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

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Created by: Hyrum Hurst || hyrum-hurst
Hyrum Hurst

Last update

Last update 4 months ago

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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: [email protected]