Reply to web form leads via Gmail or Quo and log them in Google Sheets

Quick overview

Service businesses with a website form and a Quo (formerly OpenPhone) number, who want every lead answered fast and texted only with consent.

How it works

1. Your form posts each lead here.
2. A lead with an email gets a Gmail reply.
3. A phone-only lead gets a Quo text only when the form's consent box was ticked and the number never opted out.
4. Anyone else gets no reply, and the reason goes on their row so you call them back.
5. Every lead becomes a row in a Leads sheet. A repeat inside 24 hours adds a note, not a second row or reply.
6. Gmail tells you who it was and what reply went out.

Setup

1. Make a Google Sheet with a tab named Leads and these headers in row 1: received_at, source, name, phone, email, message, status, reply_sent_at, reply_channel, followup_sent_at, do_not_text, notes. Set the phone column to Plain text.
2. Add Google Sheets credentials to the three Sheets nodes and Gmail to the two Gmail nodes.
3. In the Quo text node, add a Header Auth credential: name Authorization, value your Quo API key.
4. Fill in Settings: sheet ID, your email, business name and phone, Quo number, timezone. Check the reply texts.
5. Add a checkbox named sms_consent to your form, by the phone field, unticked, with this line: By entering your phone number, you agree to get texts from (your business) about your request: a reply and at most one follow-up. Message and data rates may apply. Reply STOP to opt out.
6. Activate, then point your form at the Production URL.

Requirements

• Quo with US carrier registration, Google and n8n.

Customization

• Edit the reply texts and the repeat window in Settings.