Captura automatizada de prospectos: Mensajes personalizados de WhatsApp por IA a través de Unipile y CRM de Google Sheets

Intermedio

Este es unLead Nurturing, Multimodal AIflujo de automatización del dominio deautomatización que contiene 9 nodos.Utiliza principalmente nodos como If, FormTrigger, GoogleSheets, HttpRequestTool, OpenAi. Automatización de captura de prospectos: Mensajes de WhatsApp personalizados por IA a través de Unipile y CRM de Google Sheets

Requisitos previos
  • Credenciales de API de Google Sheets
  • Pueden requerirse credenciales de autenticación para la API de destino
  • Clave de API de OpenAI
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "28099d2544433ae0f39c65315a4d4c531947fcb0f060a94d6047d7be5df31063",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "a5bab74c-c9ec-44cb-9103-4180ac1ddaa3",
      "name": "Nota adhesiva",
      "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": "Hojas de Google",
      "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": "Hojas de Google3",
      "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": "Nota adhesiva2",
      "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": "Nota adhesiva1",
      "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
          }
        ]
      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - Nutrición de leads, IA Multimodal

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos9
Categoría2
Tipos de nodos6
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

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.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34