Automating a Solar Installer's Lead Pipeline

The Problem

The company's sales team was spending more time on admin than selling. Five separate lead sources meant five different formats, constant copy-pasting, and inevitable data loss. Leads fell through the cracks daily.

Our Approach

We mapped every lead source and built a centralized n8n workflow that: 1. Ingests leads from web forms, CSV uploads, API feeds, and manual entry 2. Enriches each lead with property data and utility information 3. Deduplicates against existing CRM records 4. Routes to the correct sales rep based on zip code and product eligibility 5. Triggers automated nurture sequences for leads not yet sales-ready

The Stack - **n8n** for workflow orchestration - **GoHighLevel** as the CRM backbone - **React + Tailwind** for the manager dashboard - **Twilio** for SMS notifications to reps

Results

Within 60 days, manual data entry dropped 75%, lead response time improved 3x, and close rates climbed 22%. The system paid for itself in the first quarter.