Step 2: Connect Google Sheets

Lead records are read from a Google Sheet and duplicates are logged to a separate log sheet.

1. Open Retrieve Lead Rows and select the Google Sheets document ID [YOUR_ID] and sheet name Sheet1.
2. Configure the filter so Valid Email equals OK.
3. Credential Required: Connect your googleSheetsOAuth2Api credentials in Retrieve Lead Rows.
4. Open Append Quality Log and set the destination document ID to [YOUR_ID] and sheet name to Logs.
5. Map Email to {{ $json.records[0].Email }}, Company to {{ $json.records[0].Company }}, and set Remark to Data quality Issue : Presence of duplicate(s) => to be investigated.
6. Credential Required: Connect your googleSheetsOAuth2Api credentials in Append Quality Log.

Step 3: Set Up Lead Batching and Tracking Updates

This workflow batches leads, limits items for summary, and updates the tracking table through multiple Data Table nodes.

1. In Iterate Lead Batches, keep default batch settings to process leads sequentially.
2. Iterate Lead Batches outputs to both Limit Items and Fetch Tracker Row in parallel to process batch data and fetch the tracking row simultaneously.
3. In Limit Items, set Keep to lastItems to retain only the latest item for summary.
4. Configure Fetch Tracker Row and Fetch Tracker Summary with operation set to get and filter using {{ $('Create Tracker Row').item.json.id }}.
5. In Modify Tracker Row, set recordsRead to {{ $json.recordsRead + 1 }} and filter by {{ $('Create Tracker Row').item.json.id }}.
6. In Increment Created Count, set recorsCreated to {{ $('Fetch Tracker Row').item.json.recorsCreated + 1 }}.
7. In Increment Updated Count, set recordsUpdated to {{ $('Fetch Tracker Row').item.json.recordsUpdated + 1 }}.

Step 4: Set Up Company Lookup and Routing Logic

Leads are checked against Airtable and routed based on whether a company record exists.

1. Open Lookup Company and set operation to search.
2. Configure filterByFormula to =AND({Company} = "{{ $('Iterate Lead Batches').item.json.Company }}", {Email} = "{{ $('Iterate Lead Batches').item.json.Email }}").
3. Credential Required: Connect your airtableTokenApi credentials in Lookup Company.
4. In Evaluate Results, keep the JavaScript logic as provided to return resultType values none, one, or multiple.
5. In Route by Outcome, verify the three rules route on {{ $json.resultType }} with right values none, one, and multiple.
6. Route by Outcome outputs to Generate Company Record, Revise Company Record, and Append Quality Log in parallel based on the branch condition.

Step 5: Configure CRM Updates and Reporting

New companies are created, existing ones are updated, and a report is emailed after processing.

1. In Generate Company Record, map Airtable fields to {{ $('Iterate Lead Batches').item.json.FieldName }} values (e.g., Company, Email, City, ZIP Code, URL Site).
2. Credential Required: Connect your airtableTokenApi credentials in Generate Company Record.
3. In Revise Company Record, keep operation as update and matchingColumns set to Company and Email.
4. Credential Required: Connect your airtableTokenApi credentials in Revise Company Record.
5. In Dispatch Email Report, set sendTo to [YOUR_EMAIL] and keep subject as REPORT EML IMPORT DE LEADS.
6. Keep the message template as =Leads Import Report Number of records read: {{ $json.recordsRead }} Number of records created : {{ $json.recorsCreated }} Number of records updated : {{ $json.recordsUpdated }}.
7. Credential Required: Connect your gmailOAuth2 credentials in Dispatch Email Report.
8. In Delay Cycle, set amount to 1 to pause before the next batch loops.

Step 6: Test and Activate Your Workflow

Run a manual test to verify that records are synced and reports are sent correctly.

1. Click Execute Workflow on Manual Launch Start to run a test with sample lead data.
2. Confirm that Create Tracker Row writes a new tracking entry and Modify Tracker Row increments recordsRead.
3. Verify Airtable updates: Generate Company Record should create new records and Revise Company Record should update matches.
4. Check that Append Quality Log writes duplicates to the Logs sheet and Dispatch Email Report sends the summary email.
5. When everything looks correct, switch the workflow to Active to use it in production runs.