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Automate Lead Qualification & Routing with GPT-4o-mini, Google Sheets & HighLevel CRM

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update 10 hours ago

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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. 📂