Capture and schedule HVAC leads with OpenAI, Google Sheets, Slack and SMS
Go to WorkflowDescription
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
Lead submission triggers workflow
AI classifies lead
Route lead based on service type
Log in Google Sheets
Notify team via Slack
Send confirmation email
Schedule appointment in calendar
Send SMS reminder (optional)
Optional CRM/dispatch integration
Author: Hyrum Hurst, AI Automation Engineer
Company: QuarterSmart
Contact: [email protected]