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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

Solar Lead Qualification Workflow: Webhook → Sheets, Calendar, Gmail, Slack

Regular price £65.99
Regular price £65.99 Sale price
SAVE Sold out

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”).

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