Automate Solar Lead Qualification & Follow-ups with Google Sheets and Gmail

Note: This template is designed for both self-hosted and cloud-based n8n instances. The workflow image above shows the complete automation flow.

This n8n workflow automates the entire solar lead qualification process - from capturing lead information through a webhook, storing data in Google Sheets, evaluating qualification criteria, and sending personalized email follow-ups based on qualification status.

Who is this for?

This workflow is designed for:

• Solar installation companies
• Solar sales teams
• Renewable energy consultants
• Lead generation specialists in the solar industry

What problem does this workflow solve?

Managing solar leads efficiently can be challenging. This workflow solves several key pain points:

• Time-consuming manual lead qualification: Automatically evaluates leads against predefined criteria
• Inconsistent follow-up: Ensures every lead receives a timely, personalized response
• Document management: Securely stores and shares utility bill documents
• Lead tracking inefficiency: Centralizes lead data in Google Sheets with qualification status

What this workflow does

This workflow creates a complete solar lead management system that:

1. Captures lead information through a webhook endpoint
2. Securely stores utility bill uploads in Google Drive
3. Records all lead data in Google Sheets
4. Automatically evaluates leads based on three qualification criteria:
   • Homeownership status
   • Credit score (must be 650+)
   • Absence of trees on roof
5. Updates qualification status in the Google Sheet
6. Sends personalized email follow-ups based on qualification status:
   • Qualified leads receive a congratulatory email with next steps
   • Disqualified leads receive helpful information about why they didn't qualify and suggestions for remediation