Solar Lead Qualification Workflow: Webhook → Sheets, Calendar, Gmail, Slack
Solar Lead Qualification Workflow: Webhook → Sheets, Calendar, Gmail, Slack
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Solar Lead Qualification Workflow: Webhook → Sheets, Calendar, Gmail, Slack
Regular price
£65.99
Regular price
£65.99
Sale price
Unit price
/
per
Turn Solar Lead Webhooks into Booked Surveys (or Smart Manual Review) — Automatically
This n8n workflow receives solar leads via a Webhook, validates and scores them, then updates Google Sheets. High-confidence leads get a Google Calendar site-survey event and a booking confirmation email via Gmail, while lower-confidence leads are routed to Slack for manual follow-up.
What this workflow does
- Receives lead submissions through an n8n webhook endpoint using a POST request.
- Normalizes and validates data by generating a correlation ID and checking required fields such as contact details, address, and communication consent.
- If required data is missing or invalid, the workflow posts an alert to Slack and returns an error response to the webhook caller.
- For valid leads, it calculates a qualification score, creates a dedupe key, and upserts the record into the Google Sheets tab (using the dedupe key to reduce duplicates).
- If the score meets the minimum threshold:
- Creates a Google Calendar site-survey event.
- Sends a Gmail confirmation email.
- Responds to the webhook with “survey_booked”.
- If the score is below the threshold:
- Posts a review task to Slack.
- Sends a review acknowledgement email via Gmail.
- Responds to the webhook with “manual_review”.
Use cases
- Automate qualification of solar leads from a website or lead form into a single source of truth in Google Sheets.
- Prevent duplicate entries using a dedupe key during Sheets upserts.
- Speed up booking by automatically scheduling site surveys and emailing confirmation for high-score leads.
- Route uncertain leads to your team via Slack for consistent manual follow-up.
Technical details
- Webhook (POST lead intake)
- Logic nodes: if, set, code
- Integrations: Google Sheets, Google Calendar, Gmail, Slack
Setup requires Google credentials for Sheets/Calendar/Gmail and Slack credentials in n8n, plus configuration of the Google Sheet ID, target Slack channel, and the `minimum score` threshold (sheet tab should be named “Solar leads”).
