{"product_id":"n8n-wealth-lead-scoring-google-sheets-gmail-gemini","title":"n8n Wealth Lead Scoring: Google Sheets, Gmail \u0026 Gemini","description":"\u003ch3\u003eTurn new advisor \u0026amp; lead submissions into scored, enriched, auto-assigned CRM records—powered by Google Sheets, Gmail, and Gemini\u003c\/h3\u003e\n\u003cp\u003eThis \u003cstrong\u003en8n Wealth Lead Scoring\u003c\/strong\u003e workflow captures advisor and lead submissions via \u003cstrong\u003ewebhooks\u003c\/strong\u003e, enriches them with \u003cstrong\u003eGoogle Gemini\u003c\/strong\u003e, scores and prioritizes them, stores everything in lightweight \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e (as a CRM), and automates assignment plus \u003cstrong\u003eGmail\u003c\/strong\u003e notifications and daily follow-up reminders.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives submissions via webhook\u003c\/strong\u003e (POST request) with \u003ccode\u003erecord_type\u003c\/code\u003e set to \u003ccode\u003eadvisor\u003c\/code\u003e or \u003ccode\u003elead\u003c\/code\u003e, then normalizes and standardizes incoming fields.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAdvisor handling\u003c\/strong\u003e: checks the \u003cstrong\u003eAdvisors_CRM\u003c\/strong\u003e Google Sheet for duplicates, calculates a wealth \u003cstrong\u003escore and grade\u003c\/strong\u003e, and uses \u003cstrong\u003eGoogle Gemini\u003c\/strong\u003e to generate a structured advisor profile summary.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSaves advisor records\u003c\/strong\u003e by appending or updating \u003cstrong\u003eAdvisors_CRM\u003c\/strong\u003e and writes an entry into \u003cstrong\u003eActivity_Log\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLead handling\u003c\/strong\u003e: checks the \u003cstrong\u003eLeads_CRM\u003c\/strong\u003e sheet for duplicates, calculates a lead \u003cstrong\u003escore and priority\u003c\/strong\u003e, and uses \u003cstrong\u003eGoogle Gemini\u003c\/strong\u003e to produce structured enrichment fields.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAuto-assigns leads\u003c\/strong\u003e by reading available advisors from \u003cstrong\u003eAdvisors_CRM\u003c\/strong\u003e and applying best-fit rules based on \u003cstrong\u003eneeds\/segment\/city\/capacity\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNotifies the assigned advisor\u003c\/strong\u003e by drafting a \u003cstrong\u003eGmail\u003c\/strong\u003e notification and logs lead activity in \u003cstrong\u003eActivity_Log\u003c\/strong\u003e, then returns a JSON success payload to the webhook caller.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDaily follow-ups\u003c\/strong\u003e: on a schedule, reads \u003cstrong\u003eLeads_CRM\u003c\/strong\u003e for due follow-ups and sends Gmail reminder emails to both the lead and advisor (as specified by the workflow logic).\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eRoute inbound advisor\/lead intake from a website form into a \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e CRM.\u003c\/li\u003e\n  \u003cli\u003eAutomatically score and prioritize leads for wealth\/financial services workflows.\u003c\/li\u003e\n  \u003cli\u003eEnsure advisors get timely \u003cstrong\u003eGmail\u003c\/strong\u003e notifications and scheduled follow-up reminders.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations\u003c\/strong\u003e: Google Sheets, Gmail, Google Gemini (enrichment)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eKey n8n nodes\u003c\/strong\u003e: \u003ccode\u003eif\u003c\/code\u003e, \u003ccode\u003eset\u003c\/code\u003e, \u003ccode\u003ecode\u003c\/code\u003e, \u003ccode\u003egmail\u003c\/code\u003e, \u003ccode\u003emerge\u003c\/code\u003e, \u003ccode\u003eswitch\u003c\/code\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eData storage\u003c\/strong\u003e: \u003cstrong\u003eAdvisors_CRM\u003c\/strong\u003e, \u003cstrong\u003eLeads_CRM\u003c\/strong\u003e, and \u003cstrong\u003eActivity_Log\u003c\/strong\u003e sheets\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45822089953459,"sku":"N8N-18085","price":48.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/njUPGShCH4kwODm394J7f_yQRzEfxW.png?v=1786525580","url":"https:\/\/buyflowscripts.com\/products\/n8n-wealth-lead-scoring-google-sheets-gmail-gemini","provider":"N8N Commerce","version":"1.0","type":"link"}