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Automate lead capture with AI personalized WhatsApp messages via Unipile & Google Sheets CRM

Captures leads from inquiry forms, generates AI-personalized WhatsApp messages via Unipile, and logs results in Google Sheets CRM.

workflowlead_generation
Gain FLow AIby Gain FLow AIon n8n
Nodes

9

Triggers

1

Platform

n8n

Tech Stack
Google Sheets
Google Sheets
OpenAI
OpenAI
How It Works

This workflow automatically processes inquiry form submissions by generating personalized WhatsApp messages using OpenAI and sending them through Unipile API. It tracks successful and failed message deliveries in separate Google Sheets, enabling immediate lead engagement with comprehensive CRM logging.

1

Form submission triggers workflow

Workflow activates when someone submits an inquiry form containing name, email, WhatsApp number, company, and help request details.

2

AI generates personalized message

OpenAI creates a customized WhatsApp message addressing the lead by first name and including relevant questions based on their inquiry.

3

Send WhatsApp message via Unipile

The personalized message is sent to the lead's WhatsApp number using Unipile API, which allows messaging without prior chat history.

4

Log results to Google Sheets

Successful messages are logged to a Success sheet with chat details, while failed messages are recorded in a Failed sheet with error reasons.

Attached Files
workflow.json

What You'll Need

Google SheetsOpen Ai
  • Google Sheets account with CRM template setup
  • OpenAI API key for message generation
  • Unipile API account for WhatsApp integration
  • WhatsApp Business account connected to Unipile
  • Inquiry form with lead capture fields

This automation has 6 configurable settings you'll customize during setup.