LIVE AUTOMATION 11
CRM Sales Pipeline Automation
A live sales-pipeline workflow that classifies a lead, assigns a queue, saves the CRM-style record, and notifies both the lead and sales team.
BUSINESS PROBLEM
The manual work this replaces
Sales teams often copy leads into CRM records manually, decide the pipeline stage by hand, choose a queue, send acknowledgement, and tell the team who should follow up.
LIVE WORKFLOW
What happens after one submission
Visitor submits a safe sample sales lead → PHP gateway validates the request → n8n assigns pipeline stage, solution category, queue, priority, and follow-up target → saves the CRM-style record to Google Sheets → sends lead confirmation → sends the internal sales-team alert → returns the routed opportunity.
REAL EXTERNAL ACTIONS
Proof beyond the browser screen
Real Google Sheets CRM-style write; real lead confirmation email; real sales-team notification email; pipeline and queue routing.
VERIFIED TEST
What the final test proved
The final verified test created CRM-20260817-JMQNUT, assigned Sales Qualified Lead, routed it to Automation Solutions Queue at High priority, sent both email notifications, and set the follow-up target to Within 30 minutes.
BUSINESS VALUE
Why a business would use it
Replaces manual lead review, CRM spreadsheet entry, pipeline classification, queue routing, acknowledgement email, team notification, and follow-up preparation.
SAFE BOUNDARIES
What remains under human or client control
The portfolio Sheet represents the CRM record so the workflow can be tested safely. Client versions can write to the real CRM and use the client’s stage, ownership, SLA, and territory rules.
ARCHITECTURE
How the portfolio test reaches the workflow
Browser form → same-domain PHP gateway → authenticated published n8n workflow → business logic and external actions → structured response → live portfolio result. Private workflow URLs and authentication secrets remain server-side.
NEED A VERSION FOR YOUR BUSINESS?
The portfolio flow is designed to be replaced with your real systems and rules.
Client implementations can connect your website, CRM, inbox, database, team, APIs, and operating process while keeping the same automation architecture.