Marth - Business Automation This workflow corresponds to n8n.io template #6564 — we link there as the canonical source.
This workflow follows the Google Drive → Google Sheets recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"id": "DmeYocUMLd2GidjA",
"name": "Automated Loan Agency CRM Workflow",
"tags": [],
"nodes": [
{
"id": "89258a0e-d884-4904-9d90-c16ca02a6a33",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
0,
0
],
"parameters": {},
"typeVersion": 2
},
{
"id": "69e8ccc5-83b2-46d5-b549-7c09d896462c",
"name": "Data Cleansing & Duplicates",
"type": "n8n-nodes-base.code",
"position": [
208,
0
],
"parameters": {},
"typeVersion": 2
},
{
"id": "45fba5ea-b903-41b0-bded-8f94e93dbdc5",
"name": "Auto-Assign Agent",
"type": "n8n-nodes-base.code",
"position": [
416,
0
],
"parameters": {},
"typeVersion": 2
},
{
"id": "4972f43b-f5bd-46b0-a3b0-1ce2b5c8bdb7",
"name": "Store Data",
"type": "n8n-nodes-base.googleSheets",
"position": [
624,
0
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "bb9f7707-10ad-4cce-9d64-1d640eec87c1",
"name": "Send Notifications",
"type": "n8n-nodes-base.twilio",
"position": [
832,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "89ff9c35-cb8b-4c8d-b5cb-e4d8cca828eb",
"name": "Webhook1",
"type": "n8n-nodes-base.webhook",
"position": [
0,
336
],
"parameters": {},
"typeVersion": 2
},
{
"id": "679ea89a-4d27-4229-af09-a00194b2b95c",
"name": "Update Status",
"type": "n8n-nodes-base.googleSheets",
"position": [
208,
336
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "ed81111d-5780-49dc-a2b2-ba5d50ec79d8",
"name": "Document Management",
"type": "n8n-nodes-base.googleDrive",
"position": [
416,
336
],
"parameters": {},
"typeVersion": 3
},
{
"id": "7d622673-2dc8-472a-9a65-22de7e7b383a",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
272
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "e0f85838-4bad-4544-a7b3-57710d5c0dcd",
"name": " New Lead Intake & Assignment",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-80
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "5cf9ea36-70f3-4ab1-8ffb-7022bab56eb4",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-880,
-80
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "24d03e3f-c089-4e1b-96f8-dc3f494476eb",
"connections": {
"Webhook": {
"main": [
[
{
"node": "Data Cleansing & Duplicates",
"type": "main",
"index": 0
}
]
]
},
"Webhook1": {
"main": [
[
{
"node": "Update Status",
"type": "main",
"index": 0
}
]
]
},
"Store Data": {
"main": [
[
{
"node": "Send Notifications",
"type": "main",
"index": 0
}
]
]
},
"Update Status": {
"main": [
[
{
"node": "Document Management",
"type": "main",
"index": 0
}
]
]
},
"Auto-Assign Agent": {
"main": [
[
{
"node": "Store Data",
"type": "main",
"index": 0
}
]
]
},
"Data Cleansing & Duplicates": {
"main": [
[
{
"node": "Auto-Assign Agent",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
Setting up this powerful CRM system is a straightforward process that connects your lead sources, your database, and your communication channels. The core steps involve preparing your database, importing the workflow, and then customizing the nodes to match your business rules.…
Source: https://n8n.io/workflows/6564/ — original creator credit. Request a take-down →
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