Skip to main content

Sync Facebook leads from Google Sheets to Perfex CRM via REST API

Workflow preview

Workflow preview
100%
Sync Facebook leads from Google Sheets to Perfex CRM via REST API preview
Open on n8n.io

1. Workflow Overview

Who’s it for This workflow is built for sales and marketing teams who collect Facebook Lead Ads into Google Sheets and want to automatically sync those leads into Perfex CRM without manual data ent...

Best for

  • CRM automation workflows
  • intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.scheduletrigger, n8n-nodes-base.googlesheets, n8n-nodes-base.splitinbatches, n8n-nodes-base.httprequest, n8n-nodes-base.if, n8n-nodes-base.wait, n8n-nodes-base.stickynote

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title
Sync Facebook leads from Google Sheets to Perfex CRM via REST API
Workflow name
Sync Facebook leads from Google Sheets to Perfex CRM via REST API

Who’s it for

This workflow is built for sales and marketing teams who collect Facebook Lead Ads into Google Sheets and want to automatically sync those leads into Perfex CRM without manual data entry or duplicate records.

What it does

The workflow checks Google Sheets for new rows where lead_status is marked as CREATED. For each lead, it searches Perfex CRM using the email address via the Rest API module for the Perfex CRM plugin. If the lead already exists, the workflow updates the sheet with a clickable CRM link and marks the row as ADDED. If the lead does not exist, it creates a new lead in Perfex CRM through the REST API and then updates the sheet accordingly.

This ensures your CRM stays up to date while preventing duplicate lead creation.

How it works

  1. A scheduled trigger runs the workflow.
  2. Google Sheets retrieves leads with status CREATED.
  3. The workflow searches Perfex CRM using the REST API.
  4. If found → update Sheet.
  5. If not found → create lead in CRM.
  6. The sheet is updated with the CRM record link.

Requirements

  • Google Sheets account
  • Perfex CRM
  • Rest API module for the Perfex CRM plugin enabled
  • API token configured in n8n credentials (do not hardcode it)

How to customize

You can modify the lead field mappings, assign leads to different staff members, add tags, or adjust the schedule interval and batch size depending on your lead volume.

Support / Contact

If you need help setting up or customizing this workflow, feel free to reach out:

Email: [email protected] WhatsApp: +1 (760) 933-7005 (WhatsApp only)

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 - Schedule trigger (every minute)

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.3

Block 2 - Google Sheets: Get leads with status CREATED

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.7

Block 3 - Split in batches

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

Block 4 - Perfex: Search lead by email

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.3

Block 5 - IF: Lead exists

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.3

Block 6 - IF: Lead not found (404)

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.3

Block 7 - Perfex: Create lead

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.3

Block 8 - Google Sheets: Mark as ADDED (existing)

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.7

Block 9 - Google Sheets: Mark as ADDED (new)

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.7

Block 10 - Wait (rate limit buffer)

Type / Role
n8n-nodes-base.wait - wait
Config choices
Version 1.1

Block 11 - Sticky Note

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

Block 12 - Sticky Note1

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

Block 13 - Sticky Note2

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

Block 14 - Sticky Note3

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

3. Summary Table

Workflow Sync Facebook leads from Google Sheets to Perfex CRM via REST API
Complexity intermediate
Nodes 14
Categories CRM
Author Asraful Attare
Published 16 Feb 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/13419/13419.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does Sync Facebook leads from Google Sheets to Perfex CRM via REST API do?

Who’s it for This workflow is built for sales and marketing teams who collect Facebook Lead Ads into Google Sheets and want to automatically sync those leads into Perfex CRM without manual data ent...

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 CRM use case.