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Google Forms to CRM Lead Automation

Purpose

Captures Google Forms submissions and automatically creates CRM lead records, sends a welcome email, and notifies the sales team.

Trigger Type

Manual / Unknown

Input Format

Google Forms submission webhook payload.

Output Format

Lead record created in CRM (via Google Sheets or API); welcome email sent to lead; sales team notified.

External Services Used

Gmail, Google Sheets, OpenAI (GPT)

High-Level Flow

  1. Webhook receives Google Forms submission
  2. Lead data extracted and normalised
  3. Lead appended to CRM Google Sheet
  4. OpenAI drafts a personalised welcome message
  5. Welcome email sent to new lead
  6. Sales team notified of new lead

Required Environment Variables / Credentials

  • GOOGLE_SHEETS_ID — (set in n8n credentials or environment)
  • SALES_EMAIL — (set in n8n credentials or environment)
  • SENDER_EMAIL — (set in n8n credentials or environment)
  • OPENAI_API_KEY — (set in n8n credentials or environment)

Note: All credentials must be configured in n8n's Credentials manager.
Never hardcode secrets in the workflow JSON.

Setup Instructions

  1. Import google-forms-to-crm-lead-automation.json into your n8n instance via Workflows → Import from file.
  2. Open the workflow and configure all credential nodes (look for nodes marked with a credential warning).
  3. Set the required environment variables in n8n's settings or your .env file.
  4. Activate the workflow.

Generated by n8n Workflow Auditor · Safe for public GitHub upload.