Track marketing channel performance with HighLevel, Google Sheets, and Slack

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Important notice

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

1. Workflow Overview

Description: Discover which marketing channels actually convert with this n8n automation template. The workflow fetches all opportunities from HighLevel (GHL), filters for “Closed Won” deals, compu...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.stickynote, n8n-nodes-base.googlesheets, n8n-nodes-base.function, n8n-nodes-base.slack, n8n-nodes-base.highlevel, n8n-nodes-base.if

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: Track marketing channel performance with HighLevel, Google Sheets, and Slack
Workflow name: Track marketing channel performance with HighLevel, Google Sheets, and Slack

Description:

Discover which marketing channels actually convert with this n8n automation template. The workflow fetches all opportunities from HighLevel (GHL), filters for “Closed Won” 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. Perfect for marketing teams, growth analysts, and sales managers who want to reduce wasted ad spend and double down on sources that deliver real ROI.

✅ What This Template Does (Step-by-Step)

⚡ Manual or Scheduled Trigger Run the workflow manually for instant analysis or automate it daily/weekly with a schedule trigger. 📥 Fetch All Opportunities from HighLevel Pulls every deal record from your GHL CRM, including status, amount, and lead source fields. 🔍 Filter for Closed-Won Deals Separates deals by outcome — only “Won” deals are used for conversion tracking, while others trigger Slack alerts for team review. 📊 Log Won Deals to Google Sheets Saves every successful deal’s details into a structured Google Sheet for long-term performance tracking. 🧮 Calculate Lead Source Metrics Aggregates results by lead source, calculating total deals, conversion rate, and total revenue per source automatically. 📢 Send Slack Summary Report Posts a neat summary of conversion metrics to a dedicated Slack channel like #lead-source-report, ensuring visibility for the marketing and sales teams. 🔔 Alert for Lost/Pending Deals Non-won opportunities are flagged and shared with the team via Slack for timely follow-ups.

##🧠 Key Features 📊 Automated lead source performance tracking 💬 Slack alerts for both success and loss updates 📈 Real-time conversion and ROI visibility ⚙️ Seamless GHL + Google Sheets + Slack integration 🔁 Ready to run on-demand or on schedule

💼 Use Cases

💡 Measure campaign ROI across channels 🎯 Identify top-performing ad platforms 📢 Send weekly sales source reports to marketing 💰 Optimize budget allocation using data-driven insights

📦 Required Integrations

HighLevel (GHL) – for opportunity data retrieval Google Sheets – for storing and visualizing deal data Slack – for team notifications and reports

🎯 Why Use This Template?

✅ Saves hours of manual reporting work ✅ Ensures consistent performance tracking ✅ Highlights winning and underperforming sources ✅ Helps marketing teams focus on what truly converts

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 - When clicking ‘Execute workflow’

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

Block 2 - Sticky Note - Workflow Overview

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

Block 3 - Sticky Note - Fetch Data

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

Block 4 - Sticky Note - Filtering Logic

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

Block 5 - Sticky Note - Analytics

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

Block 6 - Sticky Note - Status Alerts

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

Block 7 - Log Won Deals to Sheets

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

Block 8 - Calculate Lead Source Metrics

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

Block 9 - Send Analytics to Slack

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

Block 10 - Fetch All HighLevel Opportunities

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

Block 11 - Check If Status = Won

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 12 - Alert Non-Won Status to Slack

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

3. Summary Table

Workflow	Track marketing channel performance with HighLevel, Google Sheets, and Slack
Complexity	intermediate
Nodes	12
Categories	CRM
Author	Rahul Joshi
Published	25 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/10149/10149.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 CRM workflows

Frequently asked questions

What does Track marketing channel performance with HighLevel, Google Sheets, and Slack 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 CRM use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.stickynote n8n-nodes-base.googlesheets n8n-nodes-base.function n8n-nodes-base.slack n8n-nodes-base.highlevel n8n-nodes-base.if

Complexity

intermediate

Published 25 Oct 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/10149/10149.json

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Track marketing channel performance with HighLevel, Google Sheets, and Slack

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description:

✅ What This Template Does (Step-by-Step)

💼 Use Cases

📦 Required Integrations

🎯 Why Use This Template?

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - When clicking ‘Execute workflow’

Block 2 - Sticky Note - Workflow Overview

Block 3 - Sticky Note - Fetch Data

Block 4 - Sticky Note - Filtering Logic

Block 5 - Sticky Note - Analytics

Block 6 - Sticky Note - Status Alerts

Block 7 - Log Won Deals to Sheets

Block 8 - Calculate Lead Source Metrics

Block 9 - Send Analytics to Slack

Block 10 - Fetch All HighLevel Opportunities

Block 11 - Check If Status = Won

Block 12 - Alert Non-Won Status to Slack

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