Automate lead intake & CRM with Tally Forms to Google Sheets and SendGrid emails
Ready for 3.0What this workflow does
This workflow has 9 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Google Sheets and SendGrid.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Generate Unique Lead ID (Code): runs custom JavaScript code
- Auto-Tag Lead by Services (Code): runs custom JavaScript code
- Calculate Follow-up Date & Lead Score (Code): runs custom JavaScript code
- Save Lead to CRM Sheet (Google Sheets): append
- Log Activity to Tracker (Google Sheets): append
- Generate Personalized Welcome Email (Code): runs custom JavaScript code
- Send Welcome Email via SendGrid (SendGrid): work with mail
- Update Lead Status to Nurturing (Google Sheets): update
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (4)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - SendGrid
n8n-nodes-base.sendGrid
From the author
Capture leads from Tally forms to Google Sheets CRM This workflow automates lead intake by capturing form submissions, enriching them with smart tags and scores, storing them in a Google Sheets CRM, and sending personalized welcome emails. Who's it for This…