision-maker roles you want to capture.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

Automate lead qualification & routing with GPT-4o-mini, Google Sheets & HighLevel CRM

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description

What This Template Does

Key Benefits

Features

Requirements

Target Audience

Step-by-Step Setup Instructions (Concise)

Security Best Practices

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note - Main Overview

Block 2 - Sticky Note - AI Section

Block 3 - Sticky Note - Processing

Block 4 - Sticky Note - Routing

Block 5 - Categorize Lead Priority1

Block 6 - New Lead Form Submission1

Block 7 - AI Lead Qualification Agent1

Block 8 - Azure OpenAI Model1

Block 9 - Parse AI Response to JSON

Block 10 - Save Lead to Status Sheet

Block 11 - Add Contact to CRM

Block 12 - Send Email to Sales Rep

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions