This n8n workflow automates the process of qualifying solar energy leads submitted via a web form. It streamlines data collection, document management, lead qualification, and communication, making it ideal for solar companies seeking efficient lead processing.
The workflow begins with receiving a lead submission through a webhook, which then triggers the upload of the customer’s utility bill to Google Drive. The bill is made viewable, and a shareable link is generated automatically via a custom function node.
Next, the lead data, along with the bill link, is saved into a Google Sheets spreadsheet for record-keeping. The workflow includes a trigger to detect new entries, which prompts a qualification check based on predefined criteria (such as bill amount, energy usage, or other parameters).
Leads are marked as qualified or unqualified in the spreadsheet. Depending on the qualification status, the system sends an automated acceptance or rejection email through Gmail nodes, keeping prospects informed.
This automation improves sales efficiency, enhances lead management, and provides timely communication—crucial for customer engagement in the competitive solar industry.
Practical use cases include solar lead intake forms, documentation validation, and automated follow-up email dispatch, all integrated seamlessly to save time and reduce manual effort.
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