Streamline Loan Agency Lead Management with Automated CRM Workflow

Automate your loan agency's lead management process by integrating Twilio, Google Sheets, and Google Drive. This workflow captures leads, cleanses data, assigns agents, and manages documents efficiently.

n8n
Sebastian Müller

47 workflows

This comprehensive workflow automates the entire lead management process for loan agencies. It starts by capturing leads through a webhook, cleanses and deduplicates the data, and then automatically assigns leads to agents based on predefined business rules. The workflow stores lead information in Google Sheets and sends notifications via Twilio. Additionally, it manages document storage in Google Drive, ensuring all lead-related documents are securely organized.

$9.99
Last updated October 3, 2026
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Tags

code
twilio
webhook
stickyNote
googleDrive
googleSheets

Support

How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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