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CRM Lead Operations Summary

CRM Lead Operations Summary. Uses gmail. Webhook trigger; 5 nodes.

Webhook trigger★★☆☆☆ complexity5 nodesGmail
Marketing & Ads Trigger: Webhook Nodes: 5 Complexity: ★★☆☆☆ Added:

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 →

Download .json
{
  "name": "CRM Lead Operations Summary",
  "nodes": [
    {
      "parameters": {
        "httpMethod": "POST",
        "path": "REDACTED_WEBHOOK_PATH",
        "responseMode": "onReceived",
        "options": {}
      },
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 2.1,
      "position": [
        0,
        0
      ],
      "id": "REDACTED_NODE_ID_WEBHOOK",
      "name": "Webhook"
    },
    {
      "parameters": {
        "rules": {
          "values": [
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "leftValue": "={{ $json.body.event }}",
                    "rightValue": "crm_lead_operations_summary",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "id": "REDACTED_CONDITION_ID_1"
                  }
                ],
                "combinator": "and"
              }
            },
            {
              "conditions": {
                "options": {
                  "caseSensitive": true,
                  "leftValue": "",
                  "typeValidation": "strict",
                  "version": 3
                },
                "conditions": [
                  {
                    "id": "REDACTED_CONDITION_ID_2",
                    "leftValue": "={{ $json.body.event }}",
                    "rightValue": "high_priority_lead_alert",
                    "operator": {
                      "type": "string",
                      "operation": "equals",
                      "name": "filter.operator.equals"
                    }
                  }
                ],
                "combinator": "and"
              }
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.switch",
      "typeVersion": 3.4,
      "position": [
        208,
        0
      ],
      "id": "REDACTED_NODE_ID_SWITCH",
      "name": "Switch"
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "REDACTED_ASSIGNMENT_ID_1",
              "name": "message",
              "value": "={{ `CRM Lead Operations Summary\n\nTotal Leads: ${$json.body.lead_summary.total_leads}\nHot Leads: ${$json.body.lead_summary.hot_leads}\nWarm Leads: ${$json.body.lead_summary.warm_leads}\nCold Leads: ${$json.body.lead_summary.cold_leads}\nAverage Lead Score: ${$json.body.lead_summary.average_lead_score}\n\nPending Follow-Ups: ${$json.body.follow_up_summary.pending_tasks}\nOverdue Follow-Ups: ${$json.body.follow_up_summary.overdue_tasks}\nDue Today: ${$json.body.follow_up_summary.due_today_tasks}\n\nGenerated At: ${$json.body.generated_at}` }}",
              "type": "string"
            },
            {
              "id": "REDACTED_ASSIGNMENT_ID_2",
              "name": "subject",
              "value": "CRM Lead Operations Summary",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        416,
        -96
      ],
      "id": "REDACTED_NODE_ID_FORMAT_OPERATIONS",
      "name": "Format Operations Summary"
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "REDACTED_ASSIGNMENT_ID_3",
              "name": "message",
              "value": "={{ `High-Priority Lead Alert\n\nTotal Immediate Leads: ${$json.body.total_high_priority_leads}\n\nMessage: ${$json.body.message}\n\nGenerated At: ${$json.body.generated_at}` }}",
              "type": "string"
            },
            {
              "id": "REDACTED_ASSIGNMENT_ID_4",
              "name": "subject",
              "value": "High-Priority Lead Alert",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        416,
        112
      ],
      "id": "REDACTED_NODE_ID_FORMAT_ALERT",
      "name": "Format High Priority Alert"
    },
    {
      "parameters": {
        "sendTo": "recipient@example.com",
        "subject": "={{ $json.subject }}",
        "emailType": "text",
        "message": "={{ $json.message }}",
        "options": {}
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.2,
      "position": [
        688,
        32
      ],
      "id": "REDACTED_NODE_ID_SEND_EMAIL",
      "name": "Send a message",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    }
  ],
  "connections": {
    "Webhook": {
      "main": [
        [
          {
            "node": "Switch",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Switch": {
      "main": [
        [
          {
            "node": "Format Operations Summary",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Format High Priority Alert",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Format Operations Summary": {
      "main": [
        [
          {
            "node": "Send a message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Format High Priority Alert": {
      "main": [
        [
          {
            "node": "Send a message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1",
    "binaryMode": "separate",
    "availableInMCP": false
  },
  "versionId": "REDACTED_VERSION_ID",
  "meta": {
    "templateCredsSetupCompleted": false
  },
  "nodeGroups": [],
  "id": "REDACTED_WORKFLOW_ID",
  "tags": []
}

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About this workflow

CRM Lead Operations Summary. Uses gmail. Webhook trigger; 5 nodes.

Source: https://github.com/MattJerson/Smart-CRM-Lead-Intelligence/blob/main/n8n/workflows/crm-lead-operations-notification.json.json — original creator credit. Request a take-down →

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