Google Sheets Integration
Documents & TransactionsWhat It Does
Google Sheets is the universal operational backbone for real estate professionals who need flexible, collaborative data management without the rigidity of purpose-built software. While CRMs handle contact relationships, Sheets excels at financial tracking, comparative market analysis, transaction coordination, and team performance dashboards. Real estate agents use Sheets for commission calculators that account for splits and referral fees, listing trackers that monitor days on market and price changes, and closing checklists that ensure every step from contract to keys is completed.
Why Real Estate Professionals Use It
Real estate operations generate mountains of data that need to be tracked, calculated, and shared across team members—but don't require the overhead of enterprise software. Commission splits involve complex math (agent percentage, brokerage cut, referral fees, transaction coordinator share) that changes per deal. Google Sheets lets you build custom calculators that agents update with deal details, and formulas instantly compute everyone's payout. When deals close, this data flows into monthly summaries showing YTD earnings, tax withholding, and projected annual income.
AI Solutions for Documents
CTO's Guide to AI Implementation
Security, compliance, and vendor evaluation frameworks for AI operations
AI Transaction Coordinator
Automate document collection, deadline tracking, and stakeholder updates
Commission & Pipeline Tracker
Real-time dashboard showing deal progress and expected commissions
Key Features for Real Estate
Discover how Google Sheets powers real estate automation workflows
Real-Time Collaboration for Team Tracking
Multiple team members can view and edit the same spreadsheet simultaneously. Changes sync instantly across devices. Comment threads let team members discuss specific deals or data points.
Transaction coordinators, listing agents, and buyer agents all work in the same closing checklist, updating status in real-time. No more emailing versions back and forth or wondering who has the latest data.
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Automation Workflows
Ready-to-deploy workflows powered by Google Sheets + NextAutomation
Automatic Lead Capture to Master Tracker
When a lead submits a form on your website, fills out an open house signup, or sends an inquiry email, the system automatically parses the data and appends a new row to your master leads tracker in Google Sheets. This includes lead source, contact info, property interest, and timestamp. A Slack notification alerts the assigned agent.
1Form submission or email received by n8n webhook
2Extract lead data: name, email, phone, property interest, lead source
3Enrich with additional context (e.g., IP location, referring URL)
4Append new row to 'Master Leads Tracker' Google Sheet with timestamp
All leads from every source (website, open houses, Facebook ads, referrals) flow into one centralized Sheet. Agents have a single view of all prospects with source attribution, making it easy to track which marketing efforts generate results. No manual data entry required.
Triggers & Actions
Connect Google Sheets to your workflows with powerful triggers and actions
Triggers
New Row Added
Fires when a new row is appended to a specified Google Sheet (often from a Google Form submission or manual entry).
When a new lead is manually added to your 'Cold Leads' sheet, trigger an n8n workflow that sends a welcome email and adds them to a nurture sequence.
Row Updated
Fires when any cell in a row is modified (e.g., deal status changed, commission amount updated).
When transaction coordinator marks 'Appraisal' as complete in closing checklist, trigger Slack notification to agent that next step (final walkthrough) can be scheduled.
Spreadsheet Created
Fires when a new Google Sheet is created in a specific folder or Drive location.
When agent creates a new listing presentation Sheet from template, automatically populate it with standard disclaimers and branding elements.
Cell Value Changed to Specific Value
Fires when a particular cell reaches a specific value (e.g., 'Deal Status' cell changes to 'Closed').
When 'Status' column in commission tracker changes to 'Paid', send confirmation email to agent with payment details.
Actions
Append Row
Adds a new row to the bottom of a specified Google Sheet with provided data.
When new lead captured from Facebook Lead Ads, append row to master leads tracker with name, email, property interest, and lead source.
Update Row
Modifies specific cells in an existing row (identified by row number or lookup criteria).
When deal closes in CRM, find the row in commission tracker (by deal ID) and update 'Status' to 'Closed', 'Close Date' to today, and recalculate commission.
Create Spreadsheet
Creates a new Google Sheet with specified name and optional template data.
When new quarter begins, create a fresh 'Q2 2024 Commission Tracker' Sheet pre-populated with agent names and formula columns.
Get Range
Retrieves data from a specified cell range (e.g., A2:E100) for processing in workflows.
Every Monday, retrieve all rows from 'Active Deals' sheet and generate a summary report for brokerage management showing deals by status.
Clear Range
Deletes data from a specified cell range without deleting the rows themselves.
At the end of each month, clear the 'Weekly Activity' range in agent performance tracker to reset for the new month.
Format Cells (Conditional Formatting)
Applies formatting rules to cells based on their values (colors, fonts, borders).
After updating deal tracker, apply conditional formatting: green for deals closing this week, yellow for deals in due diligence, red for deals past target close date.
Setup Guide
Get started in approximately 10 minutes for basic setup; 30 minutes to create templates and first workflow
Prerequisites
- Google account with access to Google Sheets
- Google Cloud Project with Sheets API enabled (for n8n connection)
- Service account credentials JSON file or OAuth2 credentials
- n8n instance (cloud or self-hosted) with Google Sheets node available
Enable Google Sheets API in Google Cloud Console
Go to console.cloud.google.com, create a new project (or use existing), navigate to 'APIs & Services' → 'Library', search for 'Google Sheets API', and click Enable. This allows n8n to access your Sheets programmatically.
Name your project something recognizable like 'Real Estate Automation' so you can find it easily later when managing credentials.
Create Service Account and Download Credentials
In Google Cloud Console, go to 'APIs & Services' → 'Credentials' → 'Create Credentials' → 'Service Account'. Name it 'n8n-sheets-access', grant it 'Editor' role. After creation, click on the service account, go to 'Keys' tab, 'Add Key' → 'JSON'. Download the JSON file—this is your authentication credential for n8n.
Save the JSON file securely. You'll upload it to n8n once. If you lose it, you'll need to generate a new key (old one can't be re-downloaded).
Share Your Google Sheets with Service Account Email
Open the JSON credentials file and find the 'client_email' field (looks like 'n8n-sheets-access@project-id.iam.gserviceaccount.com'). Copy this email. In Google Sheets, open the spreadsheet you want n8n to access, click 'Share', paste the service account email, and grant 'Editor' permissions.
You must share EACH Sheet that n8n will access. Create a 'Real Estate Automation' folder in Google Drive, share the entire folder with the service account, and all Sheets inside inherit access.
Connect Google Sheets to n8n
In n8n, create a new workflow and add a Google Sheets node. Click 'Create New Credentials' → 'Service Account'. Upload the JSON credentials file downloaded earlier. Test the connection by adding a 'Google Sheets' node set to 'Append' and pointing to your test Sheet—execute the workflow to verify data is written.
Save credentials as 'Google Sheets - Service Account' to reuse across workflows. Service account auth is simpler than OAuth for automation (no manual re-authentication needed).
Create Template Sheets for Common Real Estate Tasks
Build reusable templates: 'Master Leads Tracker' (columns: Date, Name, Email, Phone, Source, Status), 'Commission Calculator' (columns: Deal, Sale Price, Commission %, Agent Split %, Net Commission), 'Closing Checklist' (rows for each milestone with checkboxes), 'Comp Analysis Template' (sold prices, DOM, price/sqft calculations).
Use the first row for column headers, start data in row 2. This makes n8n's 'Append Row' action work cleanly. Format headers with bold and freeze the top row for easy navigation.
Build Your First Automation: Lead Capture to Sheet
In n8n, create a workflow: Webhook (receives form submissions) → Extract lead data → Google Sheets 'Append Row' (add to Master Leads Tracker) → Slack notification. Test by manually triggering the webhook with sample lead data.
Start simple: just append name and email. Once working, expand to include lead source, property interest, and scoring logic. Prove the concept before building complexity.
Set Up Conditional Formatting for Status Tracking
In your Google Sheet, select the 'Status' column, go to Format → Conditional Formatting. Create rules: if cell = 'Hot Lead', background green; if cell = 'Cold', background gray; if cell = 'Closed Won', background blue. This visual coding makes status instantly readable.
Use data validation (Data → Data Validation → List of items) to restrict 'Status' to predefined values like 'New, Contacted, Qualified, Cold, Closed Won, Closed Lost'. Prevents typos and makes filtering reliable.
Test Data Flow End-to-End
Submit a test lead through your form, watch it appear in Google Sheets, verify Slack notification arrives, check that formulas (if any) calculate correctly. Adjust column mappings in n8n if data lands in wrong columns.
Do 3-5 test submissions with varied data (different lead sources, edge cases like missing phone numbers) to ensure the workflow handles all scenarios gracefully.
Frequently Asked Questions
Common questions about Google Sheets integration
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