Automation library · Lead generation

Qualify solar leads and book site surveys with Google Sheets

Started by another system calling it, and works across Gmail, Google Calendar, Google Sheets and Slack. 15 steps, 2 branches: a working afternoon to understand properly.

Medium

Download free
15 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 4Logic 5Service 6

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

  1. 1Receive solar lead via webhookWebhookStarts it
  2. 2Set workspace variablesSetLogic
  3. 3Normalize lead and validate required dataCodeLogic
  4. 4Check required lead dataIfLogic
  5. 5Score solar lead and prepare CRM recordCodeLogic
  6. 6Alert missing lead data in SlackSlackService
  7. 7Create or update solar lead in Google SheetsGoogle SheetsService
  8. 8Respond, lead data missingRespond To WebhookStarts it
  9. 9Check site-survey qualificationIfLogic
  10. 10Create site-survey event in Google CalendarGoogle CalendarService
  11. 11Create low-confidence review task in SlackSlackService
  12. 12Send booked-survey confirmation via GmailGmailService
  13. 13Send review acknowledgement via GmailGmailService
  14. 14Respond, survey bookedRespond To WebhookStarts it
  15. 15Respond, human review requiredRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
15, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Calendar, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar, Google Sheets and Slack 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. 15 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 15 steps before you point it at anything that matters.