Qualify and route dental leads with GPT-4, GoHighLevel, Twilio, and Meta Ads

by Joseph Fadero ✓ · 36 views · created 2026-09-09 · Lead Generation, AI Chatbot

What this workflow does

This AI workflow has 39 nodes and runs when an HTTP GET request hits its webhook URL (plus 4 other triggers). Along the way it connects OpenAI Chat Model, Pinecone Vector Store, Embeddings OpenAI and Twilio and 5 more.

How it runs

Trigger: When an HTTP GET request hits its webhook URL (plus 4 other triggers).

1. Merge: merges the data from its input branches
2. Fetch Unresponsive GHL Leads (HTTP Request): calls an HTTP API (POST)
3. Fetch Performance Metrics (Postgres): select
4. Set Workflow Defaults (Edit Fields (Set)): sets 11 fields: PRACTICE_NAME, GHL_API_BASE, GHL_API_TOKEN…
5. Follow-Up Agent (AI Agent): runs an AI agent, with model: OpenAI GPT-4 Follow-Up; 1 tool (Access Knowledge Base); memory: Capture Conversation Memory; output parser: Parse Follow-Up Results
6. Aggregate Metrics for Dashboard (Code): runs custom JavaScript code
7. Prepare Lead Data (Code): runs custom JavaScript code
8. Route by Follow-Up Type (Switch): routes items into 3 branches
9. Build Dashboard Report (Edit Fields (Set)): sets 3 fields: reportTitle, reportBody, generatedAt
10. Lead Qualifier Agent (AI Agent): runs an AI agent, with model: Chat with GPT-4 Model; 4 tools (Calculate Lead Score, Access Knowledge Base, Sync with GoHighLevel, Check Calendar Openings); memory: Capture Conversation Memory; output parser: Parse Lead Results

…plus 14 more steps. See the full node list below.

Services it uses

OpenAI Chat ModelPinecone Vector StoreEmbeddings OpenAITwilioSlackGoogle CalendarPostgresFacebook Lead AdsFacebook Graph API

Before you upgrade to n8n 3.0

Nodes used (24)

• Webhookn8n-nodes-base.webhook
• Edit Fields (Set)n8n-nodes-base.set
• Coden8n-nodes-base.code
• AI Agent@n8n/n8n-nodes-langchain.agent
• OpenAI Chat Model@n8n/n8n-nodes-langchain.lmChatOpenAi
• Simple Memory@n8n/n8n-nodes-langchain.memoryBufferWindow
• Structured Output Parser@n8n/n8n-nodes-langchain.outputParserStructured
• Pinecone Vector Store@n8n/n8n-nodes-langchain.vectorStorePinecone
• Embeddings OpenAI@n8n/n8n-nodes-langchain.embeddingsOpenAi
• Call n8n Workflow Tool@n8n/n8n-nodes-langchain.toolWorkflow
• Code Tool@n8n/n8n-nodes-langchain.toolCode
• Switchn8n-nodes-base.switch
• HTTP Requestn8n-nodes-base.httpRequest
• Twilion8n-nodes-base.twilio
• Send Emailn8n-nodes-base.emailSend
• Ifn8n-nodes-base.if
• Slackn8n-nodes-base.slack
• Google Calendarn8n-nodes-base.googleCalendar
• Postgresn8n-nodes-base.postgres
• Twilio Triggern8n-nodes-base.twilioTrigger
• Facebook Lead Ads Triggern8n-nodes-base.facebookLeadAdsTrigger
• Facebook Graph APIn8n-nodes-base.facebookGraphApi
• Schedule Triggern8n-nodes-base.scheduleTrigger
• Mergen8n-nodes-base.merge

From the author

Quick overview This workflow captures leads from a webhook, Twilio SMS replies, and Meta Lead Ads, then uses OpenAI with a Pinecone knowledge base to qualify and route them into GoHighLevel with automated SMS/email responses, calendar booking, voice-call…

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