Step 2: Set Up Payload Normalization and Email Validation

Normalize incoming fields and ensure a usable email is present before logging and follow-up actions.

1. In Transform Sign-in Payload, keep the provided JavaScript that maps fields like email, firstname, lastname, phone, and calculates leadScore and qualifiesForFollowUp.
2. Open Validate Email Presence and confirm the condition uses {{ $json.email }} with the notEmpty operator.

Validate Email Presence outputs to both Append Master Log Sheet and Dispatch Thank-You Email in parallel when the email exists.

Step 3: Connect Google Sheets Logging

Log lead intake and activity to Google Sheets for reporting and audit trails.

1. In Append Master Log Sheet, set Operation to append and Authentication to serviceAccount. Map columns like Email → {{ $json.email }} and Lead Status → {{ $json.leadStatus }}.
2. In Record SMS Activity and Record Email Activity, keep Operation as append and use the provided mappings such as Timestamp → {{ $now.toISO() }} and Contact Name → {{ $('Transform Sign-in Payload').item.json.firstname }} {{ $('Transform Sign-in Payload').item.json.lastname }}.
3. In Append Error Log, set Sheet Name to Errors and keep the mapped fields Guest Name → {{ $json.guest_name }} and Error Reason → {{ $json.error_reason }}.
4. Credential Required: Connect your googleApi credentials in Append Master Log Sheet, Record SMS Activity, Record Email Activity, and Append Error Log.

Step 4: Configure CRM and Task Outputs

Send leads to your CRM stack and create internal tasks for sales teams.

1. In Upsert HubSpot Contact, keep Email as {{ $('Transform Sign-in Payload').item.json.email }} and ensure Authentication is set to appToken.
2. In Post to Follow Up Boss, set URL to https://api.followupboss.com/v1/people, Method to POST, and Authentication to httpBasicAuth. Keep body fields like email → {{ $json.email }} and source → SignSnap Home {{ json.propertyAddress }}.
3. In Create Monday Item, set Name to {{ $json.firstname }} {{ $json.lastname }} - {{ $json.propertyAddress }}, Board ID to [YOUR_ID], and Group ID to topics.
4. In Create Day-7 Task, confirm Resource is task and Authentication is appToken.
5. Credential Required: Connect your hubspotAppToken credentials in Upsert HubSpot Contact and Create Day-7 Task.
6. Credential Required: Add credentials for Post to Follow Up Boss using HTTP Basic Auth.
7. Credential Required: Add credentials for Create Monday Item to connect your Monday.com account.

Append Master Log Sheet outputs to Upsert HubSpot Contact, Post to Follow Up Boss, and Create Monday Item in parallel.

Step 5: Configure Follow-up Messaging and Delays

Send timed follow-ups based on eligibility and record each touchpoint.

1. In Evaluate Follow-up Eligibility, confirm the condition uses {{ $('Transform Sign-in Payload').item.json.qualifiesForFollowUp }} with the true operator.
2. Set Pause Two Days to wait 2 (days) before sending SMS.
3. In Send Day-2 SMS, set To to {{ $('Transform Sign-in Payload').item.json.phone }}, From to [YOUR_ID], and keep the message template as provided.
4. Set Delay Three Days to Unit days and Amount 3, then send the update in Email Day-5 Update with Subject Market Update and To Email {{ $json.email }}.
5. Set Delay Final Two Days to Unit days and Amount 2 before creating the day-7 task.
6. Credential Required: Add credentials for Send Day-2 SMS to connect your Twilio account.
7. Credential Required: Add credentials for Dispatch Thank-You Email and Email Day-5 Update to send emails from your SMTP or email provider.

Pause Two Days → Send Day-2 SMS → Record SMS Activity → Delay Three Days → Email Day-5 Update → Record Email Activity → Delay Final Two Days → Create Day-7 Task.

Step 6: Add Error Handling for Missing Emails

Capture incomplete leads for manual review when email is missing.

1. In Flag Missing Email, set error_reason to No email and guest_name to {{ $json.firstname }} {{ $json.lastname }}.
2. Ensure Append Error Log appends Timestamp → {{ $now.toISO() }} and writes to the Errors sheet.

Validate Email Presence routes non-email records to Flag Missing Email → Append Error Log.

Step 7: Test & Activate Your Workflow

Run a full test to confirm each branch, delay, and output action works.

1. Click Execute Workflow and send a sample POST request to Inbound Webhook Trigger with test lead data.
2. Verify that Append Master Log Sheet receives a new row and Dispatch Thank-You Email sends a message.
3. Confirm the parallel CRM actions trigger: Upsert HubSpot Contact, Post to Follow Up Boss, and Create Monday Item.
4. Check that follow-up timing flows through Pause Two Days, Delay Three Days, and Delay Final Two Days, and that activity is logged in Record SMS Activity and Record Email Activity.
5. Turn on the workflow with the Active toggle once tests succeed.