Automate Instant WhatsApp Welcomes for New Vtiger Leads
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Instantly engage new Vtiger CRM leads by automatically sending personalized welcome messages via WhatsApp. This workflow ensures no lead is left uncontacted, enhancing your sales and support outreach from the moment they express interest.
About This Workflow
This n8n workflow revolutionizes your lead engagement strategy by automating the initial contact process. Running every minute, it intelligently queries your Vtiger CRM for the newest leads that haven't yet received an automated WhatsApp welcome. Upon identifying a new lead, it leverages the Evolution API to dispatch a personalized greeting directly to their WhatsApp. Crucially, the workflow then updates the lead record in Vtiger CRM, marking them as 'contacted' to prevent duplicate messages and ensure a streamlined follow-up process. This eliminates manual effort, speeds up response times, and provides a consistent, warm welcome for every new prospect.
Key Features
- Automated detection of new leads from Vtiger CRM every minute.
- Personalized WhatsApp welcome message delivery via Evolution API.
- Prevents duplicate messages by marking leads as 'contacted' in Vtiger.
- Enhances lead engagement and improves first impressions.
- Fully customizable message content and CRM fields.
How To Use
- Install Community Nodes: Ensure you have the
vtiger-crmandevolution-apinodes installed from the n8n Community Nodes. - Configure Vtiger CRM Credentials: Set up your Vtiger CRM credentials in the
VtigerCRM get Latest LeadandVtigerCRM Update Leadnodes. - Configure Evolution API Credentials: Set up your Evolution API credentials in the
Enviar texto(Send Text) node, ensuring theinstanceNamematches your Evolution API instance. - Adjust Vtiger Query: Modify the
query_fieldin theVtigerCRM get Latest Leadnode if your custom field for "WhatsApp sent" is different fromcf_1090. - Customize Welcome Message: Edit the
messageTextin theEnviar textonode to align with your brand's voice and specific greeting. - Activate Workflow: Enable the workflow to start automatically checking for new leads and sending messages.
Apps Used
Workflow JSON
{
"id": "34665ae4-64f4-4285-bb9c-49c5b4792636",
"name": "Automate Instant WhatsApp Welcomes for New Vtiger Leads",
"nodes": 29,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 34665ae4-64f4...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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