Workflow Library
Google Sheets as a Lightweight CRM
Turn a well-structured Google Sheet into an automated lightweight CRM for early-stage teams.
Google WorkspaceCRMLead GenerationProductivitySimple complexity
The automation chain
Lead Sources
n8n
Google Sheets CRM
Follow-up Reminders
Business problem
Early-stage businesses often aren't ready for a full CRM platform but still need somewhere reliable to track leads and follow-ups.
Before automation
Leads are scattered across email, WhatsApp and social media with no central record of who was contacted or when.
The automated workflow
n8n pulls leads from every channel into one structured Google Sheet, tags their status, and sends automatic reminders when a follow-up is due.
How it works
- 1Leads from various sources trigger the workflow as they arrive.
- 2n8n adds each lead to a structured Google Sheet with source and status columns.
- 3n8n checks daily for leads that haven't been followed up within your target window.
- 4A reminder is sent to the responsible team member for overdue follow-ups.
Apps & integrations
- Google Sheets
- Website forms
- WhatsApp / Email
- Facebook Lead Ads
Business benefits
- A single source of truth for leads without buying a CRM
- No follow-up gets forgotten
- Easy to graduate to a full CRM later using the same data structure
Who this is for
StartupsSmall teamsSolo consultants
Estimated complexity: Simple — see our pricing packages for how this typically fits into a project.
Want this workflow built for your business?
We'll confirm your exact tools and process before building anything, so what you get matches how you actually work.