Qualify inbound solar leads and automate follow-up with n8n
At a glance
A solar-engineering client workflow scored inbound leads, followed up with hot prospects, and kept the CRM and weekly report updated. This workflow is listed under sales automation, lead qualification, n8n.
- Agents / tools
- n8n, GPT-4o-mini, HubSpot, Google Sheets, Calendly, Discord, Gmail, WhatsApp
SourceBuilding a tool for these workflows? See weekly rates.
What they did
1) In n8n, connect incoming leads from a form, Gmail, or WhatsApp to GPT-4o-mini, HubSpot, Google Sheets, email, Calendly, and Discord. 2) Score each lead from 1 to 10 using budget, urgency, and need, then label it Hot, Warm, or Cold. 3) For Hot leads, send a personalized email with a Calendly link; if there is no reply after 48 hours, send a personalized follow-up. 4) Sync records to HubSpot and Sheets, then post an AI-generated pipeline summary to Discord every Monday.
How it went
The author said the workflow worked for a solar-engineering client, ran without manual input after setup, and cost under $5 per month in API calls. The author had launched the packaged workflow that day and reported no revenue yet.
Worth knowing
The author said duplicate detection only matched email addresses in Google Sheets. WhatsApp sender numbers needed the “whatsapp:+” prefix removed before being sent to HubSpot, or the update could fail silently.
