Mohamed Elghannam

Section 02 of 09

Automations catalogue

Tools behind this sectionCRM and automation tools

Where a lead is stored, routed and followed up. The CRM holds the record; n8n does the work between systems; Zapier and Apps Script fill the gaps.

  • GoHighLevel

    What it does
    CRM with contacts, opportunities, pipelines, workflows and WhatsApp.
    How I use it
    Single home for every lead at Salsabeel. n8n writes contacts and opportunities into it; stage changes flow back out as conversion events.
    For a developer
    One pipeline the sales manager can trust, with every enquiry assigned and visible.

  • Bitrix24

    What it does
    CRM and telephony suite.
    How I use it
    Brokerage CRM at Ahyan and Imkan: lead scoring, routing and AI callbacks on new leads.
    For a developer
    Fast first contact on portal and paid leads without extra headcount.

  • HubSpot

    What it does
    CRM with email and marketing automation.
    How I use it
    Nurture and lifecycle workflows at Ava and Imkan, fed by paid-social and portal leads.
    For a developer
    Leads that are not ready today keep receiving relevant follow-up.

  • n8n

    What it does
    Self-hosted workflow automation with code steps, data tables and agents.
    How I use it
    About 45 workflows: intake, router, server-side events, budget pacing, reports, coach. Every change is versioned with a rollback ID.
    For a developer
    Custom lead operations without per-task fees, and the data stays on the company’s own instance.

  • Zapier

    What it does
    Hosted no-code automation.
    How I use it
    Bridges for TikTok and Snapchat lead forms into the CRM and stage-change events back to Meta, being moved into n8n step by step.
    For a developer
    A channel goes live in hours, then moves to cheaper infrastructure once it proves itself.

  • Google Apps Script

    What it does
    Scripting for Google Sheets and Workspace.
    How I use it
    Lead-scoring workbook synced across seven sheets, an Arabic summary for the sales team, and a bridge into n8n.
    For a developer
    Management reporting in a format sales already uses, with no new software to buy.

How they work together

Leads enter from forms, n8n validates and routes them into the CRM, and stage changes go back out.CaptureAutomateSellAd forms and websiteMeta, TikTok, Snapchat, siteZapierTikTok and Snap bridgesn8nvalidate, route, scoreApps Script and Sheetsscoring, sales summaryGoHighLevelcontact, opportunity, repStage changesback to ads as events

Leads enter from forms, n8n validates and routes them into the CRM, and stage changes go back out. Silent 10-second loop. Highlights follow the order the work actually happens.

02Automations catalogue

Around 45 n8n workflows and 50 data tables run on a self-hosted instance. The ones below are the backbone. Each has a rollback version recorded before any change, and none sends a message to a customer except the Instagram reply, which was an explicit decision.

Lead Router

Live
Purpose
One router for every paid channel: writes attribution and consent fields, sets the project, opens the opportunity in New, round-robins to active reps, rotates the WhatsApp line weekly, tags A/B form variants and non-buyers.
Trigger
CRM webhook on contact created / form submitted
Data
router_log, intake_config
Guardrails
Duplicate block, excluded reps, test contacts skipped, no customer messaging
n8n editor canvas of the Lead Router workflow
Real workflow (sensitive values hidden)

Website Lead Intake

Live
Purpose
Receives the Worker payload, normalises fields, labels organic vs campaign source from UTMs, applies first-touch attribution (365-day window) and fires the server-side Lead event asynchronously.
Trigger
Worker webhook (header secret)
Data
lead_capi_keys, intake_config
Guardrails
Turnstile and honeypot upstream, rate limit, dedupe, header auth

CAPI funnel

Live
Purpose
Server-side PageView, ViewContent and Lead to Meta, TikTok, Snapchat and GA4 with the pixel’s event_id; stage changes become CRM conversion events; TikTok lead IDs synced every 15 minutes.
Trigger
Beacon webhook + schedule every 10 min
Data
capi_event_log, lead_capi_keys, fact_lead
Guardrails
Hashed identifiers only, 12-month purge, event-name validation (fixed a dataset that had names mapped as events)
n8n editor canvas of the CAPI funnel workflow
Real workflow (sensitive values hidden)

Signal Thermometer

Live, CRM writes under verification
Purpose
Turns site browsing, form activity and conversation signals into a per-contact temperature tier so reps call the warmest leads first.
Trigger
Async calls from browse events, lead intake and the realtime coach
Data
signal_events, signal_state
Guardrails
Secret header, writes only two CRM fields (tier, last signal time), no scoring from customer PII
n8n editor canvas of the Signal Thermometer workflow
Real workflow (sensitive values hidden)

BOF Payment Sheet

Live (v2)
Purpose
Generates a bilingual payment-plan sheet (PDF A4 and 1080×1350 PNG) for a specific unit and lead, stored on the contact and emailed to the manager for the rep to send.
Trigger
Rep request from the CRM
Data
price_sheet
Guardrails
Header auth, rendered by Cloudflare Browser Rendering, never sent to the customer by the system, approved prices only
n8n editor canvas of the BOF Payment Sheet workflow
Real workflow (sensitive values hidden)

Weekly KPI report

Live
Purpose
Monday email: spend and leads by channel, Verified CPL, SLA buckets, permit tracker, channel policy, why-it-moved notes and the A/B form section with an n<50 guard.
Trigger
Schedule, Monday 09:00
Data
fact_ad_daily, fact_lead
Guardrails
Reads only, no judgement below sample size
n8n editor canvas of the Weekly KPI report workflow
Real workflow (sensitive values hidden)

Meta budget pacing engine

Live (writes approved)
Purpose
Paces the monthly budget across a 1–20 day flight, moves daily budgets by performance, pauses when the budget is spent and re-activates on day 1. Rules in the next section.
Trigger
Schedule, daily 07:10
Data
budget_engine_log, plan_budget
Guardrails
±20% daily clamp, kill-switch, 7-day learning freeze, manual freeze list, dry-run mode, email of every decision

Instagram comment → DM

Live, awaiting Meta App Review for full scope
Purpose
Replies to a qualifying comment with a DM, creates the CRM contact from the Instagram ID and labels it organic–instagram.
Trigger
Meta webhook on comment
Data
ig_comment_dm_rules, ig_comment_dm_log, ig_dm_suppress
Guardrails
Rules table, suppression list, token refresh check; the only automated customer message in the system, by decision

Monthly market read

Running
Purpose
A monthly read of the Bayut price index for Ajman, typed into the market-intel table from the browser, because the portal blocks automated fetching. Rows wait as pending review until verified.
Trigger
Manual, monthly
Data
market_intel
Guardrails
Only verified rows reach the coach and copilot; no scraping

Also running

  • Nurture A/B/C and re-activation as rep-assist: the rep receives the phone, a summary and a suggested message, and sends it.
  • Not-interested auto-close from WhatsApp text and rep notes, with the lost reason set automatically.
  • Rep nudges in daily batches, 24/40-hour warnings and 48-hour redistribution of idle leads.
  • Conversation intelligence: AI reads rep–customer threads, writes CRM notes and proposes stage moves.
  • Realtime and daily sales coach, sales knowledge bot, objections corpus every weekend, weekly lead scoring tags.
  • Creative-fatigue watcher, Meta↔CRM reconciler, alert sink, error trigger, Monday health check.
  • Ops Console API, ads spend sync (Meta, TikTok, Snap), Won/Lost sync, content factory (drafts only), competitor-ads analyzer.

Earlier captures, 3 October 2026

From the first portfolio. Account identifiers and campaign names are pixelated.

n8n workflow: webhook, contact upsert, round-robin, opportunity, response and WhatsApp notification
Real workflow (sensitive values hidden) First website-intake workflow: webhook → CRM contact → round-robin → opportunity → reply → WhatsApp alert, with two error branches
GoHighLevel workflow list
Real workflow (sensitive values hidden) GoHighLevel: Facebook and TikTok lead workflows with weekly reporting, published
Zapier list of lead and conversion Zaps; campaign names pixelated
Real workflow (sensitive values hidden) Zapier: TikTok and Snapchat leads into the CRM with WhatsApp alerts, and Meta conversion events on stage change

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