n8n Wealth Lead Scoring: Google Sheets, Gmail & Gemini

Turn new advisor & lead submissions into scored, enriched, auto-assigned CRM records—powered by Google Sheets, Gmail, and Gemini

This n8n Wealth Lead Scoring workflow captures advisor and lead submissions via webhooks, enriches them with Google Gemini, scores and prioritizes them, stores everything in lightweight Google Sheets (as a CRM), and automates assignment plus Gmail notifications and daily follow-up reminders.

What this workflow does

• Receives submissions via webhook (POST request) with record_type set to advisor or lead, then normalizes and standardizes incoming fields.
• Advisor handling: checks the Advisors_CRM Google Sheet for duplicates, calculates a wealth score and grade, and uses Google Gemini to generate a structured advisor profile summary.
• Saves advisor records by appending or updating Advisors_CRM and writes an entry into Activity_Log.
• Lead handling: checks the Leads_CRM sheet for duplicates, calculates a lead score and priority, and uses Google Gemini to produce structured enrichment fields.
• Auto-assigns leads by reading available advisors from Advisors_CRM and applying best-fit rules based on needs/segment/city/capacity.
• Notifies the assigned advisor by drafting a Gmail notification and logs lead activity in Activity_Log, then returns a JSON success payload to the webhook caller.
• Daily follow-ups: on a schedule, reads Leads_CRM for due follow-ups and sends Gmail reminder emails to both the lead and advisor (as specified by the workflow logic).

Use cases

• Route inbound advisor/lead intake from a website form into a Google Sheets CRM.
• Automatically score and prioritize leads for wealth/financial services workflows.
• Ensure advisors get timely Gmail notifications and scheduled follow-up reminders.

Technical details

• Integrations: Google Sheets, Gmail, Google Gemini (enrichment)
• Key n8n nodes: if, set, code, gmail, merge, switch
• Data storage: Advisors_CRM, Leads_CRM, and Activity_Log sheets