# Qualify solar leads and book site surveys with Google Sheets: n8n workflow

> Started by another system calling it, and works across Gmail, Google Calendar, Google Sheets and Slack.

Source: https://millionrounds.com/workflow/qualify-solar-leads-and-book-site-surveys-with-google-sheets (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)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqualify-solar-leads-and-book-site-surveys-with-google-sheets)

**15 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 4 Logic 5 Service 6

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

- 1 **Receive solar lead via webhook** Webhook *Starts it*
- 2 **Set workspace variables** Set *Logic*
- 3 **Normalize lead and validate required data** Code *Logic*
- 4 **Check required lead data** If *Logic*
- 5 **Score solar lead and prepare CRM record** Code *Logic*
- 6 **Alert missing lead data in Slack** Slack *Service*
- 7 **Create or update solar lead in Google Sheets** Google Sheets *Service*
- 8 **Respond, lead data missing** Respond To Webhook *Starts it*
- 9 **Check site-survey qualification** If *Logic*
- 10 **Create site-survey event in Google Calendar** Google Calendar *Service*
- 11 **Create low-confidence review task in Slack** Slack *Service*
- 12 **Send booked-survey confirmation via Gmail** Gmail *Service*
- 13 **Send review acknowledgement via Gmail** Gmail *Service*
- 14 **Respond, survey booked** Respond To Webhook *Starts it*
- 15 **Respond, human review required** Respond To Webhook *Starts 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.

## 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%2Fqualify-solar-leads-and-book-site-surveys-with-google-sheets)
- **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 Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

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

- [**Build hospitality lead lists from Booking.com with Apify** 15 steps · Apify, Google Sheets](https://millionrounds.com/workflow/build-hospitality-lead-lists-from-booking-com-with-apify)
- [**Capture Gmail website leads in Google Sheets** 15 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/capture-gmail-website-leads-in-google-sheets)
- [**Extract Business Emails from Google Maps Listings** 15 steps · Google Sheets](https://millionrounds.com/workflow/extract-business-emails-from-google-maps-listings)
- [**Find client email leads from search queries with FindMyClient** 15 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/find-client-email-leads-from-search-queries-with-findmyclien)
- [**Generate Angi roofing contractor leads with Apify and SerpAPI** 15 steps · Google Sheets, Slack](https://millionrounds.com/workflow/generate-angi-roofing-contractor-leads-with-apify-and-serpap)
- [**Generate branded prospect websites with Claude and Jina** 15 steps · GitHub, Gmail](https://millionrounds.com/workflow/generate-branded-prospect-websites-with-claude-and-jina)