AutomationFlowsData & Sheets › PerfexCRM Lead Capture to Google Sheets

PerfexCRM Lead Capture to Google Sheets

Original n8n title: Perfexcrm

PerfexCRM. Uses httpRequest, googleSheets, executeWorkflowTrigger. Event-driven trigger; 9 nodes.

Event trigger★★★★☆ complexity9 nodesHTTP RequestGoogle SheetsExecute Workflow Trigger
Data & Sheets Trigger: Event Nodes: 9 Complexity: ★★★★☆ Added:

This workflow follows the Execute Workflow Trigger → Google Sheets 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 →

Download .json
{
  "name": "PerfexCRM",
  "nodes": [
    {
      "parameters": {
        "method": "POST",
        "url": "={{ $('Coloque Informa\u00e7\u00f5es').item.json[\"Url Perfex\"] }}/api/leads",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "=authtoken",
              "value": "={{ $('Coloque Informa\u00e7\u00f5es').item.json[\"Token Perfex\"] }}"
            }
          ]
        },
        "sendBody": true,
        "contentType": "form-urlencoded",
        "bodyParameters": {
          "parameters": [
            {
              "name": "source",
              "value": "1"
            },
            {
              "name": "status",
              "value": "1"
            },
            {
              "name": "name",
              "value": "={{ $('Coloque Informa\u00e7\u00f5es').item.json[\"Nome\"] }}"
            },
            {
              "name": "phonenumber",
              "value": "={{ $('Coloque Informa\u00e7\u00f5es').item.json[\"Numero de Telefone\"] }}"
            }
          ]
        },
        "options": {}
      },
      "id": "ad6ec2f2-e5bc-4b17-b78c-97341585ada0",
      "name": "HTTP Request",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 3,
      "position": [
        960,
        900
      ],
      "alwaysOutputData": true,
      "continueOnFail": true
    },
    {
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $('Coloque Informa\u00e7\u00f5es').item.json['Numero de Telefone'] }}",
              "value2": "={{ $json.phonenumber }}"
            }
          ]
        }
      },
      "id": "e53f528a-d007-4692-a3ce-e7ae82accf5e",
      "name": "IF",
      "type": "n8n-nodes-base.if",
      "typeVersion": 1,
      "position": [
        680,
        780
      ]
    },
    {
      "parameters": {},
      "id": "a8496905-383a-4ab5-964b-ce88f30757ee",
      "name": "No Operation, do nothing",
      "type": "n8n-nodes-base.noOp",
      "typeVersion": 1,
      "position": [
        960,
        600
      ]
    },
    {
      "parameters": {
        "url": "={{ $json['Url Perfex'] }}/api/leads/search/{{ $json.Numero }}",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "authtoken",
              "value": "={{ $json['Token Perfex'] }}"
            }
          ]
        },
        "options": {}
      },
      "id": "6c8192ad-ce50-49be-ace7-9b527e73d961",
      "name": "Captura",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 3,
      "position": [
        440,
        780
      ],
      "continueOnFail": true
    },
    {
      "parameters": {
        "keepOnlySet": true,
        "values": {
          "string": [
            {
              "name": "Url Perfex",
              "value": "={{ $json['Url Perfex'] }}"
            },
            {
              "name": "Token Perfex",
              "value": "={{ $json.Token }}"
            },
            {
              "name": "Nome",
              "value": "={{ $('Webhook').item.json.body.name }}"
            }
          ],
          "number": [
            {
              "name": "Numero de Telefone",
              "value": "={{ $('Webhook').item.json.body.identifier }}"
            }
          ]
        },
        "options": {}
      },
      "id": "49e5422a-3210-40ae-847a-b1ec70f3a199",
      "name": "Coloque Informa\u00e7\u00f5es",
      "type": "n8n-nodes-base.set",
      "typeVersion": 2,
      "position": [
        0,
        780
      ]
    },
    {
      "parameters": {
        "values": {
          "string": [
            {
              "name": "Numero",
              "value": "={{ $json['Numero de Telefone'].replace(/[\\D]/gi, \"\").replace(/^55/, \"\")}}"
            }
          ]
        },
        "options": {}
      },
      "id": "da7935e2-634f-41fc-bbad-d106b0ef5664",
      "name": "Ajusta numero de Telefone",
      "type": "n8n-nodes-base.set",
      "typeVersion": 2,
      "position": [
        220,
        780
      ]
    },
    {
      "parameters": {
        "documentId": {
          "__rl": true,
          "value": "ID_PLANILHA-G-SHEETS",
          "mode": "id"
        },
        "sheetName": {
          "__rl": true,
          "value": 1491532339,
          "mode": "list",
          "cachedResultName": "PERFEXCRM",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/ID_PLANILHA-G-SHEETS/edit#gid=1491532339"
        },
        "filtersUI": {
          "values": [
            {
              "lookupColumn": "Conta",
              "lookupValue": "={{ $json.body.account.id }}"
            }
          ]
        },
        "options": {}
      },
      "id": "3241bfdd-2d70-4257-aa3f-608c75a0e10e",
      "name": "Verifica Usuario",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 3,
      "position": [
        -460,
        800
      ],
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "conditions": {
          "number": [
            {
              "value1": "={{ $json.Conta }}",
              "operation": "equal",
              "value2": "={{ $('Webhook').item.json.body.account.id }}"
            }
          ]
        }
      },
      "id": "470358a1-e1a0-4bf2-940b-9a8dff8fec24",
      "name": "IF1",
      "type": "n8n-nodes-base.if",
      "typeVersion": 1,
      "position": [
        -240,
        800
      ]
    },
    {
      "parameters": {},
      "id": "21c28f34-bc32-4b1e-b9d7-85c86cd8c752",
      "name": "Get To AjustaContato",
      "type": "n8n-nodes-base.executeWorkflowTrigger",
      "typeVersion": 1,
      "position": [
        -660,
        800
      ]
    }
  ],
  "connections": {
    "IF": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "HTTP Request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Coloque Informa\u00e7\u00f5es": {
      "main": [
        [
          {
            "node": "Ajusta numero de Telefone",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Captura": {
      "main": [
        [
          {
            "node": "IF",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Ajusta numero de Telefone": {
      "main": [
        [
          {
            "node": "Captura",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Verifica Usuario": {
      "main": [
        [
          {
            "node": "IF1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "IF1": {
      "main": [
        [
          {
            "node": "Coloque Informa\u00e7\u00f5es",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get To AjustaContato": {
      "main": [
        [
          {
            "node": "Verifica Usuario",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {},
  "versionId": "e13d0288-aec7-483c-b29f-07be6d2c3f82",
  "id": "1022",
  "tags": [
    {
      "createdAt": "2023-07-28T22:09:42.733Z",
      "updatedAt": "2023-07-28T22:09:42.733Z",
      "id": "2",
      "name": "CHATWOOT"
    },
    {
      "createdAt": "2023-07-29T07:22:53.190Z",
      "updatedAt": "2023-08-09T12:27:48.849Z",
      "id": "5",
      "name": "cwmkt"
    }
  ]
}

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About this workflow

PerfexCRM. Uses httpRequest, googleSheets, executeWorkflowTrigger. Event-driven trigger; 9 nodes.

Source: https://github.com/comunidadehubconnect/perfex/blob/7ae7a94109efde8fcb9eec2b5d4c53e84423230f/workflows/PerfexCRM.json — original creator credit. Request a take-down →

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