Sales & CRM

Automate Google Sheets and Forms data processing

36 nodes 140 100 Automatic trigger
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Workflow Description

Complete automation for processing data from Google Forms and Sheets, including filtering, transforming, and routing data based on custom conditions. Streamlines sales pipeline management and customer data organization by eliminating manual data entry and distribution tasks.

How it works

  1. 1.Receive form submissions automatically from Google Forms trigger
  2. 2.Extract and filter required fields based on defined business rules
  3. 3.Execute data transformations and calculations using custom code logic
  4. 4.Route processed data to multiple Google Sheets based on conditions
  5. 5.Send HTTP requests to external systems for third-party integrations
  6. 6.Merge and consolidate data from multiple sources into unified records

Use cases

  • Automatically collect customer inquiries from web forms and organize them in sales pipeline sheets
  • Distribute leads to sales team members based on territory, product type, or assignment rules

Requirements

  • Active Google Workspace account with Google Sheets and Forms access
  • Basic knowledge of Google Forms design and data structure requirements
  • Optional: API keys for external systems requiring integration

Service Value

Ready-made workflow template for automation delivery and service execution.

Apps Used

Google Sheets Form Trigger

Details

Trigger Automatic trigger
Nodes 36
Apps 2
Views 140
Downloads 100

How to Use

  1. 1.Click "Download Template"
  2. 2.Open your n8n dashboard
  3. 3.Go to Workflows > Import from File
  4. 4.Select downloaded file and configure credentials

Nodes Used (36)

/

Split by object

Split Out

#1

Fetch properties from Hubspot

HTTP Request

#2

Define crm_type

Code

#3

Split results

Split Out

#4

Transforms the results

Code

#5

Append to Google sheet

Google Sheets

#6

Erase Google sheet

Google Sheets

#7

Sticky Note

Sticky Note

#8

Sticky Note1

Sticky Note

#9

Define array of objects

Set

#10

Start here to update your field list

Manual Trigger

#11

File upload form

Form Trigger

#12

To get the first line of file

Extract From File

#13

Set the real fields

Set

#14

Get the fields from the sheet

Google Sheets

#15

Merge fields and data

Merge

#16

Check if all fields from input are defined

Code

#17

If all fields are defined

If

#18

Creates the correspondance table

Code

#19

Form to set the correponding field for each input field

Form

#20

Get the content of file

Extract From File

#21

Sticky Note2

Sticky Note

#22

Split all records to import

Split Out

#23

Define properties

Set

#24

Uploads to Hubspot

HTTP Request

#25

Form response

Form

#26

Remove hidden and starting with hs_ props fields

Filter

#27

Sticky Note3

Sticky Note

#28

Sticky Note4

Sticky Note

#29

Set the values for each field

Code

#30

Set the values for each field1

Code

#31

Sticky Note5

Sticky Note

#32

Sticky Note7

Sticky Note

#33

Sticky Note6

Sticky Note

#34

Sticky Note8

Sticky Note

#35

Sticky Note9

Sticky Note

#36

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