{ "name": "Customer Relationship Management Final", "nodes": [ { "parameters": { "model": { "__rl": true, "value": "gpt-5-mini", "mode": "list", "cachedResultName": "gpt-5-mini" }, "responsesApiEnabled": false, "options": {} }, "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "typeVersion": 1.3, "position": [ -6016, -496 ], "id": "7c266db8-2a24-4477-9c21-b1fbc0042766", "name": "OpenAI Chat Model", "credentials": { "openAiApi": { "name": "" } } }, { "parameters": { "content": "## LEAD CAPTURE\n\n**Purpose**: Captures leads from two sources (Gmail & Google Sheets).\nAI validates if email is a real lead, extracts company name & service needed.\nCleans and standardizes data, then creates Airtable record.\n\n**Flow**: Email/Form \u2192 AI Validation \u2192 Data Cleaning \u2192 Airtable Record\n\n**Key Outcome**: Every lead automatically enters your CRM within 1 minute.", "height": 688, "width": 1936, "color": 4 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -7152, -864 ], "id": "09e3c018-1aca-4949-aee9-b06ee204226c", "name": "Sticky Note" }, { "parameters": { "content": "## LEAD ASSIGNMENT\n\n**Purpose**: Auto-assigns captured leads to account managers using round-robin.\nFinds manager with lowest workload, assigns lead, updates manager's load.\nSends auto-reply to lead + notification email to assigned manager.\n\n**Flow**: Lead Created \u2192 Find Active Manager \u2192 Assign \u2192 Notify Both\n\n**Key Outcome**: Lead assigned to right manager instantly. No manual work needed. ", "height": 640, "width": 1952 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -7152, -96 ], "id": "59bb4812-de3a-44b1-917b-4259c23da680", "name": "Sticky Note1" }, { "parameters": { "content": " ## DAILY FOLLOW-UP REMINDERS\n\n**Purpose**: Every morning at 8 AM, sends managers their follow-up list.\nGroups all leads due today under each manager's name.\nOne consolidated email per manager (not spam of 5 separate emails).\n\n**Flow**: 8 AM Trigger \u2192 Find Today's Follow-ups \u2192 Group by Manager \u2192 Send Email\n\n**Key Outcome**: Leads are followed up consistently. 95%+ contact rate within 24 hours.", "height": 384, "width": 1888, "color": 3 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -5168, -864 ], "id": "440b342c-b050-473e-9a02-529001b20f32", "name": "Sticky Note2" }, { "parameters": { "content": "## PROPOSAL TRACKER\n\n**Purpose**: When lead status changes to \"Proposal Sent\", automates notifications.\nSends proposal confirmation to client, alerts finance team to prep invoice.\nMarks as processed to prevent duplicate emails.\n\n**Flow**: Status = Proposal Sent \u2192 Check if Already Triggered \u2192 Send Emails \u2192 Mark Done\n\n**Key Outcome**: Client gets excited about proposal. Finance knows to prepare invoice.", "height": 400, "width": 1904, "color": 7 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -5168, -448 ], "id": "4d316f6c-f2e6-472d-9610-0e87c39f4814", "name": "Sticky Note3" }, { "parameters": { "content": "## DEAL WON PROCESS\n\n**Purpose**: When lead status changes to \"Won\", orchestrates project handoff.\nCreates new project record, sends congratulations email, alerts project manager.\nMarks as processed to prevent duplicate project creation.\n\n**Flow**: Status = Won \u2192 Create Project \u2192 Send Congratulations \u2192 Alert PM \u2192 Mark Done\n\n**Key Outcome**: Lead becomes project instantly. Onboarding automated. No handoff delays.", "height": 544, "width": 1904, "color": 5 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -5168, 0 ], "id": "37211597-e65b-41a0-9b7f-a8a5191cb38d", "name": "Sticky Note4" }, { "parameters": { "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "simple": false, "filters": {}, "options": {} }, "type": "n8n-nodes-base.gmailTrigger", "typeVersion": 1.3, "position": [ -7056, -640 ], "id": "8995de05-6c66-4a1e-90c5-9b188c5120dc", "name": "New Email Received", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "modelId": { "__rl": true, "value": "gpt-5.1", "mode": "list", "cachedResultName": "GPT-5.1" }, "responses": { "values": [ { "content": "={{ $json.text }}" }, { "role": "system", "content": "=You are an email expert for an agency that offers the following services. Social media management, graphic design, web development, brand strategy \n\nYour job is to analyze new emails to determine if the email is a new customer lead. If yes, the output should be yes. If no, the output should be no" } ] }, "builtInTools": {}, "options": {} }, "type": "@n8n/n8n-nodes-langchain.openAi", "typeVersion": 2, "position": [ -6832, -640 ], "id": "1fd6a73f-bec0-46e2-afba-4ce9f4b82930", "name": "Validate Lead Email", "credentials": { "openAiApi": { "name": "" } } }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "647e53f0-fe14-43b3-90e7-b2b84d739cfe", "leftValue": "={{ $json.output[0].content[0].text }}", "rightValue": "yes", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ -6480, -640 ], "id": "3fa1bb42-9f93-4e38-b601-6392c12ab120", "name": "Is Valid Lead?" }, { "parameters": { "operation": "addLabels", "messageId": "={{ $('New Email Received').item.json.id }}", "labelIds": [ "Label_3492968367538902772" ] }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ -6256, -640 ], "id": "d4e48d18-e07a-43d5-958a-5ce313ea9e54", "name": "Label as Lead", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "text": "={{ $('New Email Received').item.json.text }}", "attributes": { "attributes": [ { "name": "Client Name", "description": "The name of the comany" }, { "name": "Service Needed", "description": "The service the client needs" } ] }, "options": { "systemPromptTemplate": "You are information Extractor for an agency that offers the following services. Social media management, graphic design, web development, brand strategy.\n\nYour job is to analyze new lead emails to extract information relating to Name of the client and the services needed by the client" } }, "type": "@n8n/n8n-nodes-langchain.informationExtractor", "typeVersion": 1.2, "position": [ -6032, -640 ], "id": "092a068a-e02b-4f13-bd49-ed4418ac5f63", "name": "Extract Lead Data" }, { "parameters": { "assignments": { "assignments": [ { "id": "7a2fcacb-3b98-4a7b-a0b8-7f57c212180d", "name": "Name", "value": "={{ $json.output['Client Name'] }}", "type": "string" }, { "id": "0942af5a-eb5a-4b5e-867b-525371bb4f0b", "name": "Services Needed", "value": "={{ $json.output['Service Needed'] }}", "type": "string" }, { "id": "08747ebb-a672-4a53-b8e1-5dc831968634", "name": "Email", "value": "={{ $('New Email Received').item.json.from.value[0].address }}", "type": "string" }, { "id": "7d29039b-9084-40b8-a4b5-b9c91a534a1f", "name": "date received", "value": "={{ new Date($('New Email Received').item.json.headers.date).toLocaleString('en-US', { year: 'numeric', month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit', hour12: false }) }}", "type": "string" }, { "id": "22e77b49-3b87-4a27-88c2-cdee231992e9", "name": "Message", "value": "={{ $('New Email Received').item.json.text }}", "type": "string" }, { "id": "102565f9-5e56-4b16-88e7-1ab10a99e6ac", "name": "Follow-up Date", "value": "={{ new Date(new Date($('New Email Received').item.json.headers.date).getTime() + 3600000).toLocaleString('en-US', { year: 'numeric', month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit', hour12: false }) }}", "type": "string" }, { "id": "5c943027-ac47-403a-841a-8bcc9ddf13e7", "name": "Lead Source", "value": "Email", "type": "string" }, { "id": "22d8f3de-17f8-408f-90ac-63c623ee2a81", "name": "Status", "value": "New", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ -5680, -640 ], "id": "d920155e-e70a-485f-99b2-a20355cf8060", "name": "Format for Airtable" }, { "parameters": { "operation": "create", "base": { "__rl": true, "value": "app1Bq7PpPmCrHRlI", "mode": "list", "cachedResultName": "CRM", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI" }, "table": { "__rl": true, "value": "tbl7qoIqxlTFfY1LM", "mode": "list", "cachedResultName": "Lead Capture", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tbl7qoIqxlTFfY1LM" }, "columns": { "mappingMode": "defineBelow", "value": { "Name": "={{ $json.Name }}", "Service Needed": "={{ $json['Services Needed'] }}", "Email": "={{ $json.Email }}", "Source": "={{ $json['Lead Source'] }}", "Date Received": "={{ $json['date received'] }}", "Follow-up Date": "={{ $json['Follow-up Date'] }}", "Status": "={{ $json.Status }}" }, "matchingColumns": [], "schema": [ { "id": "Name", "displayName": "Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Service Needed", "displayName": "Service Needed", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Email", "displayName": "Email", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Source", "displayName": "Source", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Date Received", "displayName": "Date Received", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "dateTime", "readOnly": false, "removed": false }, { "id": "Follow-up Date", "displayName": "Follow-up Date", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "dateTime", "readOnly": false, "removed": false }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "New", "value": "New" }, { "name": "Contacted", "value": "Contacted" }, { "name": "Won", "value": "Won" } ], "readOnly": false, "removed": false } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -5456, -640 ], "id": "bb8aa9e6-0332-4597-848c-365652503465", "name": "Create Lead Record", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "pollTimes": { "item": [ { "mode": "everyX", "value": 5, "unit": "minutes" } ] }, "documentId": { "__rl": true, "value": "1Jrxu61CbV09dtw52iPqQnfkLCZ4hbUf2PAKeflS7KhI", "mode": "list", "cachedResultName": "Brands Avenue Digital", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Jrxu61CbV09dtw52iPqQnfkLCZ4hbUf2PAKeflS7KhI/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": 1532405585, "mode": "list", "cachedResultName": "Leads Capture", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Jrxu61CbV09dtw52iPqQnfkLCZ4hbUf2PAKeflS7KhI/edit#gid=1532405585" }, "event": "rowAdded", "options": {} }, "type": "n8n-nodes-base.googleSheetsTrigger", "typeVersion": 1, "position": [ -7072, -368 ], "id": "c02c640a-b792-4e76-be2a-93c196251df4", "name": "New Row Added", "credentials": { "googleSheetsTriggerOAuth2Api": { "name": "" } } }, { "parameters": { "assignments": { "assignments": [ { "id": "978474b6-4ea4-4d32-b2a9-e14ad9fd5bc8", "name": "Name", "value": "={{ $json.Name }}", "type": "string" }, { "id": "186431ec-eda8-4334-a15b-3576307ae3d6", "name": "Phone", "value": "={{ $json.Phone }}", "type": "string" }, { "id": "97a633aa-e9ea-4b22-b17e-fdd12e4aa9a4", "name": "Email", "value": "={{ $json.Email }}", "type": "string" }, { "id": "fdef1c71-5ec8-47f7-911b-f3a0939045df", "name": "Source", "value": "={{ $json.Source }}", "type": "string" }, { "id": "2d803602-2f71-446e-be8e-9568f4d286eb", "name": "Service Interested", "value": "={{ $json['Service Interested'] }}", "type": "string" }, { "id": "33b44fc5-0886-4408-a1c3-8095e309c42c", "name": "Message", "value": "={{ $json.Message }}", "type": "string" }, { "id": "109d8328-50f6-4d4c-951e-d85eb6ff620e", "name": "Lead Status", "value": "={{ $json['Lead Status'] }}", "type": "string" }, { "id": "a1145145-69ed-4855-a7b4-a39e64af80d5", "name": "Date Received", "value": "={{ $json.Timestamp }}", "type": "string" }, { "id": "89eb237d-06e1-414f-801c-1d68759180ed", "name": "Follow-up Date", "value": "={{ new Date(new Date($json.Timestamp).getTime() + 3600000).toLocaleString(\"en-US\", {\n month: \"2-digit\",\n day: \"2-digit\",\n year: \"numeric\",\n hour: \"2-digit\",\n minute: \"2-digit\",\n second: \"2-digit\",\n hour12: false\n}) }}\n\n", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ -6832, -368 ], "id": "3865750b-9d83-4806-8e82-14cf46ceae84", "name": "Format Sheets Data" }, { "parameters": { "operation": "create", "base": { "__rl": true, "value": "app1Bq7PpPmCrHRlI", "mode": "list", "cachedResultName": "CRM", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI" }, "table": { "__rl": true, "value": "tbl7qoIqxlTFfY1LM", "mode": "list", "cachedResultName": "Lead Capture", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tbl7qoIqxlTFfY1LM" }, "columns": { "mappingMode": "defineBelow", "value": { "Name": "={{ $json.Name }}", "Service Needed": "={{ $json['Service Interested'] }}", "Email": "={{ $json.Email }}", "Source": "={{ $json.Source }}", "Date Received": "={{ $json['Date Received'] }}", "Follow-up Date": "={{ $json['Follow-up Date'] }}", "Status": "={{ $json['Lead Status'] }}", "Phone number": "={{ $json.Phone }}" }, "matchingColumns": [], "schema": [ { "id": "Lead Order", "displayName": "Lead Order", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": true, "removed": true }, { "id": "Name", "displayName": "Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Service Needed", "displayName": "Service Needed", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Email", "displayName": "Email", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Source", "displayName": "Source", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Date Received", "displayName": "Date Received", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "dateTime", "readOnly": false, "removed": false }, { "id": "Follow-up Date", "displayName": "Follow-up Date", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "dateTime", "readOnly": false, "removed": false }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "New", "value": "New" }, { "name": "Contacted", "value": "Contacted" }, { "name": "Won", "value": "Won" } ], "readOnly": false, "removed": false }, { "id": "Phone number", "displayName": "Phone number", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -6608, -368 ], "id": "799bef23-bdfd-4195-af1e-ec41106c8a12", "name": "Create Lead from Sheets", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "authentication": "YOUR_API_KEY_HERE", "baseId": { "__rl": true, "value": "app1Bq7PpPmCrHRlI", "mode": "id" }, "tableId": { "__rl": true, "value": "tbl7qoIqxlTFfY1LM", "mode": "id" }, "triggerField": "Lead Order", "additionalFields": {} }, "type": "n8n-nodes-base.airtableTrigger", "typeVersion": 1, "position": [ -6928, 288 ], "id": "bbfaa360-ef19-4419-a49d-7637725256e2", "name": "Lead Order Created", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "operation": "search", "base": { "__rl": true, "value": "app1Bq7PpPmCrHRlI", "mode": "list", "cachedResultName": "CRM", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI" }, "table": { "__rl": true, "value": "tblBp5K7vzCzjVaYL", "mode": "list", "cachedResultName": "Account Managers", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblBp5K7vzCzjVaYL" }, "filterByFormula": "{Active} = \"Active\"", "returnAll": false, "limit": 1, "options": {}, "sort": { "property": [ { "field": "Current Load" } ] } }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -6704, 288 ], "id": "d3d1cc1d-b209-49ab-9f27-a32f348fe168", "name": "Get Active Managers", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "operation": "update", "base": { "__rl": true, "value": "app1Bq7PpPmCrHRlI", "mode": "list", "cachedResultName": "CRM", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI" }, "table": { "__rl": true, "value": "tbl7qoIqxlTFfY1LM", "mode": "list", "cachedResultName": "Lead Capture", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tbl7qoIqxlTFfY1LM" }, "columns": { "mappingMode": "defineBelow", "value": { "Account Manager": "={{ $json['Account Manager'] }}", "id": "={{ $('Lead Order Created').item.json.id }}" }, "matchingColumns": [ "id" ], "schema": [ { "id": "id", "displayName": "id", "required": false, "defaultMatch": true, "display": true, "type": "string", "readOnly": true, "removed": false }, { "id": "Lead Order", "displayName": "Lead Order", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": true, "removed": true }, { "id": "Name", "displayName": "Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Service Needed", "displayName": "Service Needed", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Email", "displayName": "Email", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Source", "displayName": "Source", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Date Received", "displayName": "Date Received", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "dateTime", "readOnly": false, "removed": true }, { "id": "Follow-up Date", "displayName": "Follow-up Date", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "dateTime", "readOnly": false, "removed": true }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "New", "value": "New" }, { "name": "Contacted", "value": "Contacted" }, { "name": "Won", "value": "Won" } ], "readOnly": false, "removed": true }, { "id": "Phone number", "displayName": "Phone number", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Account Manager", "displayName": "Account Manager", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -6480, 288 ], "id": "2ea255d4-30a5-4a7d-81fc-b72c5d351598", "name": "Assign Manager to Lead", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "operation": "update", "base": { "__rl": true, "value": "app1Bq7PpPmCrHRlI", "mode": "list", "cachedResultName": "CRM", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI" }, "table": { "__rl": true, "value": "tblBp5K7vzCzjVaYL", "mode": "list", "cachedResultName": "Account Managers", "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblBp5K7vzCzjVaYL" }, "columns": { "mappingMode": "defineBelow", "value": { "id": "={{ $('Get Active Managers').item.json.id }}", "Active": "Inactive", "Current Load": "={{ $('Get Active Managers').item.json['Current Load'] + 1 }}\n" }, "matchingColumns": [ "id" ], "schema": [ { "id": "id", "displayName": "id", "required": false, "defaultMatch": true, "display": true, "type": "string", "readOnly": true, "removed": false }, { "id": "Account Manager", "displayName": "Account Manager", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Email", "displayName": "Email", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Phone", "displayName": "Phone", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "Active", "displayName": "Active", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "Active", "value": "Active" }, { "name": "Inactive", "value": "Inactive" } ], "readOnly": false, "removed": false }, { "id": "Current Load", "displayName": "Current Load", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "number", "readOnly": false, "removed": false } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -6256, 288 ], "id": "e73a8d2c-bd8f-4cd7-a695-e9f329b7981e", "name": "Update Manager Status", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "sendTo": "={{ $('Lead Order Created').item.json.fields.Email }}", "subject": "=We received your inquiry - Brands Avenue Digital", "message": "=

Hi {{ $('Lead Order Created').item.json.fields.Name }},

\n\n

Thank you for reaching out to Brands Avenue Digital!

\n

We received your inquiry about {{ $('Lead Order Created').item.json.fields['Service Needed'] }} services.

\n\n

Next Steps:

\n
    \n
  • Our team member {{ $json.fields['Account Manager'] }} will review your details
    • \n
  • You'll receive a call or message within 24 hours
    • \n
  • We'll discuss your project needs and provide a custom quote
    • \n
\n\n\n

If you have any urgent questions, feel free to reach out directly.

\n\n

Best regards,
\nBrands Avenue Digital Team
\nLagos, Nigeria

", "options": { "appendAttribution": false } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ -6032, 192 ], "id": "504fc454-e122-48b0-9375-235e12c56d3f", "name": "Auto-Reply to Lead", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "sendTo": "={{ $json.fields.Email }}", "subject": "=New Lead Assigned:{{ $('Lead Order Created').item.json.fields.Name }}", "message": "=

{{ $('Lead Order Created').item.json.fields.Name }} just submitted a lead form.

\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
Contact:{{ $('Lead Order Created').item.json.fields.Name }}
Phone:{{ $('Lead Order Created').item.json.fields['Phone number'] }}
Email:{{ $('Lead Order Created').item.json.fields.Email }}
Service:{{ $('Lead Order Created').item.json.fields['Service Needed'] }}
\n\n

ACTION REQUIRED: Contact within 24 hours!

\n

View in Airtable

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We've prepared a proposal for \u20a6{{ $json['Proposal Amount'] }}.\n\nProposal Details:\n- Amount: \u20a6{{ $json['Proposal Amount'] }}\n- Date Sent: {{ $json['Follow-up Date'] }}\n- Expected Closing: {{ $json['Expected Close Date'] }}\n\nWe'll follow up with you in the next few days. If you have any questions, feel free to reach out!\n\nBest regards,\n{{ $json['Assigned To'] }}", "options": { "appendAttribution": false } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ -4176, -192 ], "id": "672ce8b6-401c-418a-bf43-ec633d7601ee", "name": "Send Proposal to Client", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "sendTo": "example@email.com", "subject": "New Proposal Sent - Invoice Prep Required", "emailType": "text", "message": "=Hi Finance Team,\n\nA new proposal has been sent. 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$json['Service Interested'] }}", "Duration": "={{ $json.Duration }}", "Status": "Active" }, "matchingColumns": [], "schema": [ { "id": "Project Name", "displayName": "Project Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Client", "displayName": "Client", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Service", "displayName": "Service", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Start Date", "displayName": "Start Date", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "dateTime", "readOnly": false, "removed": true }, { "id": "Duration", "displayName": "Duration", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Budget", "displayName": "Budget", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "number", "readOnly": false, "removed": false }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "Active", "value": "Active" }, { "name": "Completed", "value": "Completed" } ], "readOnly": false, "removed": false } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -4304, 304 ], "id": "20a8e80a-be10-4094-a144-9ac18606434d", "name": "Create Project Record", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "sendTo": "={{ $('Has Workflow Triggered?1').item.json.Email }}", "subject": "=\ud83c\udf89 Welcome Aboard,{{ $('Has Workflow Triggered?1').item.json.Name }} !", "emailType": "text", "message": "=Hi{{ $json.fields.Client }} ,\n\n\ud83c\udf89 Congratulations! We're thrilled to officially welcome TechStart Nigeria to our agency family!\n\n\nWhat Happens Next?\n1. Our Project Manager will reach out within 24 hours\n2. You'll meet your dedicated team \n3. We'll schedule a kickoff call to align on goals\n\nIf you have any questions before we begin, feel free to reach out.\n\nLooking forward to an amazing partnership!\n\nBest regards,\n{{ $('Has Workflow Triggered?1').item.json['Assigned To'] }} & The Team", "options": { "appendAttribution": false } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ -4080, 304 ], "id": "3bc09904-3a2b-40d5-ac86-7c835f52d3d9", "name": "Send Congratulations", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "sendTo": "example@email.com", "subject": "=\ud83d\ude80 New Project Alert: {{ $('Has Workflow Triggered?1').item.json.Name }}", "emailType": "text", "message": "=Hi,\n\nGreat news! 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