Automated Solar Lead Qualification and Follow-Up via Google Sheets & Gmail

Overview

This workflow automates the end-to-end process of qualifying solar leads and managing follow-ups. It integrates Google Sheets, Google Drive, and Gmail to ensure efficient lead handling and timely communication.

Key Features

• Automated Lead Capture: Receives form submissions via webhook and uploads utility bills to Google Drive.
• Document Management: Makes uploaded bills viewable and generates shareable links.
• Lead Tracking: Saves new leads and their documents to a Google Sheets spreadsheet.
• Qualification Automation: Detects new leads, checks qualification criteria, and updates their status automatically.
• Personalized Communication: Sends acceptance emails to qualified leads via Gmail.

Benefits

• Efficiency: Reduces manual data entry and follow-up tasks, saving significant time.
• Accuracy: Ensures consistent qualification checks and status updates.
• Seamless Integration: Connects form submissions, document storage, spreadsheets, and email in one automated flow.

Use Cases

• Solar companies qualifying and following up with new leads.
• Any business needing automated document collection, lead tracking, and email notifications.

This workflow delivers faster response times, improved lead management, and higher conversion rates through automation.