Muhammad Qaisar Mehmood

Muhammad Qaisar Mehmood

Lead Outreach Automation with Google Sheets, Gmail, and n8n Workflow

🎯 Goal

Every 60 minutes:

  • Fetch only β€œNew” leads from a Google Sheet
  • Send them a personalized email
  • Update their status to β€œContacted” in the same sheet

🧩 Step-by-Step Explanation

1️⃣ πŸ•’ Trigger: Run Every Day

Node Name: Schedule Trigger
What it does: Automatically starts the workflow every 60 minutes (or your chosen interval).
Why it's needed: You don't need to run the workflow manually β€” it runs on a timer, like a robot doing your follow-up.


2️⃣ πŸ“„ Fetch Leads from Google Sheet

Node Name: Fetch Leads from Google Sheet
What it does: Connects to your Google Sheet and pulls all the rows of leads.
Expected columns:

  • Name
  • E-mail
  • Status (should be "New" if not yet emailed)

3️⃣ πŸ” Filter Only New Leads

Node Name: Filter Only New Leads
What it does: Filters only rows where Status = New .
Why it's needed: Prevents emailing the same lead twice. Old leads are ignored.


4️⃣ πŸ” Batch Process Leads

Node Name: Batch Process Leads
What it does: Splits filtered leads into individual batches (usually one-by-one).
Why it's useful: Helps avoid API rate limits or spam blocks by sending emails one at a time.


5️⃣ βœ‰οΈ Send Email to Lead

Node Name: Send Email to Lead
What it does: Sends a personalized email to each lead using their name and email.
How personalization works: Use variables like {{ $json["Name"] }} in the subject/body.


6️⃣ βœ… Mark Lead as Contacted

Node Name: Mark Lead as Contacted
What it does: Updates the row in Google Sheet, changing Status from New to Contacted .
Why it's important: Ensures this lead won't be processed again next time.


πŸ” Loop Back

After updating the lead status, the flow loops back to process the next lead from the batch.


✨ Bonus Touch

This automation is clean, efficient, and scalable. You can later enhance it by:

  • Adding AI to write emails dynamically
  • Sending follow-up reminders
  • Tracking performance stats in another sheet
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