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잠재 리드 확보 자동화: Unipile 및 Google Sheets CRM을 통한 AI 개인화 WhatsApp 메시지

중급

이것은Lead Nurturing, Multimodal AI분야의자동화 워크플로우로, 9개의 노드를 포함합니다.주로 If, FormTrigger, GoogleSheets, HttpRequestTool, OpenAi 등의 노드를 사용하며. 잠재 고객 확보 자동화: Unipile 및 Google Sheets CRM을 통한 AI 개인화 WhatsApp 메시지

사전 요구사항
  • Google Sheets API 인증 정보
  • 대상 API의 인증 정보가 필요할 수 있음
  • OpenAI API Key
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
  "meta": {
    "instanceId": "28099d2544433ae0f39c65315a4d4c531947fcb0f060a94d6047d7be5df31063",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "a5bab74c-c9ec-44cb-9103-4180ac1ddaa3",
      "name": "스티커 노트",
      "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 Sheets",
      "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 Sheets3",
      "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": "스티커 노트2",
      "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": "문의 양식",
      "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": "스티커 노트1",
      "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": "1fadce0b-758c-4030-a7cc-d79718097bad",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "dfed3abe-95b3-4fff-b383-cbab92eb5c53",
            "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
          }
        ]
      ]
    }
  }
}
자주 묻는 질문

이 워크플로우를 어떻게 사용하나요?

위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.

이 워크플로우는 어떤 시나리오에 적합한가요?

중급 - 리드 육성, 멀티모달 AI

유료인가요?

이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.

워크플로우 정보
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일정 경험을 가진 사용자를 위한 6-15개 노드의 중간 복잡도 워크플로우

저자
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.

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