Automated EV Charger Install Lead Follow-Up
When a new EV charger lead arrives in Housecall Pro, WebRun reads the request details, drafts a personalized response email covering charger options, Level 2 installation, and panel requirements, saves it as a Gmail draft for review, and logs the lead to a tracking sheet.
How do I automatically follow up on EV charger installation leads?
WebRun detects every new EV charger installation inquiry in Housecall Pro, drafts a personalized response in Gmail covering Level 2 options, panel requirements, and next steps, and logs the lead to a Google Sheet. Your team reviews the draft and sends it, so every EV charger lead gets a fast, informed reply without manual drafting.
- EV charger leads get a detailed, personalized draft response within minutes
- Every lead is tracked in a sheet so none fall through the cracks
- Time spent manually drafting EV charger replies is eliminated
Built for electrical contractors · EV charger installers · residential electricians · smart home electricians
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
pro.housecallpro.comin a real browser with your saved login - no setup, no API keys. -
1
Housecall Pro - detect new EV charger lead
housecallpro.com
WebRun opens Housecall Pro to detect new EV charger lead. - Detect a new customer or job request tagged as EV charger or EV installation
- Read the customer name, address, contact email, vehicle type if mentioned, and any notes on charger preference
- Confirm this is a new, uncontacted lead before proceeding
Done when New EV charger lead details are captured from Housecall Pro.
-
2
Gmail - draft installation response
gmail.com
WebRun opens Gmail to draft installation response. - Draft a reply covering Level 2 home charger options, typical install timeline, and any panel capacity considerations
- Personalize the email with the customer name and vehicle or charger details if provided
- Include a call to action to schedule a site assessment
- Save the draft in Gmail for a technician or office manager to review before sending
- Never send the email automatically
Done when A personalized EV charger response draft is ready in Gmail for review.
-
3
Google Sheets - log lead details
google.com
WebRun opens Google Sheets to log lead details. - Append the lead to the EV charger pipeline sheet with name, address, email, date received, and status set to Draft Sent
- Note any vehicle or charger preference details in the notes column
Done when The EV charger lead is logged in the tracking sheet.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it reply to the customer automatically?
No. Every response is saved as a Gmail draft for your team to review and approve before anything is sent to the customer.
What information does it include in the EV charger response?
It covers Level 2 charger options, typical installation timelines, panel capacity requirements, and a prompt to book a site assessment, tailored to any details the customer provided.
Does it work if the lead comes from a web form instead of Housecall Pro?
Yes. WebRun can read new leads from a connected web form or CRM as well. The drafting and logging steps work the same way regardless of where the inquiry originates.
Related templates
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