Solutions 05 · Form to CRM Follow-up

Exercise 1

Wait 2 Days → Gmail "Check for Reply" → IF "Replied?" ─false→ Send Follow-up
                                                      └true─→ (stop)

• Gmail Check for Reply: Resource Message, Operation Get Many, Limit 1, Filters → Search: from:{{ $('Normalize Lead').item.json.email }} newer_than:7d. Settings → Always Output Data: on (no messages would otherwise stop the flow).
• IF Replied?: {{ $json.id }} String exists.
• Connect the false output to Send Follow-up.

Exercise 2

Add an IF High Priority? as a second connection from Normalize Lead (one output can feed several nodes): {{ $json.priority }} is equal to high. True → Gmail/Slack/Telegram with:

🔥 New high-budget lead: {{ $json.name }} ({{ $json.company }}), {{ $json.need }}, {{ $json.budget }}
{{ $json.email }}
{{ $json.details }}

Exercise 3

After Send Follow-up, add Google Sheets Mark Followed Up: Append or Update Row, same sheet, match on email, map:

• email = {{ $('Normalize Lead').item.json.email }}
• status = followed-up

Leave the other columns unmapped so they keep their values.