Templates / WhatsApp message auto-logger for Vtiger CRM with lead relation

WhatsApp message auto-logger for Vtiger CRM with lead relation

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by Ahmed Saadawi βœ“ Β· 446 views Β· created 2025-07-28 Β· CRM

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

Community nodes

These come from third-party npm packages. In n8n 3.0 unverified community packages are off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

Nodes used (5)

What it does

Auto-Log WhatsApp Inbound Messages to Vtiger CRM Leads (with WhatsAppLog) --- Description πŸ”₯ A Game-Changer for CRM Logging! Automatically Log WhatsApp Inbound Messages to Vtiger and Link to Leads πŸ’¬βš‘ ⚠️ This Workflow Requires Community Nodes & a Self-Hosted n8n Instance > This template uses a custom community node: > n8n-nodes-vtiger-crm > βœ… No need for an Evolution API node β€” webhook is used instead. --- πŸ”§ How to Install Community Nodes Go to Settings β†’ Community Nodes Click Install Node Add this: n8n-nodes-vtiger-crm Restart n8n if prompted. --- πŸ’¬ Automatically Log WhatsApp Inbound Messages in Vtiger CRM Overview This workflow listens for inbound WhatsApp messages via Evolution API Webhook, filters out outbound and group messages, and logs the message in the custom WhatsAppLog module in Vtiger. If the sender is not in CRM, it creates a new lead and links the message. --- πŸ”„ What This Workflow Does πŸ“© Listens to WhatsApp inbound messages via webhook 🚫 Filters out group and outbound messages πŸ” Looks up existing lead by phone πŸ†• Creates a new lead if not found 🧾 Logs the message in the WhatsAppLog module πŸ”— Relates message to corresponding lead --- πŸ”— Evolution API Webhook Configuration 1. Open your Evolution API dashboard 2. Go to Events β†’ Webhook 3. Enable Webhook 4. Set the Webhook URL to your n8n webhook path: https://your-n8n-domain/webhook/whatsAppListen 5. Enable only the event: βœ… MESSAGESUPSERT 6. Disable all other events to avoid unnecessary triggers This ensures only inbound WhatsApp messages are pushed to n8n. > No need to use the Evolution API node in n8n. All communication is triggered via webhook. --- πŸ“Έ Visual Preview 🧩 Workflow Canvas !workflowwhatsappLog.jpeg(fileId:1884) > Full view of the automation steps in n8n πŸ’¬ WhatsApp Message Capture !wascreenshot.jpeg(fileId:1882) !crmscreenshot.jpeg(fileId:1883) > A sample inbound message sent to your WhatsApp number --- πŸ› οΈ Setup Instructions 1. Vtiger CRM Setup Ensure the Leads module has phone fields (phone or mobile) Create a custom module WhatsAppLog (if not already present) Connect your Vtiger CRM API credentials to n8n 2. Webhook Setup Follow the Webhook Configuration steps above for Evolution API Make sure your n8n instance is publicly accessible 3. Workflow Customization Update field mapping inside the Set and Log nodes Adjust the assigneduserid or custom fields as needed --- πŸ‘₯ Who Is This For? CRM admins managing WhatsApp communication Sales teams tracking lead interactions in Vtiger Support teams logging WhatsApp tickets Businesses using Evolution API to receive WhatsApp messages --- πŸ” Credentials Required βœ… Vtiger CRM API ❌ No Evolution API credentials needed inside workflow (webhook-only) --- 🏷 Tags vtiger, whatsapp, crm automation, inbound message logging, evolution api, whatsapp crm integration, n8n template, community nodes, lead management, self-hosted n8n, customer communication, no-code crm, webhook

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