Automate Lead Scoring & Routing with Google Sheets & Gmail

Automate Lead Scoring & Routing with Google Sheets & Gmail

Transform your website lead management process with this powerful n8n workflow, designed to automate lead scoring and routing using Google Sheets and Gmail. Streamline your inbound lead operations while ensuring each lead receives attention based on its priority and potential impact on your business.

What This Workflow Does

• Receives a POST request from website forms using a robust webhook endpoint, capturing all lead submissions seamlessly.
• Normalizes lead data by aligning field structure, including name, email, phone, and other vital information, ensuring consistency across all entries.
• Validates essential contact details, rejecting submissions missing a valid email or phone number, and provides a clear 400 JSON response to guide improvements.
• Scores each lead based on intent keywords and contact completeness, assigning appropriate priority levels (hot, review, normal) and an SLA classification.
• Logs every lead into a Google Sheets “Lead audit” tab, complete with scoring metadata, and assigns routing responsibilities.
• Sends hot leads with a score of 70 or higher directly to your sales team via Gmail and medium leads with a score of 40 or more to operations for review.
• Returns a detailed JSON response summarizing the lead's priority, score, SLA, and routing owner back to your webhook.

Use Cases

• Optimize the flow of incoming leads for your SaaS business, ensuring hot leads are promptly assigned to sales, thus maximizing conversion opportunities.
• Enhance data consistency and lead quality by leveraging automatic rejection of incomplete lead forms, minimizing manual data handling.
• Empower your operations team with organized and prioritized lead audits, accessible in real-time from Google Sheets.

Technical Details

• Nodes Used: Webhook, Google Sheets, Gmail, If, Set, Sticky Note
• Easy configuration with a dedicated webhook URL for smooth lead data transmission.
• Integration with Google Sheets for detailed lead audit reporting.
• Streamlined communication with Gmail to distribute leads based on scored priority.