Track marketing channel performance with HighLevel, Google Sheets, and Slack

Track marketing channel performance by analyzing HighLevel opportunities, logging data to Google Sheets, and sending reports to Slack.

workflowcrm

by Rahul Joshion n8n

Nodes

Triggers

Platform

n8n

Tech Stack

Google Sheets

Slack

High Level

How It Works

This workflow fetches all opportunities from HighLevel CRM, filters for closed-won deals, and calculates conversion metrics by lead source. Results are logged to Google Sheets for analysis while summary reports are automatically sent to Slack for team visibility.

Fetch opportunities from HighLevel

Retrieves all deal records from your HighLevel CRM including status, amount, and lead source information for analysis.

Filter deals by outcome status

Separates opportunities into closed-won deals for conversion tracking and other statuses for team alerts and follow-up.

Log successful deals to Google Sheets

Records all closed-won deal details into a structured spreadsheet for long-term performance tracking and analysis.

Calculate lead source performance metrics

Aggregates deals by lead source and computes total deals, conversion rates, and revenue per marketing channel automatically.

Attached Files

workflow.json