OneRooff Lead Qualification Agent
Automation
Built an AI-powered SMS lead qualification agent for OneRooff using Zapier automation, OpenAI, and SimpleTexting — automatically qualifying roofing leads via SMS, collecting project details, providing ballpark estimates, and booking appointments through Calendly.
Freelance
OneRooff
2025 - Present
Lead Qualification
Zapier Automation
OpenAI
SimpleTexting
Google Sheets
SMS Agent
Calendly
Project Overview
OneRooff needed an automated system to qualify roofing leads without manual follow-up. The solution is an AI-powered SMS agent built entirely through Zapier automation, OpenAI, and SimpleTexting. When a potential customer submits a form on onerooff.com, the system automatically initiates an SMS conversation, qualifies the lead by collecting key project details, provides a ballpark estimate, and books an appointment via Calendly — all without any human intervention. You can test it yourself by texting +2063505692.
How the Qualification Flow Works
The entire lead qualification pipeline is orchestrated through Zapier with OpenAI powering the conversational intelligence. Every incoming message is analyzed in context, and the AI decides whether to ask another qualifying question or mark the lead as ready to book.
Customer submits a form on onerooff.com — lead data is stored in Google Sheets and an automated SMS is sent via SimpleTexting.
Customer replies via SMS — Zapier triggers on every inbound message and loads the full conversation history from Google Sheets.
OpenAI analyzes the message with full context and decides: ask another qualifying question or mark lead as ready.
The AI collects key details: home square footage, type of roof damage, preferred roofing material, budget range, and timeline.
Once enough details are gathered, the AI provides a ballpark estimate based on the collected information.
Lead is marked as 'Ready to Book' — a Calendly scheduling link is sent to the customer via SMS.
Automated email notifications are sent to both the customer and the contractor with full lead details.
Live SMS Conversations
The AI agent maintains natural, conversational SMS interactions. It asks qualifying questions one at a time, avoids overwhelming the customer, and adapts its responses based on what information has already been collected. The conversation feels human while being fully automated.
Google Sheets — Lead & Context Storage
All lead data and conversation context is stored in Google Sheets, acting as a lightweight CRM. Each row tracks a lead with the following attributes: Lead_ID, Phone, First_Name, Email, Vertical, Raw_Form_Data, Conversation_History, Collected_Data, and Status. The conversation history column stores the full chat thread, allowing the AI to maintain context across multiple SMS exchanges. The status field tracks where each lead is in the qualification pipeline — from initial contact to ready-to-book.
Automated Email Notifications
Once a lead is qualified and ready to book, the system automatically sends email notifications to both the customer and the contractor. The contractor receives a detailed email with all collected lead information — including the customer's name, contact details, roof damage type, square footage, preferred material, and the ballpark estimate. This ensures the contractor is fully prepared before the scheduled appointment.
OneRooff — The Client
This lead qualification agent was built for OneRooff, a roofing solutions company. The form on their website feeds directly into this automation pipeline.
Key Features
Fully automated SMS lead qualification — zero manual follow-up required.
Context-aware AI conversations — OpenAI processes the full conversation history on every message.
Smart decision-making — the AI decides when to ask questions vs. when the lead is qualified.
Ballpark estimates — provides pricing estimates based on sqft, damage type, and material preference.
Calendly integration — sends booking links when leads are ready to schedule.
Dual email notifications — both customer and contractor receive detailed emails on qualification.
Google Sheets CRM — lightweight, accessible lead tracking with full conversation history.
Testable live agent — text +2063505692 to experience the qualification flow firsthand.
Related Projects
This project is part of a suite of AI automation solutions built for OneRooff. Check out the OneRooff WhatsApp AI Agent — a 24/7 WhatsApp customer support agent built with Make.com, 360Dialog, Supabase, and Vapi.ai for handling customer inquiries on WhatsApp.
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Muhammad Anique
A passionate Full Stack Web Developer with expertise in modern web technologies, including Next.js ,React.js, Node.js , and Express.js.
Anique
anique.cs@gmail.com
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