Researched: Sourced and summarized, not yet run end-to-end by us Lead generation
HVAC lead capture with AI classification, scheduling and SMS reminders
At a glance
- Setup estimate
- 1–3 h (ESTIMATE)
- Tools
- Industries
- Home services
Problem
HVAC companies lose leads between the first form fill, the callback and getting a visit on the calendar
Caveats
The template description is brief, so expect to configure routing rules and messages yourself. Needs an OpenAI API key; Twilio SMS is optional and billed by Twilio (cost UNKNOWN). Texting customers requires their consent (for example under the TCPA in the US), and US business texting through Twilio requires A2P 10DLC registration. Check AI classifications before relying on them for dispatch.
Tools
- n8n form trigger
- OpenAI (AI agent)
- Google Sheets
- Slack
- Google Calendar
- Twilio SMS (optional)
Browse by tool: n8n, OpenAI, Google Sheets, Slack, Google Calendar, Twilio
Steps
- Lead submits the n8n form.
- AI classifies the lead.
- Route by service type.
- Log the lead in Google Sheets.
- Notify the team in Slack.
- Send a confirmation email.
- Schedule the appointment in Google Calendar.
- Optionally send an SMS reminder via Twilio.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.