n8n Lead Automation System
Budget: ₹1,500 – ₹12,500 INR
I need an n8n specialist to architect and deploy a full-fledged lead-management flow that revolves around Google Sheets as the master database. Today every enquiry lands in a single spreadsheet and, because we do not run a CRM, the sheet is the only source of truth—so the automation must start and end there with zero lead loss.
Core objectives
• Automatically capture every new row in the sheet, enrich it if possible, and trigger a personalised WhatsApp message series for timely follow-ups.
• Record all subsequent calls, push the audio into a transcription service, and save the cleaned text back to the same lead record for easy reference.
• Schedule nudges, reminders, and status updates so no prospect stalls unnoticed.
Your workflow should cover:
1. n8n setup (cloud or self-hosted—open to your advice) with tidy, documented nodes.
2. Robust Google Sheets integration for create, read, update and flagging.
3. WhatsApp automation via an approved gateway/API, with variables pulled straight from the sheet.
4. Call recording intake, automatic transcription (Google Speech-to-Text, Whisper, or similar), and seamless log back to the sheet.
5. Error handling, retry logic, and a simple reporting view so I can see at a glance where each lead sits in the pipeline.
Acceptance criteria
– All triggers and actions run hands-free from first touch to final status.
– No duplicate or missed entries when multiple leads arrive simultaneously.
– Transcriptions appear in the correct column within 60 seconds of call end.
– Clear, step-by-step hand-off documentation so I can maintain or extend the flow later.
If the build proves solid, I’ll have ongoing automation tasks ready. Let’s discuss your experience with similar WhatsApp and transcription setups and the timeline you foresee.
Core objectives
• Automatically capture every new row in the sheet, enrich it if possible, and trigger a personalised WhatsApp message series for timely follow-ups.
• Record all subsequent calls, push the audio into a transcription service, and save the cleaned text back to the same lead record for easy reference.
• Schedule nudges, reminders, and status updates so no prospect stalls unnoticed.
Your workflow should cover:
1. n8n setup (cloud or self-hosted—open to your advice) with tidy, documented nodes.
2. Robust Google Sheets integration for create, read, update and flagging.
3. WhatsApp automation via an approved gateway/API, with variables pulled straight from the sheet.
4. Call recording intake, automatic transcription (Google Speech-to-Text, Whisper, or similar), and seamless log back to the sheet.
5. Error handling, retry logic, and a simple reporting view so I can see at a glance where each lead sits in the pipeline.
Acceptance criteria
– All triggers and actions run hands-free from first touch to final status.
– No duplicate or missed entries when multiple leads arrive simultaneously.
– Transcriptions appear in the correct column within 60 seconds of call end.
– Clear, step-by-step hand-off documentation so I can maintain or extend the flow later.
If the build proves solid, I’ll have ongoing automation tasks ready. Let’s discuss your experience with similar WhatsApp and transcription setups and the timeline you foresee.
Related categories:
Cloud Computing
Documentation
Audio Processing
Google Sheets
Automation
API Integration
Data Management
n8n