Convert Seller Leads to Appointments: Google Calendar + CRM

Turn Seller Lead Submissions into Booked Consultations with Google Calendar + CRM

This n8n workflow converts incoming seller consultation requests into assigned agents, managed booking, and optional HubSpot/Salesforce CRM records—complete with confirmation emails and automated follow-up planning.

What this workflow does

• Receives leads and booking activity from an n8n Form or an authenticated webhook, including submissions from booking/outcome forms.
• Validates and deduplicates the request type, normalizes seller details, verifies the chosen CRM provider, and generates an idempotency hash to prevent duplicate submissions.
• Stores and routes leads by ensuring required n8n Data Tables exist, assigning each lead to an enabled agent using a stable round-robin key, and upserting into the seller_lead_pipeline table.
• Notifies the right people via SMTP: sends an acknowledgement email to the seller (and optionally creates/updates the lead in HubSpot or Salesforce with a direct CRM record link), then emails the assigned agent with lead details and the CRM link (or notes if CRM isn’t configured).
• Books appointments: when a booking request is submitted, the workflow checks the assigned agent’s availability in Google Calendar and creates a consultation event with the seller as an attendee.
• Runs follow-up automation: every 15 minutes, it reads due follow-ups from seller_lead_pipeline and upserts planned follow-up—supporting ongoing lead conversion.
• Produces structured responses back to the form/webhook so your app UI can confirm outcomes.

Use cases

• An online marketplace capturing seller consultation requests and immediately routing them to the next available agent.
• SaaS teams needing automated booking via Google Calendar while optionally syncing leads into HubSpot or Salesforce.
• Automation engineers building a reliable lead pipeline with idempotency, CRM record links, and scheduled follow-up planning in n8n.

Technical details

• n8n workflow logic: if, set, code, crypto
• CRM integrations: HubSpot (hubspot node), Salesforce (via CRM provider validation)
• Calendar integration: Google Calendar (availability check + consultation event creation)
• Inputs/outputs: n8n Form + authenticated webhook with structured response handling
• Data storage: n8n Data Tables (seller_lead_pipeline + lead state management)
• Notifications: SMTP email to seller and assigned agent