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Solar Lead Management & Qualification System Built with N8N

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$18.00$19.99

Solar Lead Management & Qualification System

Captures solar lead information via webhook from your website forms
Automatically processes and qualifies leads based on customizable criteria
Stores lead data in Google Sheets for tracking and analysis
Sends automated email follow-ups customized to the lead's qualification status
Updates existing leads with new information when available
Routes qualified leads to sales team and disqualified leads to educational content

Comprehensive lead capture: Name, contact info, homeownership status, address, zip code
Solar-specific qualifications: Roof conditions (trees on roof), utility bill information
Automated lead scoring: Credit score integration and qualification status tracking
Two-path workflow: Process both new leads and updates to existing leads
Intelligent email follow-up: Automated emails with personalized content based on qualification status
Status-based communication: Different email templates for qualified vs. disqualified prospects

Create a Google Sheet named "{{company name}} lead data" with appropriate columns (10 min)
Connect your form submission webhook to n8n (5 min)
Configure Google account credentials for Sheets access (5 min)
Set up email templates for different lead statuses (15 min)
Customize qualification logic in the Code node if needed (optional)

Lead velocity: Process inquiries 24/7 without manual data entry
Qualification efficiency: Automatically filter out unqualified leads (renters, poor roof conditions)
Follow-up consistency: Ensure every lead receives appropriate communication
Data centralization: Keep all solar prospect information in one organized system
Analytics ready: Prepare data for conversion rate analysis and sales forecasting