Automate solar lead qualification & follow-ups with Google Sheets and Gmail
Needs changesWhat this workflow does
This workflow has 13 nodes and runs when an HTTP GET request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Drive, Google Sheets and Gmail.
How it runs
Trigger: When an HTTP GET request hits its webhook URL (plus 1 other trigger).
- [STEP 2] Upload Utility Bill (Google Drive): uses Google Drive
- [STEP 5] Save Lead to Spreadsheet (Google Sheets): uses Google Sheets
- [STEP 3] Make Bill Viewable (Google Drive): uses Google Drive
- [STEP 7] Check Qualification Criteria (Code): runs custom JavaScript code
- [STEP 4] Create Bill Link (Function): runs custom JavaScript (legacy Function node)
- [STEP 8] Update Qualification Status (Google Sheets): uses Google Sheets
- [STEP 5] Save Lead to Spreadsheet (Google Sheets): uses Google Sheets
- Check Qualification Status (If): checks a condition and branches into true / false
- [STEP 10A] Send Acceptance Email (Gmail): uses Gmail
- [STEP 10B] Send Rejection Email (Gmail): uses Gmail
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- Function (legacy) in [STEP 4] Create Bill Link: replace with Code node, mode 'Run Once for All Items'.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| Function (legacy) [STEP 4] Create Bill Link | Code node, mode 'Run Once for All Items' |
Nodes used (7)
- Google Drive
n8n-nodes-base.googleDrive - Function
n8n-nodes-base.function - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - Webhook
n8n-nodes-base.webhook
From the author
Automate Solar Lead Qualification & Follow-ups with Google Sheets and Gmail Note: This template is designed for both self-hosted and cloud-based n8n instances. The workflow image above shows the complete automation flow. This n8n workflow automates the entire…