2-WAY SYNC ARCHITECTURE (Sheet <-> CRM)
===============================================================

  DIRECTION 1: SHEET -> CRM (New Lead Capture)
  ├── Trigger: New row added to Google Sheet
  ├── Filter: Only sync if score > 70 (high-intent)
  ├── Action: Create contact in CRM (or second Sheet)
  ├── Action: Send Slack/WhatsApp notification to sales team
  └── Update: Set original row status to "Synced"

  DIRECTION 2: CRM -> SHEET (Status Updates)
  ├── Trigger: Deal status changes in CRM
  │   (e.g., "Contacted" -> "Meeting Booked" -> "Won")
  ├── Action: Find matching row in Google Sheet
  ├── Update: Set status column to new value
  └── Log: Append timestamp to "Last Updated" column

  THE CONTINUOUS LOOP:
  New lead -> Sheet -> Filter -> CRM + Alert -> Status update
       ^                                            |
       |____________________________________________|
       (CRM status change flows back to Sheet)

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GOOGLE SHEETS TRIGGER CONFIGURATION
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  Node: Google Sheets Trigger
  Operation: Watch for new rows
  Spreadsheet: [Your lead tracking sheet]
  Sheet: "Leads" (or whatever your intake tab is named)
  Poll interval: Every 1 minute

  IMPORTANT SETTINGS:
  ├── "Trigger on": Row Added (not Row Updated)
  ├── "Include empty values": No
  └── "Columns to return": All (or specify: Name, Email, Score)

  EXPECTED SHEET STRUCTURE:
  | Name | Email | Phone | Score | Status | Source | Date |
  |------|-------|-------|-------|--------|--------|------|
  | Ali  | ali@  | 0300  | 85    | New    | LinkedIn | ... |
  | Zara | zara@ | 0321  | 72    | New    | Upwork   | ... |

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FILTER CONFIGURATION
===============================================================

  Condition: $json.Score > 70

  WHY FILTER:
  ├── Your CRM (or second Sheet) should only contain
  │   leads worth your sales team's time
  ├── Low-score leads stay in the intake sheet
  │   for monthly review and re-scoring
  ├── This prevents CRM bloat and keeps follow-up
  │   focused on high-conversion prospects
  └── Threshold of 70 is adjustable per client

  ROUTING LOGIC:
  Score 80-100 -> "Hot Leads" CRM tab + immediate WhatsApp alert
  Score 70-79  -> "Warm Leads" CRM tab + weekly batch follow-up
  Score 0-69   -> Stay in intake sheet (nurture list)

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CRM SHEET CONFIGURATION
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  Operation: Append or Update
  Match column: Email (unique identifier)
  Sheet: "CRM Pipeline"

  COLUMN MAPPING:
  | CRM Column | Source Expression | Notes |
  |-----------|------------------|-------|
  | Name | {{$json.Name}} | Direct pass-through |
  | Email | {{$json.Email}} | Used as match key |
  | Phone | {{$json.Phone}} | Normalize first |
  | Score | {{$json.Score}} | From AI scoring |
  | Status | "New" | Will be updated later |
  | Assigned To | {{$json.Score > 85 ? "Owner" : "Team"}} | Auto-assignment |
  | Created Date | {{new Date().toISOString()}} | Timestamp |
  | Follow-up Date | {{new Date(Date.now() + 86400000).toISOString()}} | +24 hours |

  "APPEND OR UPDATE" vs "APPEND":
  ├── "Append" always adds a new row (creates duplicates)
  ├── "Append or Update" checks the match column first
  ├── If email exists -> update the existing row
  ├── If email doesn't exist -> add new row
  └── ALWAYS use "Append or Update" with Email as match key

===============================================================

// WhatsApp alert message (via WATI HTTP Request)
// For hot leads (score 80+):
`Naya HOT lead!
Name: ${$json.Name}
Company: ${$json.Company || 'N/A'}
Score: ${$json.Score}/100
Phone: ${$json.Phone}
Source: ${$json.Source}

Abhi call karo — yeh convert hoga!`

Google Sheets Update:
  Operation: Update Row
  Match column: Email
  Update column: Status -> "Synced to CRM"
  Update column: Sync Date -> {{new Date().toLocaleString('en-PK')}}

GOOGLE SHEETS API LIMITS (2026)
===============================================================

  FREE TIER LIMITS:
  ├── 300 requests per minute per project
  ├── 60 requests per minute per user
  └── Sufficient for most Pakistani businesses

  WHEN YOU HIT LIMITS:
  ├── Error: "429 Too Many Requests"
  ├── Cause: Processing 100+ leads simultaneously
  ├── Solution 1: Add "Wait" node (2 seconds) between operations
  ├── Solution 2: Use "Batch Update" instead of row-by-row
  └── Solution 3: Reduce poll interval to every 5 minutes

  BATCH UPDATE STRATEGY:
  ├── Collect all new rows in a single execution
  ├── Use the "Spreadsheets" node with "Batch Update" operation
  ├── Send all updates in one API call instead of N calls
  ├── Result: 100 leads = 1 API call instead of 100
  └── Required when syncing 10,000+ leads/month

  PRACTICAL LIMITS FOR PAKISTANI AGENCIES:
  | Volume | Poll Interval | Method | API Calls/Month |
  |--------|-------------|--------|-----------------|
  | 50 leads/month | Every 1 min | Row-by-row | ~100 |
  | 500 leads/month | Every 2 min | Row-by-row | ~1,000 |
  | 5,000 leads/month | Every 5 min | Batch update | ~500 |
  | 50,000+ leads/month | Every 15 min | Batch + queue | ~300 |

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REVERSE SYNC WORKFLOW
===============================================================

  Trigger: Google Sheets Trigger on "CRM Pipeline" sheet
  Condition: Status column changed (compare with previous value)

  Action 1: Find matching row in "Leads" intake sheet
    -> Google Sheets Search: match on Email column

  Action 2: Update status in intake sheet
    -> Set Status = new CRM status
    -> Set Last Updated = current timestamp

  Action 3: Conditional notifications
    IF new status = "Meeting Booked":
      -> WhatsApp: "Meeting booked with [Name]! Prepare pitch deck."
    IF new status = "Deal Won":
      -> WhatsApp: "DEAL WON! [Name] — PKR [Amount]"
      -> Gmail: Send thank-you email to client
    IF new status = "Lost":
      -> Move to "Lost Leads" sheet for quarterly analysis

===============================================================

Score 80+ AND City = DHA/Clifton -> Senior Agent (Bilal)
Score 80+ AND City = Other       -> Senior Agent (Ahmed)
Score 60-79                      -> Junior Agent (Sara)
Score < 60                       -> Nurture list (automated email)