Automated Solar Lead Qualification and Response System

This n8n workflow automates the process of qualifying solar energy leads based on their utility bills, streamlining the intake, evaluation, and follow-up steps. It begins with a webhook trigger that receives incoming lead data, primarily their utility bill. The workflow then uploads this bill to Google Drive, makes it viewable, and generates a shareable link. The lead’s data, along with the bill link, is saved into a Google Spreadsheet for record-keeping. The system then evaluates the lead’s qualification criteria through a code node, which checks predefined requirements. Depending on the evaluation, the workflow branches: qualified leads receive an acceptance email, while unqualified leads get a rejection email, both sent via Gmail integrations. It also updates the qualification status directly in the spreadsheet, ensuring all data is current. Practical scenarios for this workflow include solar sales companies wanting to automate lead intake, qualification, and follow-up communication, improving efficiency and response times.