Automate Solar Lead Qualification & Follow-ups with Google Sheets & Gmail
Captures solar leads via webhook, stores data in Google Sheets & Drive, auto-qualifies based on criteria like credit score & homeownership, and sends personalized Gmail follow-ups.
This n8n workflow automates the solar lead qualification process from end-to-end. It starts with a webhook that captures lead information, including utility bill uploads, securely stores files in Google Drive, and logs all data into a Google Sheet. The workflow then evaluates leads against key criteria: homeownership status, credit score (650+), and absence of roof trees, determining qualification status automatically.
Benefits include eliminating manual qualification, ensuring consistent and timely follow-ups, centralizing lead tracking, and reducing time spent on low-quality leads. It saves hours per week for sales teams by handling data entry, evaluation, and communication seamlessly with Google integrations.
Ideal for solar installation companies, sales teams, renewable energy consultants, and lead gen specialists. Use cases: streamline inbound leads from forms, qualify prospects instantly, nurture qualified leads with congratulatory emails, and reject unqualified ones politely while updating CRM sheets for reporting.
Setup requires Google Sheets, Drive, and Gmail credentials. Compatible with self-hosted or cloud n8n.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
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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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