Automate Lead Scoring & Routing with Google Sheets & Gmail

Revolutionize Lead Management with Seamless Automation in Google Sheets & Gmail

Streamline your lead processing and elevate your sales strategy with our cutting-edge "Automate Lead Scoring & Routing with Google Sheets & Gmail" workflow. Designed for ultimate efficiency, this powerful n8n automation processes and routes your website's incoming leads, ensuring your sales team focuses on what truly matters—hot prospects.

What this workflow does

• Receive website lead submissions directly via a webhook POST request.
• Normalize inconsistent lead data, including fields such as name, email, phone, and more, into a standardized format for easy processing.
• Validate essential contact details by rejecting leads with missing email or phone numbers, accompanied by a 400 JSON response for clarity.
• Score each lead based on intent-indicative keywords and contact details, assigning a priority status and SLA bucket to streamline follow-up actions.
• Generate a unique daily deduplication key and determine an appropriate routing owner according to lead priority.
• Record each lead and its associated score and SLA metadata into a dedicated Google Sheets "Lead audit" worksheet for comprehensive tracking.
• Send real-time Gmail alerts to the sales team for immediate action on hot leads, while routing review leads to the operations team inbox.

Use cases

• SaaS Operators: Need to quickly respond to high-value website visitor inquiries? This workflow ensures your sales team can concentrate on qualified, high-priority leads.
• Automation Engineers: Simplify lead management and enhance reporting without manual data entry, boosting overall efficiency.
• n8n Users: Optimize existing workflows by incorporating a reliable lead processing system that fully integrates with Google Sheets and Gmail.

Technical details

• Tech stack/nodes used: webhook, if, set, gmail, sticky note, google sheets
• Required configurations: Configure a webhook URL at `/lead-rescue-desk` and ensure Google Sheets and Gmail credentials are set up correctly.
• Essential setup steps: Add the “Lead audit” worksheet in Google Sheets with the necessary columns, and update recipient email addresses in Gmail settings for routing alerts.