What you import
Webhook upsert on the same Leads row + 7 a.m. stall scan → owner Gmail digest.
n8n
Create the record. Move the status. See the board.
A lead vanishes because nobody updated a fancy CRM. This file writes the same Leads row, keeps statuses in a locked list, and emails you the stalled names at 7 a.m.
Before: statuses you invent in the moment. After: a locked list and a morning stall digest.
Webhook upsert on the same Leads row + 7 a.m. stall scan → owner Gmail digest.
n8n
n8n, Google Sheets, Gmail. No AI. No Slack required. Airtable / Notion are swaps in the guide, not this demo.
20–30 minutes.
Will not create extra statuses. Paid or reviewed does not secretly flip a row to completed. No customer SMS. Sheets is the live CRM.
Statuses: new, scheduled, on-site, invoiced, review asked.
Same spine. Job type as the only extra field at launch.
New, forms in, chair booked, seen, recall set.
Lead, consult booked, treated, membership asked.
New, scheduled, seen, refill, review asked.
New, booked, sat, rebook asked.
Inquiry, conflicts, engaged, active, closed.
Inquiry, shown, applied, approved, moved in.
Stand up a simple operator CRM (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.