{
  "id": "MbJKawk5p02VjD3Y",
  "meta": {
    "instanceId": "f7a5e3786c9920340b6fa399d0c9b5ec30889cd6b3320283acf9fe34e1b1197a",
    "templateCredsSetupCompleted": true
  },
  "name": "New Lead and reminder✅",
  "tags": [
    {
      "id": "BXyvGuYioKFVhqor",
      "name": "sales",
      "createdAt": "2025-10-20T20:27:17.123Z",
      "updatedAt": "2025-10-20T20:27:17.123Z"
    }
  ],
  "nodes": [
    {
      "id": "98950cec-38f2-4bb6-87f2-225ae7251c4c",
      "name": "On form submission",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        -960,
        112
      ],
      "webhookId": "55d7b674-4387-4a9d-8bc5-8446ab2593f3",
      "parameters": {
        "options": {},
        "formTitle": "Test Form",
        "formFields": {
          "values": [
            {
              "fieldLabel": "First Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Last Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Email",
              "requiredField": true
            },
            {
              "fieldType": "dropdown",
              "fieldLabel": "Budget",
              "fieldOptions": {
                "values": [
                  {
                    "option": "0-1000"
                  },
                  {
                    "option": "1000+"
                  },
                  {
                    "option": "0-100"
                  }
                ]
              },
              "requiredField": true
            },
            {
              "fieldLabel": "Message"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "71a3c48f-48ba-4532-82b9-77c95c85e2d9",
      "name": "Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -960,
        368
      ],
      "parameters": {
        "columns": {
          "value": {
            "Email": "={{ $json.Email }}",
            "Budget": "={{ $json.Budget }}",
            "Called": "FALSE",
            "Message": "={{ $json.Message }}",
            "Rejected": "={{ $if( $json.Budget == \"1000+\", \"FALSE\", \"TRUE\") }}",
            "Last Name": "={{ $json['Last Name'] }}",
            "First Name": "={{ $json['First Name'] }}",
            "submittedAt": "={{ $today}}"
          },
          "schema": [
            {
              "id": "First Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "First Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Last Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Last Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "submittedAt",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "submittedAt",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Budget",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Budget",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Rejected",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Rejected",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Called",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Called",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Email"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w/edit?usp=drivesdk",
          "cachedResultName": "n8n Leads"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "ZLWxTs4G8NQzjc3K",
          "name": "aaa.agents101 acc"
        }
      },
      "typeVersion": 4.5,
      "alwaysOutputData": false
    },
    {
      "id": "062f9ffa-97d8-441f-9639-4cb7911ab593",
      "name": "Filter",
      "type": "n8n-nodes-base.filter",
      "position": [
        -960,
        240
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "ea08ed8a-56e6-4ab8-ab5f-72f30427cffa",
              "operator": {
                "type": "string",
                "operation": "notEquals"
              },
              "leftValue": "={{ $json.Budget }}",
              "rightValue": "0-100"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "1e3d36e9-3950-4092-aa90-26a284781f20",
      "name": "Switch",
      "type": "n8n-nodes-base.switch",
      "position": [
        -960,
        496
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "362424ed-4d9a-46ef-8dda-3dd7c373d9f6",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $('On form submission').item.json.Budget }}",
                    "rightValue": "0-1000"
                  }
                ]
              }
            },
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "514dc66e-9528-411f-a617-3e64e1d8c9a7",
                    "operator": {
                      "name": "filter.operator.equals",
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $('On form submission').item.json.Budget }}",
                    "rightValue": "1000+"
                  }
                ]
              }
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.2
    },
    {
      "id": "f6203441-3b59-4f16-ac67-a0c6282a683a",
      "name": "Gmail1",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -720,
        352
      ],
      "webhookId": "96e0d45c-3b17-452f-82a2-2f2fb31b1fc5",
      "parameters": {
        "sendTo": "={{ $('On form submission').item.json.Email }}",
        "message": "=Hey  {{ $('On form submission').item.json['Fisrt Name'] }},\n\nThanks for inquiring with our services,can you book a call on my calendar link here:\nhttps://calendly.com/lelolelo12345678910l/30min\n\nBest,\nD",
        "options": {
          "appendAttribution": false
        },
        "subject": "Hey, thanks for inquiring with us",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "H7Zo3CmsssUjl9Pv",
          "name": "aaa.agents101 acc"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "254cff56-6317-4784-b647-6ebb2b8e2723",
      "name": "Gmail2",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -544,
        112
      ],
      "webhookId": "96e0d45c-3b17-452f-82a2-2f2fb31b1fc5",
      "parameters": {
        "sendTo": "=",
        "message": "=New Lead\n\nName: {{ $('On form submission').item.json['Fisrt Name'] }}{{ $('On form submission').item.json['Last Name'] }}\nEmail: {{ $('On form submission').item.json.Email }}\nBudget: {{ $('On form submission').item.json.Budget }}\nMessages: {{ $('On form submission').item.json.Message }}\n",
        "options": {
          "appendAttribution": false
        },
        "subject": "New Lead",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "H7Zo3CmsssUjl9Pv",
          "name": "aaa.agents101 acc"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "a4f72e8e-8964-4875-8384-75e4f8f7f39a",
      "name": "Gmail3",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -544,
        352
      ],
      "webhookId": "96e0d45c-3b17-452f-82a2-2f2fb31b1fc5",
      "parameters": {
        "sendTo": "=",
        "message": "=New Lead\n\nName: {{ $('On form submission').item.json['Fisrt Name'] }}{{ $('On form submission').item.json['Last Name'] }}\nEmail: {{ $('On form submission').item.json.Email }}\nBudget: {{ $('On form submission').item.json.Budget }}\nMessages: {{ $('On form submission').item.json.Message }}\n",
        "options": {
          "appendAttribution": false
        },
        "subject": "New Lead",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "H7Zo3CmsssUjl9Pv",
          "name": "aaa.agents101 acc"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "fc586f80-00ae-4f07-a5df-d5b10e245698",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -720,
        112
      ],
      "webhookId": "96e0d45c-3b17-452f-82a2-2f2fb31b1fc5",
      "parameters": {
        "sendTo": "={{ $('On form submission').item.json.Email }}",
        "message": "=Hey  {{ $('On form submission').item.json['Fisrt Name'] }},\n\nThanks for inquiring with our services, i'll give you a call later this week.\n\nBest,\nD",
        "options": {
          "appendAttribution": false
        },
        "subject": "Hey, thanks for inquiring with us",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "H7Zo3CmsssUjl9Pv",
          "name": "aaa.agents101 acc"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "53d096e4-d78a-4e77-87a5-430b2d7457ce",
      "name": "Aggregate",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        128,
        192
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData"
      },
      "typeVersion": 1
    },
    {
      "id": "c0c978d9-4b17-4b79-9360-9ef7028c8d73",
      "name": "Code",
      "type": "n8n-nodes-base.code",
      "position": [
        256,
        192
      ],
      "parameters": {
        "jsCode": "const people = items[0].json.data;\n\nconst textOutput = people.map(person =>\n  `Name: ${person[\"First Name\"]} ${person[\"Last Name\"]}\\n` + \n  `Email: ${person[\"Email\"]}\\n` + \n  `Budget: ${person[\"Budget \"]}\\n` + \n  `Message: ${person[\"Message\"]}`\n).join(\"\\n\\n\");\n\nreturn [{ json: { text: textOutput }}];"
      },
      "typeVersion": 2
    },
    {
      "id": "e208a08b-59dd-4d0a-bb8c-c0460da3f5de",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -224,
        176
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 20
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "0b391289-7746-46a7-96f4-636a87109308",
      "name": "Filter1",
      "type": "n8n-nodes-base.filter",
      "position": [
        -16,
        400
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "9d637327-f114-4457-ae65-c8fdb71f2d03",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.Called }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "31e6ac29-d8a2-4c3d-a3fc-ed63b6ea4bd9",
      "name": "Google Sheets2",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        160,
        400
      ],
      "parameters": {
        "operation": "delete",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w/edit?usp=drivesdk",
          "cachedResultName": "n8n Leads"
        },
        "startIndex": "={{$json[\"row_number\"]}}",
        "numberToDelete": "={{ 1 }}"
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "ZLWxTs4G8NQzjc3K",
          "name": "aaa.agents101 acc"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "e83383e1-452d-475e-b9f2-dd828543df86",
      "name": "Filter2",
      "type": "n8n-nodes-base.filter",
      "position": [
        -16,
        192
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
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              "id": "7108fcd1-b850-45b5-90ad-a1904490137b",
              "operator": {
                "type": "boolean",
                "operation": "false",
                "singleValue": true
              },
              "leftValue": "={{ $json.Called }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "7e67b596-f9aa-49e4-ae07-d5602466bba9",
      "name": "Google Sheets1",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -224,
        304
      ],
      "parameters": {
        "options": {},
        "filtersUI": {
          "values": [
            {
              "lookupValue": "={{ $today }}",
              "lookupColumn": "submittedAt"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1mZyqYwF78y_4P-nc5h-CwvIi4m8PHj2Reus4GxI9o8w/edit?usp=drivesdk",
          "cachedResultName": "n8n Leads"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "ZLWxTs4G8NQzjc3K",
          "name": "aaa.agents101 acc"
        }
      },
      "notesInFlow": false,
      "retryOnFail": false,
      "typeVersion": 4.5,
      "alwaysOutputData": false
    },
    {
      "id": "2427ad1f-250b-4695-97c5-677ee4ee8551",
      "name": "Gmail4",
      "type": "n8n-nodes-base.gmail",
      "position": [
        384,
        192
      ],
      "webhookId": "f191a357-6471-4aad-9965-c69e00614310",
      "parameters": {
        "message": "={{ $json.text }}",
        "options": {
          "appendAttribution": false
        },
        "subject": "Uncalled Leads",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "H7Zo3CmsssUjl9Pv",
          "name": "aaa.agents101 acc"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "f5d7ec0d-b155-4414-99a4-be63d6e75762",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1008,
        48
      ],
      "parameters": {
        "color": 4,
        "width": 672,
        "height": 624,
        "content": "# New lead "
      },
      "typeVersion": 1
    },
    {
      "id": "ef290c2a-8967-4ec6-92bb-8b3abf2ceb11",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -272,
        48
      ],
      "parameters": {
        "color": 5,
        "width": 848,
        "height": 624,
        "content": "# Lead Reminder"
      },
      "typeVersion": 1
    },
    {
      "id": "c09a5808-2187-4cce-945c-b63d86f9abc1",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1792,
        -272
      ],
      "parameters": {
        "color": 7,
        "width": 736,
        "height": 1600,
        "content": "# System Overview\n# Workflow Name: New Lead and Reminder System\n\n# What This System Does:\n\nThis n8n automation captures new leads from a form submission and automatically:\n\nSaves them to a Google Sheet database\n\nSends personalized emails to prospects based on their budget\n\nSends you admin notifications of new leads\n\nReminds you daily about leads you haven't called yet\n\nHelps you track which leads have been contacted\n\nHow It Works - Step by Step:\n\n# PART 1: NEW LEAD CAPTURE\n\nForm Submission Trigger - Someone fills out \"Test Form\" with:\n\nFirst Name\n\nLast Name\n\nEmail\n\nBudget (dropdown: 0-100, 0-1000, 1000+)\n\nMessage\n\nBudget Filter - Rejects leads with \"0-100\" budget (too small)\n\nGoogle Sheets - Stores the lead with:\n\nAll form data\n\nSubmission date\n\n\"Called\" status (starts as FALSE)\n\n\"Rejected\" status (TRUE if budget < 1000, FALSE if 1000+)\n\nLead Routing (Switch Node) - Routes leads to different email templates:\n\nBudget 0-1000: Gets email saying \"I'll give you a call later this week\"\n\nBudget 1000+: Gets email saying \"Book a call on my Calendly link\"\n\nYour Notifications - You receive 2 admin emails for every lead:\n\nOne showing lead details\n\nAnother with full lead summary\n\n# PART 2: DAILY REMINDER SYSTEM\n\nSchedule Trigger - Runs every day at 8 PM (20:00)\n\nGoogle Sheets Query - Pulls all leads from today that have Called = FALSE\n\nData Processing:\n\nFilter1 - Checks if Called = TRUE and deletes completed leads\n\nFilter2 - Checks if Called = FALSE and keeps uncalled leads\n\nCode Node - Formats uncalled leads into readable text:\n\ntext\nName: [First Name] [Last Name]\nEmail: [Email]\nBudget: [Budget]\nMessage: [Message]\nReminder Email - Sends you the formatted list of uncalled leads to your Gmail\n\nAfter You Call - Mark Called = TRUE in the spreadsheet to remove from tomorrow's reminder\n\n# Key Features:\n\n✅ Automatic lead qualification - Only accepts budgets of 1000+\n✅ Personalized outreach - Different emails based on budget\n✅ Lead database - All leads tracked in Google Sheet\n✅ Daily reminders - Never forget uncalled leads\n✅ Admin alerts - You get notified immediately when new leads arrive\n✅ Lead tracking - Mark \"Called\" status to track progress"
      },
      "typeVersion": 1
    },
    {
      "id": "021deec3-3ba3-49f4-a1c1-070c46bdc80d",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -880,
        -240
      ],
      "parameters": {
        "color": 4,
        "width": 384,
        "height": 240,
        "content": "# New Lead Capture\n\n1️⃣ Form submitted by prospect\n2️⃣ Budget filtered (rejects 0-100)\n3️⃣ Lead stored in Google Sheet\n4️⃣ Routed by budget amount\n5️⃣ Personalized email sent\n6️⃣ Admin notified\n"
      },
      "typeVersion": 1
    },
    {
      "id": "e6b75189-ae45-4329-90e4-f685ffd09d40",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -48,
        -240
      ],
      "parameters": {
        "color": 5,
        "width": 384,
        "height": 240,
        "content": "# Daily Lead Reminder\n\n⏰ Runs at 8 PM every day\n📊 Pulls uncalled leads\n📧 Sends reminder email\n✅ Update \"Called\" when done\n🔄 Auto-removes from next reminder\n"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
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