Budget-Based Lead Routing Automation

This project is an n8n workflow that collects leads from a web form, saves them to Google Sheets, and sends different email replies based on the lead’s budget.

The full workflow definition is in workflow.json. Additional images for this project are stored in the img/ folder (including Workflow.png).

Workflow overview

What happens when someone submits the form

1. Form submission — A visitor fills out the form with:

   • First name
   • Last name
   • Email
   • Budget (dropdown: 0-100, 200-1000, or 1000+)
   • Message

2. Save to Google Sheets — Every submission is added or updated in a Google Sheet (matched by email). The sheet stores:

   • All form fields
   • Submission date
   • rejected — set to FALSE for 1000+ budgets, TRUE for all other budgets

3. Filter low-budget leads — Submissions with budget 0-100 stop here. They are saved to the sheet, but no emails are sent.

4. Route by budget — Remaining leads are split into two paths:

   • 1000+ → Customer gets a follow-up email saying you will reply within the week.
   • 200-1000 → Customer gets an email with a Calendly link to book a call.

5. Notify you — After a customer email is sent, you receive an internal notification with the lead’s name, email, and budget.

Budget routing summary

Budget	Saved to sheet	Customer email	You get notified
0-100	Yes	No	No
200-1000	Yes	Calendly invite	Yes
1000+	Yes	Follow-up reply	Yes

Setup

Import workflow.json into n8n, then connect:

• Google Sheets — OAuth account and your spreadsheet
• Gmail — OAuth account for sending emails

Update these placeholders before going live:

• Google Sheet ID in the Append or update row in sheet node
• Calendly link in the 200-1000 email (Send a message1)
• Your email address in the internal notification (Send a message2)

Activate the workflow in n8n when setup is complete.