Workflow Templates

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Stop wasting time on manual data entry and instantly engage with your new leads! This powerful and production-ready n8n workflow automates the entire process of capturing leads from Facebook Lead Ads (or Google Ads Lead Forms), creating a backup in Google Sheets, and adding them directly into your CRM like Salesforce. This template is designed for marketers, sales teams, and agencies who want to ensure every lead is tracked and actioned immediately, improving conversion rates and maintaining a clean, organized database. How It Works This workflow follows a logical and robust sequence: Instant Trigger**: The workflow instantly starts when a new lead is submitted on your connected Facebook Lead Ad form. Smart Data Prep: A **Set node automatically processes the incoming data, intelligently splitting the 'full_name' field into 'First Name' and 'Last Name' to ensure compatibility with standard CRM fields. Reliable Backup**: The lead details are immediately appended to a new row in a specified Google Sheet. This serves as a permanent, easy-to-access log of all your leads. A "Processing" status is added. CRM Integration: The formatted lead data is used to create a new **Lead in Salesforce. This can be easily swapped for other CRMs like HubSpot, Pipedrive, Zoho, or any custom CRM with an API. Status Confirmation**: After the lead is successfully created in the CRM, the workflow goes back to the Google Sheet and updates the lead's status from "Processing" to "Synced," giving you a clear, at-a-glance overview of your sync status. Key Features Multi-Platform Ready: Primarily set up for Facebook Lead Ads, but the trigger can be easily swapped with the **Google Ads Lead Form Trigger node for Google-based campaigns. Data Integrity**: Includes a data preparation step to clean and structure information before sending it to your CRM. Failsafe Logging**: Google Sheets integration ensures you never lose a lead, even if there's a temporary issue with your CRM. Closed-Loop Reporting**: The status update feature provides clear confirmation within your spreadsheet that the automation was successful for each lead. Highly Customizable**: Easily adapt the workflow to handle custom fields from your lead forms and map them to any field in your CRM. Setup Instructions Import Template: Add this workflow to your n8n canvas. Configure Trigger: Select the Facebook Lead Ad node. Create or select your Facebook Lead Ads API credentials. Choose the correct Page and Form you want to track from the dropdown lists. (Optional: To use Google Ads, delete the Facebook node and add the 'Google Ads Lead Form Trigger' node instead, then connect it to the 'Prepare CRM Data' node.) Configure Google Sheets: Select the Log Lead to Google Sheets node. Create or select your Google Sheets API credentials. Enter your Spreadsheet ID and the Sheet Name (e.g., "Leads"). Ensure your sheet has the following headers: Timestamp, FullName, Email, PhoneNumber, LeadID, CRM_Status. The Update Status in Sheet node will automatically use the same credentials and sheet details. Configure Your CRM: Select the Create Lead in Salesforce node. Create or select your Salesforce API credentials. Review the mapped fields. You can add any custom fields from your form by referencing the data from the trigger node (e.g., {{$nodes["Facebook Lead Ad"].json.custom_field_name}}). Activate Workflow: Save and activate your workflow to start automating your lead management! This automation will save you hours of administrative work, eliminate human error, and ensure your sales team can follow up with hot leads faster than ever.

This n8n workflow template automatically pulls marketing data from Google Sheets, calculates key performance metrics, and sends beautifully formatted HTML email reports. Perfect for marketing teams, agencies, or businesses that need regular performance reporting without manual data processing. What This Workflow Does This automated workflow: Retrieves marketing campaign data from Google Sheets Calculates 5 key performance metrics (customers, campaigns, clicks, conversions, spend) Merges all statistics into a single data object Sends a professional HTML email report with modern styling Can be run manually or scheduled for regular reporting The workflow processes data including Customer ID, Campaign names, Clicks, Conversions, and Spend amounts to generate comprehensive performance summaries. Tools & Services Used N8N** - Workflow automation platform Google Sheets** - Marketing data source and storage Microsoft Outlook** - Email delivery system HTML/CSS** - Professional report formatting Step-by-Step Implementation Step 1: Set Up Your Google Sheets Data Source Copy the Sample Data Template: Access the template: Marketing Performance Data Template Click "File" → "Make a copy" to create your own version Rename it (e.g., "My Marketing Performance Data") Set Up Your Data Structure: Your Google Sheet should have a "Data" tab with these columns: Customer ID** - Unique identifier for each customer Campaign** - Name of the marketing campaign Clicks** - Number of clicks generated Conversions** - Number of conversions achieved Spend ($)** - Amount spent on the campaign Configure Google Sheets API Access: Go to Google Cloud Console Create a project or select existing one Enable "Google Sheets API" Create OAuth2 credentials or use service account Share your sheet with the service account email (if using service account) Step 2: Import and Configure the N8N Workflow Import the Workflow: Copy the workflow JSON from the template In your N8N instance, go to Workflows → Import from JSON Paste the JSON and import the workflow Step 3: Configure Each Node Node 1: "When clicking 'Execute workflow'" (Manual Trigger) Purpose**: Starts the workflow manually for testing Configuration**: No setup required Note**: You can replace this with a Schedule Trigger for automated reports Node 2: "Get Google Sheets Data" Purpose**: Retrieves all marketing data from your Google Sheet Setup Required**: Click on the node Set up Google Sheets OAuth2 credentials: Click "Create New Credential" Follow OAuth2 setup process Authorize access to your Google account Select your spreadsheet from the dropdown Choose the "Data" sheet Test the connection to ensure data loads Node 3-7: Data Analysis Nodes "Count Unique Customers" Purpose**: Counts how many unique customers were reached Configuration**: Pre-configured to count unique "Customer ID" values No setup required** "Count Unique Campaigns" Purpose**: Counts total number of campaigns run Configuration**: Pre-configured to count unique "Campaign" values No setup required** "Sum Total Clicks" Purpose**: Adds up all clicks across campaigns Configuration**: Pre-configured to sum "Clicks" column No setup required** "Sum Total Conversions" Purpose**: Totals all conversions achieved Configuration**: Pre-configured to sum "Conversions" column No setup required** "Sum Total Spend" Purpose**: Calculates total marketing spend Configuration**: Pre-configured to sum "Spend ($)" column No setup required** Node 8: "Merge" Purpose**: Combines all calculated metrics into one data object Configuration**: Pre-configured to merge by position No setup required** Node 9: "Send Email Report" (Microsoft Outlook) Purpose**: Sends the formatted HTML email report Setup Required**: Click on the node Set up Microsoft Outlook OAuth2 credentials: Click "Create New Credential" Follow OAuth2 setup for your Microsoft account Grant necessary email permissions Configure Email Settings: To Recipients: Change from "rbreen@ynteractive.com" to your recipient email(s) Subject: Modify "Daily Marketing Performance" as needed Body Content: Pre-configured with professional HTML template Email Template Features: Modern glassmorphic design Responsive layout for mobile devices Animated gradient accents Hover effects on metric cards Professional typography For professional setup, customization, or troubleshooting of this workflow, contact: Robert - Ynteractive Solutions Email**: robert@ynteractive.com Website**: www.ynteractive.com LinkedIn**: linkedin.com/in/robert-breen-29429625/ Specializing in AI-powered workflow automation, business process optimization, and custom integration solutions.

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