Templates / Qualify WhatsApp leads and book sales calls with GPT‑4.1 and Google Sheets

Qualify WhatsApp leads and book sales calls with GPT‑4.1 and Google Sheets

Needs changes

by Oneclick AI Squad ✓ · 491 views · created 2026-05-11 · Lead Nurturing, AI Chatbot

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What to replace before upgrading

Removed in 3.0Replace with
AI Agent v1 (old agent modes)
AI - Sales Closer Agent (v1.6)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (9)

AI AgentOpenAI Chat Model

What it does

This workflow automatically qualifies leads, answers FAQs, and books sales calls via WhatsApp using AI-powered conversation logic. Who's it for • Sales teams handling high inbound message volume • SaaS / service businesses using WhatsApp for outreach • Agencies automating lead qualification pipelines How it works 1. WhatsApp message arrives via webhook (Twilio/Meta Cloud API) 2. Conversation state is loaded from memory/sheet 3. AI qualifies lead (Budget, Authority, Need, Timeline) 4. Bot answers FAQs automatically 5. Qualified leads get calendar booking link / slot picker 6. All activity is logged to Google Sheets CRM 7. Hot leads trigger Slack/email alert to sales rep How to set up 1. Import this workflow into n8n 2. Set up credentials: Twilio/Meta WhatsApp, Google Sheets, Google Calendar, OpenAI 3. Update YOURSHEETID and YOURCALENDARID placeholders 4. Update your product FAQ knowledge base in the AI node 5. Activate workflow and configure your WhatsApp webhook URL Requirements • Twilio WhatsApp API or Meta Cloud API • Google Sheets (CRM tracker) • Google Calendar or Calendly • OpenAI API key • n8n instance (cloud or self-hosted) Customization • Edit BANT scoring thresholds in JS node • Update FAQ knowledge base in AI system prompt • Modify booking time slots in calendar node • Adjust Slack alert conditions

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