a Complete Email CRM with Google Sheets & MailerSend Buildout Workflow

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

✉️ Automate MailerSend Email (Google Sheets) 🌐 Overview This workflow converts Google Sheets into a full Email CRM — no HubSpot or Customer.io needed! It automates segmentation, sending, validation, and delivery tracking using: ✅ Google Sheets → CDP + Email Performance DB ✅ MailerSend → Email Template Delivery ✅ AlekSystem → Automation + Logic + Scheduling It automatically: • Reads subscribers from a selected segment sheet • Validates email + checks for disposable domains • Sends a MailerSend email template • Updates send status + delivery result in Sheets Perfect for onboarding emails, promo campaigns, retention flows, newsletters & more! ✅ Key Features • 🎯 Unlimited audience segments • 🚫 Deduplication system per execution • 🛡️ Disposable email filtering • 🔄 Automatic recurring runs (every 30 minutes) • 🧩 Template-based personalization (name, codes, journey) • 📊 Real-time delivery tracking + analytics-ready data • 🔐 Zero CRM vendor lock-in 📊 Database Sheets (Google Sheets Required) Use this database template: 🔗 https://docs.google.com/spreadsheets/d/17KqltP-NqchPhZV7gk6QToqCZX6IiA5EBkDCBNsIX_0/edit?usp=sharing | Sheet Name | Purpose | Required Fields | |-----------|---------|----------------| | template | Campaign configuration | Id, template_name, journey, type, type_template_id, discount_code | | segment1 / segment2 | Audience lists | user_id, email, first_name, number | | transaction | Status + results history | user_id, status, sent_result, sent_at, template_name | transaction | CreatedAt | UpdatedAt | user_id | email | number | first_name | status | database_id | type | template_id | type_template_id | template_name | journey | discount_code | gift_code | |----------------------------------|----------------------------------|-----------------|------------------------|-------------|------------|------------|-------------|------|-------------|-------------------|-----------------|---------|---------------|-----------| | 2025-10-25T13:11:41.567-04:00 | 2025-10-25T13:11:41.567-04:00 | uid_0000000001 | nimasalimi42@gmail.com | 9362000000 | Liam | 1-sending | segment1 | email | 1 | v28xxl2sq8dg785k | SMS-TEST | Test | disxxx | | | 2025-10-25T13:11:41.567-04:00 | 2025-10-25T13:11:41.567-04:00 | uid_0000000002 | user2@gmail.com | 9362000001 | Noah | 1-sending | segment1 | email | 1 | v28xxl2sq8dg785k | SMS-TEST | Test | disxxx | | | 2025-10-25T13:11:41.567-04:00 | 2025-10-25T13:11:41.567-04:00 | uid_0000000003 | user3@gmail.com | 9362000002 | Oliver | 1-sending | segment1 | email | 1 | v28xxl2sq8dg785k | SMS-TEST | Test | disxxx | | template | Id | template_name | journey | database_id | type | type_template_id | discount_code | gift_code | |----|---------------------------|----------------|-------------|------|-------------------|---------------|-----------| | 3 | Order-Confirmation | Order | segment3 | email | v28xxl2sq8dg785k | discount2 | | | 4 | Shipping-Notification | Notification | segment4 | email | v28xxl2sq8dg785c | discount3 | | | 5 | Add-to-Cart-day1 | Add-to-Car | segment5 | email | v28xxl2sq8dg785d | discount4 | | | 6 | Welcome-New-Customer | Welcome | segment6 | email | v28xxl2sq8dg785s | discount5 | | | 7 | Churn-Pro-Plan | Churn | segment7 | email | v28xxl2sq8dg785g | proxc | | | 8 | Churn-Pro-Plan-1day-ago | Churn | segment8 | email | v28xxl2sq8dg785h | | shipx | segment1 | user_id | email | number | first_name | database_id | |-----------------|-------------------------|--------------|------------|-------------| | uid_0000000001 | nimasalimi42@gmail.com | 09362000000 | Liam | segment1 | | uid_0000000002 | user2@gmail.com | 09362000001 | Noah | segment1 | | uid_0000000003 | user3@gmail.com | 09362000002 | Oliver | segment1 | | uid_0000000004 | user4@gmail.com | 09362000003 | Elijah | segment1 | | uid_0000000005 | user5@gmail.com | 09362000004 | James | segment1 | 📌 Add more segments simply by creating new sheets (segment3, segment4...) 📌 Change campaign by updating template_id in Setup Flow node 👤 Who’s it for? • Ecommerce email retention teams • SaaS CRM automation operators • Digital marketing & lifecycle pros • Agencies running multi-brand campaigns • No-code builders who want scalable CRM logic ⚙️ Automations Included Flow 1 — Insert Users (Triggered on schedule) • Pull users from selected segment tab • Insert into transaction sheet • Status: 0-processing → 1-sending • Prevent duplicate sending ✅ Flow 2 — Send Emails (Runs every 30 min) • Selects “ready” users (1-sending) • Checks: Missing email → 3-no-email Disposable → 4-disposal-email • Sends via MailerSend template ID in sheet • Updates status → 2-sent + message result 🎯 Your entire CRM sending logic runs automatically every day 🧠 Personalization Support Available merge-fields: • first_name • discount_code • gift_code (Modify jsonBody to add more!) 🔐 MailerSend Setup Required Inside MailerSend node: Replace “info@example.com” with your verified sender email ✅ You must: ✔ Verify domain ✔ Approve sender email ✔ Copy correct template ID → Google Sheet 💡 Optional Enhancements • Slack alerts for failed sends • Connect Looker Studio for dashboards • Add SMS / WhatsApp parallel flows • A/B test templates by duplicating rows • Add AI for subject optimization or copy rewrite 📺 Connect With Me More workflows, CRM strategy & AI marketing automation 👇 LinkedIn: https://linkedin.com/in/nima-salimi-a655a6231 Follow & ⭐️ this template if it helped you 🚀

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