Automated Solar Lead Qualification and Nurturing
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This n8n workflow fully automates the solar lead qualification process, from initial form submission and utility bill upload to intelligent qualification based on custom criteria. It streamlines data management in Google Sheets and delivers personalized email responses, ensuring efficient lead handling and improved conversion rates.
About This Workflow
Streamline your solar sales pipeline with this comprehensive automation. This workflow kicks off when a new lead submits a form, automatically capturing their information and crucial utility bill uploads. It securely stores documents in Google Drive, makes them accessible, and logs all lead data into a Google Sheet. The intelligence of this workflow lies in its ability to detect new leads from the sheet, apply custom qualification criteria using a code node, and update the lead's status. Finally, it dispatches tailored acceptance or rejection emails via Gmail, keeping your leads informed and your sales team focused on high-potential prospects without manual intervention.
Key Features
- End-to-End Lead Capture: Automatically ingests new leads from web forms, including direct utility bill uploads.
- Centralized Data Management: Securely saves lead details and associated documents to Google Sheets and Google Drive.
- Intelligent Lead Qualification: Applies custom business logic to assess lead viability, eliminating manual review.
- Automated Email Communication: Sends personalized acceptance or rejection emails based on qualification status, enhancing lead nurturing.
- Real-time Status Updates: Instantly updates lead qualification status in your Google Sheet for immediate team visibility.
How To Use
- Configure Webhook ([STEP 1]): Set up the Webhook node to receive submissions from your chosen lead capture form (e.g., your website's contact form, Typeform, etc.).
- Connect Google Drive ([STEP 2], [STEP 3]): Authenticate your Google Drive account. Specify the folder where utility bills should be uploaded and configure permissions to make them viewable.
- Integrate Google Sheets ([STEP 5], [STEP 6], [STEP 8]): Provide your Google Sheets credentials and specify the spreadsheet and sheet name where lead data will be stored and updated. Ensure the Google Sheets Trigger is linked to the same sheet for new lead detection.
- Customize Qualification Logic ([STEP 7]): Modify the 'Check Qualification Criteria' Code node to implement your specific business rules for lead qualification (e.g., minimum energy consumption, location, property type).
- Set Up Gmail ([STEP 10A], [STEP 10B]): Connect your Gmail account and customize the acceptance and rejection email templates with your branding and relevant information.
Apps Used
Workflow JSON
{
"id": "acb95d76-4778-48a8-bbc9-d2573c4f62c9",
"name": "Automated Solar Lead Qualification and Nurturing",
"nodes": 26,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: acb95d76-4778...
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