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Sales medium to set up

Lead-to-Client Pipeline with CRM

Monitors your Google Sheet for lead status changes to send booking or proposal emails, append new clients, and calculate delivery duration.

Verified 2026-07-07

Founder-ExecFreelancer-Consultant

What it does

You get automatic booking or proposal emails sent via Gmail the moment your Google Sheet shows a lead is qualified or awaiting a proposal. New clients are instantly added to your tracking sheet when deals close, and delivery duration metrics update automatically once projects are marked as delivered.

How it works

When it runs
Triggered by an event · Event · on Google Sheets edit
How hands-off
Assists you, you do the final step
Setup
An afternoon · about an afternoon
Works with
Google Sheets, n8n, Gmail, Code

Tools that fit

Services

Google Sheets : CRM data storage and trigger source

n8n : Workflow orchestration and branching logic

Gmail : Sending automated emails for lead stages

api

Code : Processing timestamps and calculating delivery duration

Watch out for

Seen in the wild

Want this running in your business?

This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.

Get in touch

Who it's for

Built for founders and execs who need sales handled without hiring for it.

Freelancers and consultants can run this per-client with no changes beyond the source data.

Frequently asked questions

Who is this for?

founders and execs and freelancers and consultants, or anyone doing sales work who wants this handled automatically rather than manually.

How long does it take to set up?

An afternoon: plan for about an afternoon to get it running end to end.

Related use cases

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