Automatisierte Lead-Erfassung: KI-personalisierte WhatsApp-Nachrichten über Unipile und Google Sheets CRM

Fortgeschritten

Dies ist ein Lead Nurturing, Multimodal AI-Bereich Automatisierungsworkflow mit 9 Nodes. Hauptsächlich werden If, FormTrigger, GoogleSheets, HttpRequestTool, OpenAi und andere Nodes verwendet. Automatisierung der Lead-Erfassung: AI-personalisierte WhatsApp-Nachrichten durch Unipile und Google Sheets CRM

Voraussetzungen
  • Google Sheets API-Anmeldedaten
  • Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
  • OpenAI API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "meta": {
    "instanceId": "28099d2544433ae0f39c65315a4d4c531947fcb0f060a94d6047d7be5df31063",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "a5bab74c-c9ec-44cb-9103-4180ac1ddaa3",
      "name": "Haftnotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        300,
        -60
      ],
      "parameters": {
        "width": 1080,
        "height": 540,
        "content": "## Lead Capture Agent"
      },
      "typeVersion": 1
    },
    {
      "id": "1fadce0b-758c-4030-a7cc-d79718097bad",
      "name": "Google Tabellen",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1180,
        -40
      ],
      "parameters": {
        "columns": {
          "value": {
            "Name": "={{ $('Enquiry Form').item.json['Full Name'] }}",
            "Email": "={{ $('Enquiry Form').item.json.Email }}",
            "Error": "={{ $json.message.content.Reason }}",
            "Notes": "={{ $('Enquiry Form').item.json['How can we help you?'] }}",
            "Phone": "={{ $('Enquiry Form').item.json.Whatsapp }}",
            "Company": "={{ $('Enquiry Form').item.json['Company Name'] }}",
            "Message": "={{ $('OpenAI').item.json.message.content.Message }}",
            "Submitted_at": "={{ $('Enquiry Form').first().json.submittedAt }}"
          },
          "schema": [
            {
              "id": "Submitted_at",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Submitted_at",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Error",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Error",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Phone",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Company",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Company",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Notes",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Notes",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Chat_id",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Chat_id",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message_id",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Message_id",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Submitted_at"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 352770436,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1JeAwOvYurzX54kGpktXAmQS54owHp7W_2HMbS5i4ghk/edit#gid=352770436",
          "cachedResultName": "Failed"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1JeAwOvYurzX54kGpktXAmQS54owHp7W_2HMbS5i4ghk",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1JeAwOvYurzX54kGpktXAmQS54owHp7W_2HMbS5i4ghk/edit?usp=drivesdk",
          "cachedResultName": "Sales Agent"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "NdBpgqV7UHdZ3CZc",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "d7c49d33-65f7-4c30-bfb5-5ebcd5ac7200",
      "name": "OpenAI",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "position": [
        560,
        60
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini",
          "cachedResultName": "GPT-4.1-MINI"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "content": "=You are Alex, a friendly, approachable, and slightly humorous human assistant. Your primary role is to personally connect with individuals who have submitted a contact form, gather more details efficiently, and be their main point of contact.\n\nContext of this interaction:\nYou have just reviewed a new Inquiry Form submission.\n\nThe user's full name is {{ $json['Full Name'] }}.\nCheck if they provided context in {{ $json['How can we help you?'] }}\nYour Task:\nCraft a short, to-the-point, and positive opening message to the user. Your message should be from you, Alex. It needs to be personalized and engaging, getting straight to how you can help.\n\nStart your message with \"Hey {{ $('Enquiry Form').item.json['Full Name'].split(\" \")[0] }}\nUse if they provided context in {{ $json['How can we help you?'] }}\nEnd with a clear and concise open-ended question that encourages them to share key details about what they are hoping to achieve or their specific needs.\nCrucially, you are the direct point of contact. Maintain a helpful, enthusiastic, and efficient tone. Do NOT mention that someone else will get back to them or that you are just passing along information.\n\nUSE THE WHATSAPP API TOOL TO ACTUALLY SEND THE MESSAGE\nthe attendees-ids is {{ $json.Whatsapp }}\nAnd if theres WHATSAPP API TOOL SENDS AN ERROR then \n\n#Output \n\n1. IF the Whatsapp API tool Send an error Output:\n{\n \"Status\": \"Fail\",\n \"Message\": \"the personalised message\",\n \"Reason\": \"reason why it failed\"\n}\n\n2. IF the Whatsapp API tool succeeds then output:\n{\n \"Status\": \"Success\",\n \"Message\": \"the personalised message\",\n \"chat_id\": \"the chat id\"\n \"message_id\": \"the message id\"\n}"
            }
          ]
        },
        "jsonOutput": true
      },
      "credentials": {
        "openAiApi": {
          "id": "uWBH2cCJc8959CiP",
          "name": "OpenAi GainFlow"
        }
      },
      "typeVersion": 1.8
    },
    {
      "id": "dc8feaeb-0f0a-4b25-9f31-871c451c02fa",
      "name": "If",
      "type": "n8n-nodes-base.if",
      "position": [
        940,
        60
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "5852aeb9-926d-4aac-9835-77e210f4b38e",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.message.content.Status }}",
              "rightValue": "Fail"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "ca0ad300-8589-40df-bbe9-7c1fb60bc5fe",
      "name": "Whatsapp API",
      "type": "n8n-nodes-base.httpRequestTool",
      "position": [
        860,
        320
      ],
      "parameters": {
        "url": "https://<YOUR_DSN>/api/v1/chats",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "contentType": "multipart-form-data",
        "sendHeaders": true,
        "bodyParameters": {
          "parameters": [
            {
              "name": "attendees_ids",
              "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('parameters0_Value', ``, 'string') }}"
            },
            {
              "name": "text",
              "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('parameters1_Value', ``, 'string') }}"
            },
            {
              "name": "account_id",
              "value": "<YOUR_ACCOUNT_ID>"
            }
          ]
        },
        "toolDescription": "It Access the whatsapp api and sends the message",
        "headerParameters": {
          "parameters": [
            {
              "name": "X-API-KEY",
              "value": "<YOUR_API_KEY>"
            },
            {
              "name": "accept",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "dfed3abe-95b3-4fff-b383-cbab92eb5c53",
      "name": "Google Tabellen3",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1180,
        160
      ],
      "parameters": {
        "columns": {
          "value": {
            "Name": "={{ $('Enquiry Form').first().json['Full Name'] }}",
            "Email": "={{ $('Enquiry Form').first().json.Email }}",
            "Notes": "={{ $('Enquiry Form').first().json['How can we help you?'] }}",
            "Phone": "={{ $('Enquiry Form').first().json.Whatsapp }}",
            "Chat_id": "={{ $('OpenAI').first().json.message.content.chat_id }}",
            "Company": "={{ $('Enquiry Form').first().json['Company Name'] }}",
            "Message": "={{ $('OpenAI').first().json.message.content.Message }}",
            "Message_id": "={{ $('OpenAI').first().json.message.content.message_id }}",
            "Submitted_at": "={{ $('Enquiry Form').first().json.submittedAt }}"
          },
          "schema": [
            {
              "id": "Submitted_at",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Submitted_at",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Phone",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Company",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Company",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Notes",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Notes",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Chat_id",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Chat_id",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message_id",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Message_id",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Submitted_at"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1JeAwOvYurzX54kGpktXAmQS54owHp7W_2HMbS5i4ghk/edit#gid=0",
          "cachedResultName": "Successful"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1JeAwOvYurzX54kGpktXAmQS54owHp7W_2HMbS5i4ghk",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1JeAwOvYurzX54kGpktXAmQS54owHp7W_2HMbS5i4ghk/edit?usp=drivesdk",
          "cachedResultName": "Sales Agent"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "NdBpgqV7UHdZ3CZc",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "e41f6b86-90ed-4831-adb3-7acc3f6cf0c9",
      "name": "Haftnotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -200,
        -60
      ],
      "parameters": {
        "width": 500,
        "height": 540,
        "content": "## 1. Resources  \n### Sign up & get 7 days free trial by clicking on the link below.\n- ### [Unipile](https://www.unipile.com/)\n### Copy this Google Sheet Template\n- ### [Template](https://docs.google.com/spreadsheets/d/1YjGBau9aHueh8xCo8HlM1rg6S_qgOVyiDEP_W-ZdNN4/edit?usp=sharing)\n## 2. Setup Guide\n- ### Connect your Open AI credentials.\n- ### Setup the Google Sheet and select it in the workflow\n- ### Replace all the placeholders in Whatsapp API tool with your Unipile Credentials.\n- ### Embed the form on your site or share as it is however, I recommend using your own form and connect it using webhook.\n## 3. Help\n- ### Read This [Detailed Setup Guide](https://drive.google.com/file/d/1ofDtmxYJ46ca50ELkrvfR45SMKQ84Jaj/view?usp=sharing) if need help\n- ### Reach out to us via [Email](mailto:info.gainflow@gmail.com) if need help\n- ### Find more real world use workflows by clicking [HERE](https://docs.google.com/document/d/1RACo90h-QwKA4hEZSlOQZsyw4iB5-43JM2l0s4lpuoY/edit?usp=sharing)"
      },
      "typeVersion": 1
    },
    {
      "id": "1f39b8a1-a42d-424c-b6b1-b14e1d1a50e9",
      "name": "Enquiry Form",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        360,
        60
      ],
      "webhookId": "a34f7372-b42d-4176-ac9b-2518d85c125d",
      "parameters": {
        "options": {},
        "formTitle": "Inquiry Form",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Full Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Email",
              "requiredField": true
            },
            {
              "fieldLabel": "Whatsapp"
            },
            {
              "fieldLabel": "Company Name"
            },
            {
              "fieldLabel": "How can we help you?"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "63ad7169-79c1-471a-82f1-191d0281bcbd",
      "name": "Haftnotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        420,
        240
      ],
      "parameters": {
        "color": 4,
        "width": 600,
        "height": 220,
        "content": "## Why Unipile? beacause it lets you send messages without any prior chat history and also lets you connect your personal whatsapp."
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "dc8feaeb-0f0a-4b25-9f31-871c451c02fa": {
      "main": [
        [
          {
            "node": "Google Sheets",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Google Sheets3",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "d7c49d33-65f7-4c30-bfb5-5ebcd5ac7200": {
      "main": [
        [
          {
            "node": "dc8feaeb-0f0a-4b25-9f31-871c451c02fa",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "1f39b8a1-a42d-424c-b6b1-b14e1d1a50e9": {
      "main": [
        [
          {
            "node": "d7c49d33-65f7-4c30-bfb5-5ebcd5ac7200",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "ca0ad300-8589-40df-bbe9-7c1fb60bc5fe": {
      "ai_tool": [
        [
          {
            "node": "d7c49d33-65f7-4c30-bfb5-5ebcd5ac7200",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Fortgeschritten - Lead-Pflege, Multimodales KI

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Fortgeschritten
Anzahl der Nodes9
Kategorie2
Node-Typen6
Schwierigkeitsbeschreibung

Für erfahrene Benutzer, mittelkomplexe Workflows mit 6-15 Nodes

Autor
Gain FLow AI

Gain FLow AI

@gain-flow

GainFlow AI is your go-to AI automation agency, specializing in Python and no-code solutions to eliminate repetitive tasks for individuals and businesses. Free up your time and boost efficiency. For inquiries, Fill this [form](https://docs.google.com/forms/d/e/1FAIpQLSfIiXdw4HMcI2HM-Obng13j_RFiKv7X-mjOVm_mcy2ucRA8EA/viewform) reach out to us at info.gainflow@gmail.com.

Externe Links
Auf n8n.io ansehen

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Kategorien

Kategorien: 34