Automate High-Value Lead Alerts from GoHighLevel to Slack, Google Sheets, and Google Calendar

This n8n workflow automates the process of identifying and acting on high-value leads from GoHighLevel, ensuring your team is immediately notified, data is recorded, and follow-up meetings are scheduled.

What it does

This workflow streamlines your lead management by:

1. Triggering on a schedule: The workflow runs at predefined intervals (e.g., daily, hourly) to check for new data.
2. Retrieving data from GoHighLevel: It connects to GoHighLevel to fetch relevant lead information.
3. Applying conditional logic: It uses an "If" node to evaluate lead data based on specific criteria (e.g., lead score, value, or status) to determine if a lead is "high-value."
4. Notifying the team on Slack: If a lead is identified as high-value, a message is posted to a designated Slack channel, alerting the team.
5. Logging lead data in Google Sheets: High-value lead details are automatically added to a Google Sheet for tracking and reporting.
6. Scheduling a follow-up in Google Calendar: An event is created in Google Calendar to schedule a follow-up meeting or task related to the high-value lead.
7. Executing custom logic (optional): A "Code" node is included, allowing for custom JavaScript logic to be executed on the data at various points in the workflow, offering flexibility for advanced data manipulation or integration.
8. Adding contextual notes: Sticky notes are used throughout the workflow to provide explanations and context for different sections or nodes.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n instance: A running n8n instance.
• GoHighLevel Account: With API access and credentials configured in n8n.
• Slack Account: With an incoming webhook or bot token configured in n8n to post messages to a channel.
• Google Sheets Account: With access to a specific spreadsheet and credentials configured in n8n.
• Google Calendar Account: With access to a specific calendar and credentials configured in n8n.

Setup/Usage

1. Import the workflow: Download the JSON provided and import it into your n8n instance.
2. Configure Credentials:
   • Set up your GoHighLevel credentials.
   • Set up your Slack credentials.
   • Set up your Google Sheets credentials.
   • Set up your Google Calendar credentials.
3. Customize Nodes:
   • Schedule Trigger: Adjust the schedule to your preferred frequency (e.g., every 5 minutes, daily at 9 AM).
   • GoHighLevel Node: Configure the operation to fetch the desired lead data and any filters needed.
   • If Node: Define the conditions that classify a lead as "high-value." This might involve checking properties like lead_score, value, status, or other custom fields from GoHighLevel.
   • Slack Node: Customize the message content to include relevant lead details using expressions (e.g., {{ $json.name }} for lead name). Specify the channel where alerts should be posted.
   • Google Sheets Node: Configure the spreadsheet ID, sheet name, and the data to be written (e.g., lead name, email, value, source).
   • Google Calendar Node: Configure the calendar ID, event summary, description, start/end times, and attendees for the follow-up meeting.
   • Code Node: If needed, add custom JavaScript code to transform data or perform specific actions not covered by other nodes.
   • Sticky Notes: Review the existing sticky notes for context and add more if necessary for your team.
4. Activate the workflow: Once configured, activate the workflow to start automating your high-value lead alerts.