Automate Solar Lead Management with Google Sheets and Gmail
Streamline solar lead qualification and follow-ups by capturing leads via webhook, storing data in Google Sheets, and sending personalized emails through Gmail.
This n8n workflow automates the solar lead qualification process by capturing lead information through a webhook, securely storing utility bill documents in Google Drive, and evaluating leads based on specific criteria such as homeownership status, credit score, and roof conditions. Qualified leads receive a congratulatory email, while disqualified ones are informed with suggestions for improvement. This system ensures efficient lead management and consistent follow-up, centralizing all lead dat
- Platform
- n8n
- Category
- Business Operations & ERPs
- Price
- $14.99
- Creator
- Olivia Nguyen
- if
- code
- gmail
- webhook
- function
- stickyNote
- googleDrive
- googleSheets
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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