Automate Service Package Recommendations with Google Workspace Sales…

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": "zeNxNNUlmqMS21UM",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Package Recommender with Sales Pipeline Tracking",
  "tags": [],
  "nodes": [
    {
      "id": "9e48feeb-9589-4a78-b10f-759698fb6b39",
      "name": "Package Inquiry Form",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        -16,
        32
      ],
      "parameters": {
        "options": {},
        "formTitle": "Find Your Perfect Package",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Full Name",
              "requiredField": true
            },
            {
              "fieldType": "email",
              "fieldLabel": "Email Address",
              "requiredField": true
            },
            {
              "fieldLabel": "Phone Number"
            },
            {
              "fieldType": "dropdown",
              "fieldLabel": "Budget Range",
              "fieldOptions": {
                "values": [
                  {
                    "option": "Under $3,000"
                  },
                  {
                    "option": "$3,000 - $6,000"
                  },
                  {
                    "option": "$6,000 - $10,000"
                  },
                  {
                    "option": "$10,000+"
                  }
                ]
              },
              "requiredField": true
            },
            {
              "fieldType": "dropdown",
              "fieldLabel": "Timeline",
              "fieldOptions": {
                "values": [
                  {
                    "option": "ASAP (1-2 weeks)"
                  },
                  {
                    "option": "This Month"
                  },
                  {
                    "option": "Next 1-3 Months"
                  },
                  {
                    "option": "Just Exploring"
                  }
                ]
              },
              "requiredField": true
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "Main Challenge",
              "requiredField": true
            }
          ]
        },
        "formDescription": "Tell us about your needs and we'll recommend the best solution for you"
      },
      "typeVersion": 2.2
    },
    {
      "id": "1a303fb7-39a5-4a8f-aa8d-3421ec8ad17c",
      "name": "Log Inquiry to Pipeline",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        208,
        32
      ],
      "parameters": {
        "columns": {
          "value": {
            "Name": "={{ $json['Full Name'] }}",
            "Email": "={{ $json['Email Address'] }}",
            "Phone": "={{ $json['Phone Number'] }}",
            "Budget": "={{ $json['Budget Range'] }}",
            "Status": "Inquiry Received",
            "Timeline": "={{ $json['Timeline'] }}",
            "Challenge": "={{ $json['Main Challenge'] }}",
            "Date Sent": "",
            "Timestamp": "={{ $now.format('yyyy-MM-dd HH:mm:ss') }}",
            "Package Price": "",
            "Follow-Up Date": "",
            "Package Recommended": ""
          },
          "mappingMode": "defineBelow"
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "name",
          "value": "Package Inquiries"
        },
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_GOOGLE_SHEET_ID"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "3941d96b-e2de-493d-ab11-aba546b1a2f8",
      "name": "Route by Budget",
      "type": "n8n-nodes-base.switch",
      "position": [
        432,
        16
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "Basic Package",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "585e85b1-ec33-4444-8534-b230cdada992",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json['Budget Range'] }}",
                    "rightValue": "Under $3,000"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Standard Package",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "2155e925-ad49-4c45-ac8c-6c23773dcdce",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json['Budget Range'] }}",
                    "rightValue": "$3,000 - $6,000"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Premium Package",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "or",
                "conditions": [
                  {
                    "id": "44e7e04e-ef5f-4f26-bd8b-4e1c4bf66df8",
                    "operator": {
                      "type": "string",
                      "operation": "contains"
                    },
                    "leftValue": "={{ $json['Budget Range'] }}",
                    "rightValue": "$6,000"
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.2
    },
    {
      "id": "9fcaaed8-ab10-4a08-8e1a-317b716d2ee8",
      "name": "Set Basic Package Details",
      "type": "n8n-nodes-base.set",
      "position": [
        784,
        -176
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "package-name",
              "name": "packageName",
              "type": "string",
              "value": "Basic Package"
            },
            {
              "id": "package-price",
              "name": "packagePrice",
              "type": "string",
              "value": "$1,500 - $2,995"
            },
            {
              "id": "package-features",
              "name": "packageFeatures",
              "type": "string",
              "value": "\u2022 Initial consultation & strategy session\n\u2022 Up to 3 custom automations\n\u2022 Basic integrations (Gmail, Google Sheets, Forms)\n\u2022 30 days of support\n\u2022 Video tutorials for your team"
            },
            {
              "id": "case-study",
              "name": "caseStudy",
              "type": "string",
              "value": "A local real estate agent automated their lead follow-up system and saved 15 hours per week with our Basic Package."
            },
            {
              "id": "booking-link",
              "name": "bookingLink",
              "type": "string",
              "value": "https://calendly.com/yourname/basic-package-call"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "32b27ff6-6637-4197-ad2e-e9e7f2924d13",
      "name": "Set Standard Package Details",
      "type": "n8n-nodes-base.set",
      "position": [
        784,
        32
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "package-name",
              "name": "packageName",
              "type": "string",
              "value": "Standard Package"
            },
            {
              "id": "package-price",
              "name": "packagePrice",
              "type": "string",
              "value": "$3,500 - $5,995"
            },
            {
              "id": "package-features",
              "name": "packageFeatures",
              "type": "string",
              "value": "\u2022 Everything in Basic, PLUS:\n\u2022 Up to 8 custom automations\n\u2022 Advanced integrations (CRM, Slack, APIs)\n\u2022 Multi-stage workflow sequences\n\u2022 60 days of priority support\n\u2022 Monthly optimization review"
            },
            {
              "id": "case-study",
              "name": "caseStudy",
              "type": "string",
              "value": "A marketing agency automated their entire client onboarding process and reduced manual work by 80% with our Standard Package."
            },
            {
              "id": "booking-link",
              "name": "bookingLink",
              "type": "string",
              "value": "https://calendly.com/yourname/standard-package-call"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "f69dfe7a-a5c2-48a2-a1e1-3ac641767b17",
      "name": "Set Premium Package Details",
      "type": "n8n-nodes-base.set",
      "position": [
        784,
        256
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "package-name",
              "name": "packageName",
              "type": "string",
              "value": "Premium Package"
            },
            {
              "id": "package-price",
              "name": "packagePrice",
              "type": "string",
              "value": "$6,500 - $12,000"
            },
            {
              "id": "package-features",
              "name": "packageFeatures",
              "type": "string",
              "value": "\u2022 Everything in Standard, PLUS:\n\u2022 Unlimited automations\n\u2022 Enterprise integrations & custom APIs\n\u2022 AI-powered workflows (ChatGPT, Claude)\n\u2022 Dedicated automation strategist\n\u2022 90 days of VIP support\n\u2022 Quarterly strategy & optimization sessions"
            },
            {
              "id": "case-study",
              "name": "caseStudy",
              "type": "string",
              "value": "A SaaS company automated their entire sales pipeline from lead capture to onboarding and increased conversion rates by 45% with our Premium Package."
            },
            {
              "id": "booking-link",
              "name": "bookingLink",
              "type": "string",
              "value": "https://calendly.com/yourname/premium-package-call"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "e07455ec-2801-47cc-800a-835c19abbe4e",
      "name": "Send Package Recommendation",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1200,
        32
      ],
      "parameters": {
        "sendTo": "={{ $('Package Inquiry Form').item.json['Email Address'] }}",
        "message": "=<div style=\"font-family: Arial, sans-serif; max-width: 600px; margin: 0 auto;\">\n\n<h1 style=\"color: #2c3e50;\">Hi {{ $('Package Inquiry Form').item.json['Full Name'].split(' ')[0] }}! \ud83d\udc4b</h1>\n\n<p>Based on your budget of <strong>{{ $('Package Inquiry Form').item.json['Budget Range'] }}</strong> and your timeline (<strong>{{ $('Package Inquiry Form').item.json['Timeline'] }}</strong>), here's our recommendation:</p>\n\n<div style=\"background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); color: white; padding: 30px; border-radius: 10px; margin: 20px 0;\">\n<h2 style=\"margin: 0 0 10px 0; color: white;\">{{ $json.packageName }}</h2>\n<p style=\"font-size: 24px; font-weight: bold; margin: 0;\">{{ $json.packagePrice }}</p>\n</div>\n\n<h3 style=\"color: #2c3e50;\">What's Included:</h3>\n<div style=\"background-color: #f8f9fa; padding: 20px; border-radius: 5px; white-space: pre-line;\">\n{{ $json.packageFeatures }}\n</div>\n\n<h3 style=\"color: #2c3e50; margin-top: 30px;\">Real Results:</h3>\n<p style=\"background-color: #e8f5e9; padding: 15px; border-left: 4px solid #4caf50; font-style: italic;\">{{ $json.caseStudy }}</p>\n\n<h3 style=\"color: #2c3e50;\">Your Challenge:</h3>\n<p style=\"background-color: #fff3cd; padding: 15px; border-left: 4px solid #ffc107;\">{{ $('Package Inquiry Form').item.json['Main Challenge'] }}</p>\n\n<p><strong>This package is specifically designed to address challenges like yours.</strong> Let's talk about how we can customize it to fit your exact needs.</p>\n\n<div style=\"text-align: center; margin: 40px 0;\">\n<a href=\"{{ $json.bookingLink }}\" style=\"background-color: #4CAF50; color: white; padding: 15px 40px; text-decoration: none; border-radius: 5px; font-size: 18px; font-weight: bold; display: inline-block;\">Book Your Free Strategy Call \u2192</a>\n</div>\n\n<p style=\"color: #666; font-size: 14px;\">No sales pitch. No obligation. Just a genuine conversation about whether we're the right fit for each other.</p>\n\n<hr style=\"border: none; border-top: 1px solid #eee; margin: 30px 0;\">\n\n<p style=\"font-size: 13px; color: #999;\">Questions? Just reply to this email - I read and respond to every message personally.</p>\n\n<p>Looking forward to connecting,<br><strong>Your Name</strong><br>Automation Specialist</p>\n\n</div>",
        "options": {},
        "subject": "Your Personalized Package: {{ $json.packageName }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "7d725aff-b967-4b1f-8044-8f8b87ad74e7",
      "name": "Update Pipeline Status",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1488,
        32
      ],
      "parameters": {
        "columns": {
          "value": {
            "Email": "={{ $('Package Inquiry Form').item.json['Email Address'] }}",
            "Status": "Package Sent",
            "Date Sent": "={{ $now.format('yyyy-MM-dd') }}",
            "Package Price": "={{ $json.packagePrice }}",
            "Follow-Up Date": "={{ $now.plus({ days: 3 }).format('yyyy-MM-dd') }}",
            "Package Recommended": "={{ $json.packageName }}"
          },
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Email"
          ]
        },
        "options": {},
        "operation": "update",
        "sheetName": {
          "__rl": true,
          "mode": "name",
          "value": "Package Inquiries"
        },
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_GOOGLE_SHEET_ID"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "af578034-3975-4116-a15f-bccf3a24e732",
      "name": "Schedule Follow-Up Reminder",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        1744,
        32
      ],
      "parameters": {
        "end": "={{ $now.plus({ days: 3 }).format('yyyy-MM-dd') }}T10:30:00",
        "start": "={{ $now.plus({ days: 3 }).format('yyyy-MM-dd') }}T10:00:00",
        "calendar": {
          "__rl": true,
          "mode": "list",
          "value": "primary",
          "cachedResultName": "primary"
        },
        "additionalFields": {}
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "57f5bb11-5cee-4048-a89b-4599a4e946fd",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -656,
        -528
      ],
      "parameters": {
        "color": 6,
        "width": 560,
        "height": 1232,
        "content": "# \ud83d\udcb0 Package Recommender with Sales Pipeline Tracking\n\n## What It Does\nAutomatically recommends the right service package based on budget, sends beautifully formatted proposal emails with case studies, logs everything to a sales pipeline tracker, and schedules your follow-up reminders. Converts inquiries into booked calls without manual proposal writing.\n\n## How It Works\n1. **Form Trigger** \u2192 Lead submits budget and challenge details\n2. **Log to Pipeline** \u2192 All inquiry data saved to tracking sheet\n3. **Budget Router** \u2192 Directs to Basic ($0-3K), Standard ($3-6K), or Premium ($6K+)\n4. **Set Package Variables** \u2192 Loads appropriate features, pricing, case study\n5. **Send Proposal Email** \u2192 Gorgeous HTML email with personalized package details\n6. **Update Pipeline** \u2192 Marks \"Package Sent\" and sets follow-up date (+3 days)\n7. **Calendar Reminder** \u2192 Creates event in 3 days reminding you to follow up\n\n---\n\n## \ud83d\ude80 SETUP INSTRUCTIONS\n\n### Step 1: Create Sales Pipeline Sheet\n- Create Google Sheet with tab \"Package Inquiries\"\n- Add columns: `Timestamp | Name | Email | Phone | Budget | Timeline | Challenge | Package Recommended | Package Price | Status | Date Sent | Follow-Up Date`\n- Update `YOUR_GOOGLE_SHEET_ID` in nodes 2, 7, and calendar description\n\n### Step 2: Customize Package Details\n- Edit nodes 4, 5, 6 (Set Package Details nodes)\n- Update pricing, features, and case studies for your services\n- Replace booking links with your actual Calendly/scheduling URLs\n- Adjust package names if needed\n\n### Step 3: Configure Email Template\n- Edit node 7 email design/branding\n- Update \"Your Name\" and signature\n- Customize colors (currently: purple gradient, green CTA)\n- Test email rendering across devices\n\n### Step 4: Setup Calendar Integration\n- Add Google Calendar OAuth2 credentials\n- Verify follow-up timing (currently +3 days)\n- Customize reminder description with your workflow\n- Update Google Sheet link in calendar event"
      },
      "typeVersion": 1
    },
    {
      "id": "107b39c6-9d06-44ac-98ec-491ec20dad29",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        -336
      ],
      "parameters": {
        "color": 4,
        "width": 464,
        "height": 832,
        "content": "## Step 1: Capture And Log Inquiry\nPurpose: Collect package inquiries via form and store them in the sales pipeline sheet."
      },
      "typeVersion": 1
    },
    {
      "id": "3a9699ff-dddd-4f6d-9030-1f5d1258982e",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        400,
        -336
      ],
      "parameters": {
        "color": 5,
        "width": 656,
        "height": 832,
        "content": "## Step 2: Segment Lead And Set Package Details\nPurpose: Route each lead by budget and attach the matching package name, price, and feature set."
      },
      "typeVersion": 1
    },
    {
      "id": "448f0f21-cd48-4de7-b1fb-af6c779e68a7",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1072,
        -336
      ],
      "parameters": {
        "color": 4,
        "width": 336,
        "height": 832,
        "content": "## Step 3: Send Personalized Package Recommendation\nPurpose: Email the lead a tailored package offer based on their budget, timeline, and challenge.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "e5c84d22-d107-447d-ad02-2884eeaed6dd",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1424,
        -336
      ],
      "parameters": {
        "color": 5,
        "width": 496,
        "height": 832,
        "content": "## Step 4: Update Pipeline And Schedule Follow Up\nPurpose: Record the package status and dates in the sheet, then create a calendar reminder to follow up.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "25b0ad28-393d-4842-b482-a76692b71205",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1936,
        -528
      ],
      "parameters": {
        "color": 6,
        "width": 448,
        "height": 1232,
        "content": "## \ud83d\udd27 Customization Options\n\n- **Add More Packages**: Add another Switch output and Set node for custom tier\n- **Different Follow-Up Timing**: Change `plus({ days: 3 })` in nodes 7 and 8\n- **Budget Ranges**: Modify Switch conditions in node 3 to match your pricing\n- **Include Attachments**: Add PDF proposals using HTTP Request + attachment option\n- **Multi-Stage Follow-Up**: Connect to Workflow 3 (Daily Follow-Up System)\n\n---\n\n## \ud83d\udea8 Troubleshooting\n\n- **Wrong package sent**: Verify budget values in form exactly match Switch conditions\n- **Calendar not creating**: Check OAuth permissions and calendar selection (primary vs specific)\n- **Email formatting broken**: Test HTML in email preview tool (e.g., Litmus, Email on Acid)\n- **Sheet not updating**: Confirm Email column used as matching key and exists in both operations\n- **No reminder appearing**: Verify calendar event time is in future and notifications enabled\n\n---\n\n## \ud83d\udca1 Enhancement Ideas\n\n- Add Stripe payment links directly in package email\n- Track email opens using tracking pixels\n- Send SMS notification when high-value inquiry comes in\n- Create separate sequences for different industries/niches\n- Add \"Fast Action Bonus\" discount for immediate bookings\n- Integrate with CRM (HubSpot, Pipedrive) for advanced pipeline management\n- Generate PDF proposal documents automatically"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "2ed3d528-bed4-4467-97f9-9f8062537de2",
  "connections": {
    "Route by Budget": {
      "main": [
        [
          {
            "node": "Set Basic Package Details",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Set Standard Package Details",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Set Premium Package Details",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Package Inquiry Form": {
      "main": [
        [
          {
            "node": "Log Inquiry to Pipeline",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Update Pipeline Status": {
      "main": [
        [
          {
            "node": "Schedule Follow-Up Reminder",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Log Inquiry to Pipeline": {
      "main": [
        [
          {
            "node": "Route by Budget",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Basic Package Details": {
      "main": [
        [
          {
            "node": "Send Package Recommendation",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Package Recommendation": {
      "main": [
        [
          {
            "node": "Update Pipeline Status",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Premium Package Details": {
      "main": [
        [
          {
            "node": "Send Package Recommendation",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Standard Package Details": {
      "main": [
        [
          {
            "node": "Send Package Recommendation",
            "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.

• gmailOAuth2
• googleCalendarOAuth2Api
• googleSheetsOAuth2Api

About this workflow

Automatically recommends the right service package based on budget, sends beautifully formatted proposal emails with case studies, logs everything to a sales pipeline tracker, and schedules your follow-up reminders. Converts inquiries into booked calls without manual proposal…

Source: https://n8n.io/workflows/10699/ — original creator credit. Request a take-down →

More Email & Gmail workflows → · Browse all categories →

Related workflows

Workflows that share integrations, category, or trigger type with this one. All free to copy and import.