Track Marketing Channel Performance with HighLevel, Google Sheets, and Slack

Description: Discover which marketing channels actually convert with this n8n automation template. The workflow fetches all opportunities from HighLevel (GHL), filters for โ€œClosed Wonโ€ deals, computes lead-to-sale conversion metrics per source, and sends a summary report to Slack while logging raw data into Google Sheets for ongoing analysis. Perfect for marketing teams, growth analysts, and sales managers who want to reduce wasted ad spend and double down on sources that deliver real ROI.

โœ… What This Template Does (Step-by-Step) โšก Manual or Scheduled Trigger Run the workflow manually for instant analysis or automate it daily/weekly with a schedule trigger. ๐Ÿ“ฅ Fetch All Opportunities from HighLevel Pulls every deal record from your GHL CRM, including status, amount, and lead source fields. ๐Ÿ” Filter for Closed-Won Deals Separates deals by outcome โ€” only โ€œWonโ€ deals are used for conversion tracking, while others trigger Slack alerts for team review. ๐Ÿ“Š Log Won Deals to Google Sheets Saves every successful dealโ€™s details into a structured Google Sheet for long-term performance tracking. ๐Ÿงฎ Calculate Lead Source Metrics Aggregates results by lead source, calculating total deals, conversion rate, and total revenue per source automatically. ๐Ÿ“ข Send Slack Summary Report Posts a neat summary of conversion metrics to a dedicated Slack channel like #lead-source-report, ensuring visibility for the marketing and sales teams. ๐Ÿ”” Alert for Lost/Pending Deals Non-won opportunities are flagged and shared with the team via Slack for timely follow-ups.

##๐Ÿง  Key Features ๐Ÿ“Š Automated lead source performance tracking ๐Ÿ’ฌ Slack alerts for both success and loss updates ๐Ÿ“ˆ Real-time conversion and ROI visibility โš™๏ธ Seamless GHL + Google Sheets + Slack integration ๐Ÿ” Ready to run on-demand or on schedule

๐Ÿ’ผ Use Cases ๐Ÿ’ก Measure campaign ROI across channels ๐ŸŽฏ Identify top-performing ad platforms ๐Ÿ“ข Send weekly sales source reports to marketing ๐Ÿ’ฐ Optimize budget allocation using data-driven insights

๐Ÿ“ฆ Required Integrations HighLevel (GHL) โ€“ for opportunity data retrieval Google Sheets โ€“ for storing and visualizing deal data Slack โ€“ for team notifications and reports

๐ŸŽฏ Why Use This Template? โœ… Saves hours of manual reporting work โœ… Ensures consistent performance tracking โœ… Highlights winning and underperforming sources โœ… Helps marketing teams focus on what truly converts

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beginner
Complexity
Author:Rahul Joshi(View Original โ†’)
Created:10/30/2025
Updated:11/11/2025

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