Lead Intake Webhook
n8n
Free
- Type
- Spreadsheet
- Price
- Free
- Difficulty
- Beginner
- Updated
- October 10, 2026
Overview
Before a team needs a CRM, it needs a habit: every deal has a stage, a value, an owner and a dated next step. This tracker captures exactly that, one row per deal.
Add a weighted value column (value × probability) to forecast the month, and filter by next-step date each morning to see which deals need attention today.
Useful for
- Founders and small sales teams tracking deals before adopting a CRM
- Weekly pipeline reviews
- Simple monthly revenue forecasting
What's included
- Columns for company, contact, stage, deal value, probability, expected close date, owner, next step, next step date, source and notes
- Stage list: Lead, Qualified, Proposal, Negotiation, Won, Lost
- Example rows showing the expected format
How to use it
- 1
Download the CSV and import it into a blank Google Sheet with File → Import → Upload.
- 2
Add a Weighted value column with the formula =D2*E2 (deal value × probability) and fill it down.
- 3
Turn the Stage column into a dropdown with Insert → Dropdown.
- 4
Create a filter (Data → Create a filter) and sort by Next step date at the start of each day.
- 5
Move Won and Lost deals to a separate tab at the end of each month to keep the pipeline readable.
What you need
Requirements
- A Google account, or any spreadsheet app that opens CSV files
Works with
- Google Sheets
- Microsoft Excel
- Apple Numbers
- #pipeline
- #crm
- #deals
- #forecast
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