A 20-Minute Workflow: Every Qualified WhatsApp Lead Into Google Sheets and Your Calendar

What we are building

When the AI flow saves a lead, check whether it is qualified (budget captured and appointment requested). If it is, append a row to the team's Google Sheet and create a calendar hold for the assigned agent. If not, send a Telegram note to the team group so someone can nudge it. Four nodes, one trigger.

Step 1 — Lead Trigger

Open Workflows, add a Lead Trigger node. It fires every time a lead is written — from the AI's Save Leads action, a form, a Facebook subscription or a manual entry. The lead's fields (name, phone, source, labels, custom answers) are available to every node after it.

Step 2 — If node

Add an If node with the condition: budget is not empty AND labels contain 'appointment'. The true branch is your qualified path; the false branch goes to a Telegram Message node with a short alert — 'New lead {{name}} from {{source}} needs a follow-up'.

Step 3 — Google Sheet and Google Calendar

On the true branch, add a Google Sheet node (Add data to Google Sheet), connect your Google account, pick the sheet and map columns to lead fields. Then a Google Calendar node that creates a 30-minute event on the assigned agent's calendar with the lead's name and phone in the description. Save, switch the workflow on, and send yourself a test message through the flow.

• Swap Google Sheet for AutoCount or SQL Accounting to raise a customer record instead
• Add Check Off Hours to route after-hours leads to a different agent
• Use HTTP Request to push the same lead into any external CRM