N_01_Simple_Lead_Tracker_Automation_v4

For platform n8n, automate lead tracking by integrating Google Sheets, Slack, Gmail, and HubSpot. Receive instant notifications for new leads, log responses in real-time, and ensure follow-ups with reminders after 3 days of inactivity. Streamline your lead management process and enhance communication efficiency.

7/8/2025
14 nodes
Medium
manualmediumgooglesheetstriggerslackgmailhubspotnoopwaitsticky noteadvancedcommunicationnotificationlogicconditional
Categories:
Communication & MessagingManual TriggeredData Processing & AnalysisMedium Workflow
Integrations:
GoogleSheetsTriggerSlackGmailHubspotNoOpWaitSticky Note

Target Audience

  • Sales Teams: Streamline lead tracking and follow-up processes to enhance productivity and response times.
    - Marketing Professionals: Automate lead notifications and integrate with CRM systems for better lead management.
    - Business Owners: Gain insights into lead engagement and ensure timely follow-ups to maximize conversion rates.
    - Data Analysts: Monitor lead data and analyze trends to improve marketing strategies and sales approaches.

    • Problem Solved

  • Inefficient Lead Management: This workflow automates the tracking of new leads from Google Sheets, ensuring that no lead is overlooked.
    - Delayed Follow-Ups: By sending reminders for leads marked as 'Hot' but not followed up, it helps maintain engagement and improve conversion rates.
    - Fragmented Communication: Integrates notifications through Slack and Gmail, consolidating alerts in one place for better team collaboration.

    • Workflow Steps

  • Trigger: The workflow is manually initiated by detecting new entries in a Google Sheets document.
    - Notifications: Once a new lead is identified, alerts are sent to a designated Slack channel and an email notification is dispatched to the sales team.
    - CRM Integration: The lead details are automatically added to HubSpot with relevant information such as email, phone number, and interest level.
    - Follow-Up Check: A conditional check is performed to see if the lead has been followed up. If not, a reminder email is sent after a 3-minute wait period.
    - No Operation Handling: If the conditions for follow-up are not met, the workflow does nothing, ensuring resources are not wasted on unnecessary actions.

    • Customization Guide

  • Modify Lead Source: Change the Google Sheets document ID and sheet name in the Google Sheets Trigger node to point to your specific lead tracking sheet.
    - Adjust Notification Channels: Update the Slack channel ID and Gmail recipient addresses in the respective nodes to customize where notifications are sent.
    - Change Follow-Up Criteria: Alter the conditions in the If node to define what constitutes a 'Hot' lead or to include additional criteria for follow-up reminders.
    - Personalize Messages: Edit the text and HTML content in the Slack and Gmail nodes to better fit your brand voice and communication style.
    - Expand CRM Integration: If using a different CRM, replace the HubSpot node with the appropriate integration node and adjust the fields accordingly.