# Automate solar lead qualification & follow-ups: n8n workflow

> Started by another system calling it, and works across Gmail, Google Drive and Google Sheets. 13 steps, 1 branch: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/automate-solar-lead-qualification-and-follow-ups (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# Automate solar lead qualification & follow-ups

Started by another system calling it, and works across Gmail, Google Drive and Google Sheets. 13 steps, 1 branch: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-solar-lead-qualification-and-follow-ups)

**13 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 2 Logic 3 Service 8

The steps in the order they run, from what starts it.

- 1 **Webhook** Webhook *Starts it*
- 2 **Webhook1** Webhook *Starts it*
- 3 **[STEP 2] Upload Utility Bill** Google Drive *Service*
- 4 **[STEP 5] Save Lead to Spreadsheet1** Google Sheets *Service*
- 5 **[STEP 3] Make Bill Viewable** Google Drive *Service*
- 6 **[STEP 7] Check Qualification Criteria** Code *Logic*
- 7 **[STEP 4] Create Bill Link** Function *Logic*
- 8 **[STEP 8] Update Qualification Status** Google Sheets *Service*
- 9 **[STEP 5] Save Lead to Spreadsheet** Google Sheets *Service*
- 10 **Check Qualification Status** If *Logic*
- 11 **[STEP 10A] Send Acceptance Email** Gmail *Service*
- 12 **[STEP 10B] Send Rejection Email** Gmail *Service*
- 13 **Append row in sheet** Google Sheets *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 13, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Drive, Google Sheets
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive and Google Sheets accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 13 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 13 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-solar-lead-qualification-and-follow-ups)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**Automate company data enrichment with HubSpot and Sona** 13 steps · Google Sheets, HubSpot](https://millionrounds.com/workflow/automate-company-data-enrichment-with-hubspot-and-sona)
- [**Automated cold email campaign with Google Sheets and SMTP** 13 steps · Email, Google Sheets](https://millionrounds.com/workflow/automated-cold-email-campaign-with-google-sheets-and-smtp)
- [**Build scored Google Maps prospect lists with BasedOnBusiness** 13 steps · Google Sheets](https://millionrounds.com/workflow/build-scored-google-maps-prospect-lists-with-basedonbusiness)
- [**Build targeted prospect lists: find & enrich leads with Surfe** 13 steps · Gmail, HubSpot](https://millionrounds.com/workflow/build-targeted-prospect-lists-find-and-enrich-leads-with-sur)
- [**Enrich LinkedIn leads with Unipile and Google Sheets** 13 steps · Google Sheets](https://millionrounds.com/workflow/enrich-linkedin-leads-with-unipile-and-google-sheets)
- [**Enrich contacts with Wiza and HubSpot** 13 steps · Google Sheets, HubSpot](https://millionrounds.com/workflow/enrich-contacts-with-wiza-and-hubspot)