๐ŸŽฃ Capture and schedule HVAC leads with OpenAI, Google Sheets, Slack and SMS

โšก 1,622 views ยท ๐ŸŽฃ Lead Generation & Enrichment

Description

Who this workflow is for

Door-to-door HVAC companies seeking automated lead capture and appointment scheduling.

What this workflow does

AI classifies incoming leads, routes them by service type, logs lead info in Google Sheets, notifies team via Slack, sends confirmations, schedules appointments, and optionally sends SMS reminders.

How the workflow works

  1. Lead submission triggers workflow
  2. AI classifies lead
  3. Route lead based on service type
  4. Log in Google Sheets
  5. Notify team via Slack
  6. Send confirmation email
  7. Schedule appointment in calendar
  8. Send SMS reminder (optional)
  9. Optional CRM/dispatch integration

Author: Hyrum Hurst, AI Automation Engineer
Company: QuarterSmart
Contact: hyrum@quartersmart.com

๐Ÿ”— Nodes Used

Send Email, Google Sheets, HTTP Request, Slack, Twilio, Google Calendar

๐Ÿ“ฅ Import

Download workflow.json and import into n8n: Workflow menu โ†’ Import from File

๐Ÿ“– Importing guide ยท ๐Ÿ”‘ Credential setup