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

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

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.

What This Automation Does

Form submission triggers workflow

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

AI generates personalized message

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

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.

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.

Prerequisites

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

Services Used

Google SheetsOpen Ai

Services with alternatives — you can swap them in the next step.

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