Rahul Joshi This workflow corresponds to n8n.io template #9310 — we link there as the canonical source.
This workflow follows the Agent → Emailsend recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "W0utewh3hTxeQJ63",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Automate Lead Qualification & Routing with GPT-4o-mini, Google Sheets & HighLevel CRM",
"tags": [],
"nodes": [
{
"id": "f21bba3e-5268-4569-aa3f-586879c7c701",
"name": "Sticky Note - Main Overview",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1888,
656
],
"parameters": {
"color": 4,
"width": 380,
"height": 880,
"content": "## AI-Powered Lead Qualification & Routing\n\nThis workflow automatically scores, categorizes, and routes new leads from Google Sheets using GPT-4o-mini, then syncs them to HighLevel CRM.\n\n## How it works\n\n1. **Trigger**: New lead submitted via Google Form \u2192 Google Sheets\n2. **AI Analysis**: GPT-4o-mini evaluates the lead based on opportunity value, stage, and company info, assigning a qualification score (0-100)\n3. **Categorization**: Leads are tagged as Hot (70+), Warm (40-69), or Cold (<40)\n4. **Storage**: Qualified lead data saved to tracking sheet\n5. **CRM Sync**: Contact automatically created/updated in HighLevel\n6. **Notification**: Sales rep receives email with lead details and AI-generated action items\n\n## Setup steps\n\n1. **Google Sheets**: Connect your account and select the form response sheet. Required columns: Lead Name, Lead email, Lead Contact No., Company Name, Opportunity Value, Stage of Lead\n2. **Azure OpenAI**: Add credentials (API endpoint, key, and GPT-4o-mini deployment name)\n3. **HighLevel CRM**: Connect your GoHighLevel account\n4. **Email**: Configure SMTP settings and update sender/recipient addresses in the \"Send Email to Sales Rep\" node\n5. **Activate**: Turn on the workflow to start processing leads automatically"
},
"typeVersion": 1
},
{
"id": "45fc67ec-cd6e-4a8c-960f-2c261d66a110",
"name": "Sticky Note - AI Section",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1392,
624
],
"parameters": {
"color": 7,
"width": 392,
"height": 240,
"content": "## AI Qualification\n\nGPT-4o-mini analyzes lead data using a scoring rubric: opportunity value (+30), lead stage (+25), company info (+20), complete contact (+15), professional email (+10). Returns structured JSON with score, priority, and action items."
},
"typeVersion": 1
},
{
"id": "3231aff8-a7f9-453e-88a7-b6beab1781f0",
"name": "Sticky Note - Processing",
"type": "n8n-nodes-base.stickyNote",
"position": [
-864,
640
],
"parameters": {
"color": 7,
"width": 328,
"height": 240,
"content": "## Data Processing & Storage\n\nParses AI response, handles errors gracefully, then saves enriched lead data to Google Sheets for tracking and reporting."
},
"typeVersion": 1
},
{
"id": "889552de-d146-4887-b1ff-54b35cd6c0b7",
"name": "Sticky Note - Routing",
"type": "n8n-nodes-base.stickyNote",
"position": [
-416,
624
],
"parameters": {
"color": 7,
"width": 536,
"height": 240,
"content": "## Lead Routing\n\nCategorizes by score (Hot/Warm/Cold), syncs to HighLevel CRM, and emails sales rep with full context and next steps."
},
"typeVersion": 1
},
{
"id": "c4f43b9f-58de-4762-980d-071d11555fee",
"name": "Categorize Lead Priority1",
"type": "n8n-nodes-base.function",
"notes": "Assigns priority level based on qualification score:\n- Hot Lead: Score \u2265 70\n- Warm Lead: Score 40-69\n- Cold Lead: Score < 40",
"position": [
-400,
896
],
"parameters": {
"functionCode": "// Categorize leads based on AI qualification score\nconst score = $json[\"score\"];\nlet stage;\n\nif (score >= 70) {\n stage = \"Hot Lead\";\n} else if (score >= 40) {\n stage = \"Warm Lead\";\n} else {\n stage = \"Cold Lead\";\n}\n\nreturn [{ json: { ...$json, stage } }];"
},
"typeVersion": 1
},
{
"id": "24aad0d8-a091-4b8e-bb35-b361acda8486",
"name": "New Lead Form Submission1",
"type": "n8n-nodes-base.googleSheetsTrigger",
"notes": "\u26a0\ufe0f CONFIGURE: Connect your Google Sheets account and select the sheet containing form responses. Make sure your sheet has these columns:\n- Lead Name\n- Lead email\n- Lead Contact No.\n- Company Name\n- Opportunity Value\n- Stage of Lead",
"position": [
-1424,
896
],
"parameters": {
"event": "rowAdded",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "21c01f29-bd3d-49c6-8ff4-cb2313cecdbc",
"name": "AI Lead Qualification Agent1",
"type": "@n8n/n8n-nodes-langchain.agent",
"notes": "Uses Azure OpenAI (GPT-4o-mini) to analyze lead data and provide qualification scores and action items.",
"position": [
-1200,
896
],
"parameters": {
"text": "=Here is a new lead entry:\n\n[\n {\n \"Lead Name\": {{ $json[\"Lead Name\"] }},\n \"Lead email\": {{ $json[\"Lead email\"] }},\n \"Lead Contact No.\": {{ $json['Lead Contact No.'] }},\n \"Company Name\": {{ $json['Company Name'] }},\n \"Opportunity Value\": {{ $json['Opportunity Value'] }},\n \"Stage of Lead\": {{ $json['Stage of Lead'] }}\n }\n]\n\nPlease analyze this lead and provide:\n1. A qualification score (0-100)\n2. Priority level assessment\n3. Specific action items for sales follow-up\n\nFormat your response as JSON with these fields: score, priority, and action_items.",
"options": {
"systemMessage": "You are an AI sales assistant specialized in lead qualification. Your job is to analyze incoming lead data and assess the quality and potential of each lead.\n\nAnalysis Guidelines:\n- Evaluate based on Opportunity Value, Stage of Lead, and Company information\n- Assign a qualification score from 0-100 based on:\n * High opportunity value (>$10k): +30 points\n * Advanced stage (demo/negotiation): +25 points\n * Known/established company: +20 points\n * Complete contact information: +15 points\n * Professional email domain: +10 points\n\n- Provide practical action items based on lead stage:\n * \"approaching\" \u2192 Schedule discovery call, Send introductory email\n * \"demo\" \u2192 Prepare demo materials, Confirm meeting details\n * \"negotiation\" \u2192 Review pricing options, Prepare proposal\n * \"won\" \u2192 Initiate onboarding, Notify finance team\n * \"lost\" \u2192 Log feedback, Add to nurture campaign\n\nResponse Format:\n{\n \"score\": <number 0-100>,\n \"priority\": \"<High/Medium/Low>\",\n \"action_items\": \"<bulleted list of 2-3 action items>\"\n}"
},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "b5c42afa-29b5-4df4-b6ce-c00015f05114",
"name": "Azure OpenAI Model1",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"notes": "\u26a0\ufe0f CONFIGURE: Add your Azure OpenAI credentials here. You'll need:\n- Azure OpenAI API endpoint\n- API key\n- Deployment name for GPT-4o-mini",
"position": [
-1136,
1120
],
"parameters": {
"model": "gpt-4o-mini",
"options": {}
},
"credentials": {
"azureOpenAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "8d8f3510-0a98-411a-88b4-b8e10ae6332e",
"name": "Parse AI Response to JSON",
"type": "n8n-nodes-base.code",
"notes": "Extracts and structures the AI qualification data. Includes error handling for robust operation.",
"position": [
-848,
896
],
"parameters": {
"jsCode": "// Parse AI response and structure the data\nlet rawOutput = items[0].json.output;\n\n// Remove markdown code block formatting if present\nrawOutput = rawOutput.replace(/```json\\n?|\\n?```/g, '').trim();\n\n// Parse the JSON response\nlet parsed;\ntry {\n parsed = JSON.parse(rawOutput);\n} catch (error) {\n // If parsing fails, create a default structure\n console.error('Failed to parse AI response:', error.message);\n parsed = {\n score: 50,\n priority: 'Medium',\n action_items: 'Review lead manually and assign to sales rep'\n };\n}\n\n// Merge with original lead data\nconst leadData = items[0].json;\nconst result = {\n ...leadData,\n ...parsed,\n processedAt: new Date().toISOString()\n};\n\nreturn [{ json: result }];"
},
"typeVersion": 2
},
{
"id": "c034ae38-cfdf-4680-8674-d5f603d6c43b",
"name": "Save Lead to Status Sheet",
"type": "n8n-nodes-base.googleSheets",
"notes": "Saves qualified lead data to the Lead Status tracking sheet. Configure your Google Sheet document and sheet name here.",
"position": [
-624,
896
],
"parameters": {
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "04dda893-ccaa-482b-8e47-609f6d8f0176",
"name": "Add Contact to CRM",
"type": "n8n-nodes-base.highLevel",
"notes": "\u26a0\ufe0f CONFIGURE: Connect your HighLevel/GoHighLevel CRM account. The workflow will create or update contact records automatically.",
"position": [
-176,
896
],
"parameters": {
"email": "={{ $json[\"Lead email\"] }}",
"phone": "={{ $json[\"Lead Contact No.\"] }}",
"requestOptions": {},
"additionalFields": {
"lastName": "={{ $json[\"Lead Name\"].split(' ').slice(1).join(' ') }}",
"firstName": "={{ $json[\"Lead Name\"].split(' ')[0] }}"
}
},
"credentials": {
"highLevelOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "28ac9233-5576-491d-b719-f0c83661c2cc",
"name": "Send Email to Sales Rep",
"type": "n8n-nodes-base.emailSend",
"notes": "\u26a0\ufe0f CONFIGURE: Set your SMTP credentials and update the fromEmail and toEmail fields with your actual email addresses.",
"position": [
48,
896
],
"parameters": {
"text": "=You have been assigned a new lead:\n\nName: {{ $json[\"Lead Name\"] || 'N/A' }}\nEmail: {{ $json[\"Lead email\"] || 'N/A' }}\nCompany: {{ $json[\"Company Name\"] || 'N/A' }}\nPriority: {{ $('Categorize Lead Priority1').item.json.stage }}\nScore: {{ $json.score }}\n\nAction Items:\n{{ $json[\"Action items\"] || 'No action items provided' }}\n\nPlease follow up accordingly.",
"options": {},
"subject": "=New {{ $('Categorize Lead Priority1').item.json.stage }} Lead Assigned",
"toEmail": "={{ $json.salesRepEmail || 'sales-rep@example.com' }}",
"fromEmail": "={{ $json.senderEmail || 'sender@example.com' }}"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "62b41f04-5f7a-4615-8584-5ad6ce3daf4f",
"connections": {
"Add Contact to CRM": {
"main": [
[
{
"node": "Send Email to Sales Rep",
"type": "main",
"index": 0
}
]
]
},
"Azure OpenAI Model1": {
"ai_languageModel": [
[
{
"node": "AI Lead Qualification Agent1",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Categorize Lead Priority1": {
"main": [
[
{
"node": "Add Contact to CRM",
"type": "main",
"index": 0
}
]
]
},
"New Lead Form Submission1": {
"main": [
[
{
"node": "AI Lead Qualification Agent1",
"type": "main",
"index": 0
}
]
]
},
"Parse AI Response to JSON": {
"main": [
[
{
"node": "Save Lead to Status Sheet",
"type": "main",
"index": 0
}
]
]
},
"Save Lead to Status Sheet": {
"main": [
[
{
"node": "Categorize Lead Priority1",
"type": "main",
"index": 0
}
]
]
},
"AI Lead Qualification Agent1": {
"main": [
[
{
"node": "Parse AI Response to JSON",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
azureOpenAiApigoogleSheetsOAuth2ApigoogleSheetsTriggerOAuth2ApihighLevelOAuth2Apismtp
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About this workflow
Automatically qualify and route new leads from a Google Sheet into your CRM with AI-powered scoring and instant sales notifications. Turn raw form submissions into prioritized opportunities—effortlessly. ⚡ Monitors a Google Sheet for new form submissions. 📄 Uses Azure OpenAI…
Source: https://n8n.io/workflows/9310/ — original creator credit. Request a take-down →
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