AI website chatbot with CRM lead collection using GPT and Google Sheets

This n8n training workflow demonstrates how to connect a sub-workflow as a tool to an AI Agent. In this example, the main workflow is a Website Chatbot that engages visitors, collects contact information, and sends that data to a CRM process. The CRM process itself is a separate sub-workflow, connected to the agent as a tool via the Tool Workflow node. --- Step-by-Step Setup Instructions 1. Create the Sub-Workflow (CRM Tool) This sub-workflow will be triggered by the AI agent to process collected information. It will: 1. Receive inputs (email, description) from the main chatbot workflow. 2. Format the data into a structured JSON format. 3. Append the data to a Google Sheet (acting as the CRM database). 4. Send a confirmation message back to the main workflow. Steps inside the sub-workflow: - When Executed by Another Workflow – Triggered by the main workflow’s tool node. - Convert Conversation (Agent) – Uses OpenAI to extract and format the input into a JSON structure: json { "email": "[email protected]", "description": "Wants help automating lead intake and sending Slack notifications." } Structured Output Parser – Ensures the extracted data matches the expected JSON schema. Append row in sheet (Google Sheets) – Adds the new lead data to your CRM sheet. Code Node – Returns a simple text confirmation like "Thanks for the info, we will be in touch soon". Required setup for Google Sheets: - Enable the Google Sheets API and connect your Google account in n8n. - Create a sheet with at least the columns email and description. - Use the sheet's Document ID and tab name in the Google Sheets node. --- 2. Create the Main Workflow (Website Chatbot) This workflow acts as the main AI Agent handling incoming chat messages. Steps in the main workflow: 1. When chat message received – Starts the workflow whenever a visitor sends a message via your chatbot integration. 2. Website Chatbot (Agent Node) – Configured with a System Message that: - Briefly explains your services. - Asks the visitor what processes they want to automate. - Requests their name and email. - Sends collected data to the CRM tool once email and description are available. 3. OpenAI Chat Model – Connects to the AI agent as its language model. 4. Simple Memory – Stores short-term context for the ongoing chat. 5. CRM Tool (Tool Workflow Node) – Points to the sub-workflow created in Step 1, allowing the chatbot to trigger it directly. --- 3. Connecting the Sub-Workflow to the AI Agent 1. Add a Tool Workflow node to the main workflow. 2. Select "Parameter" as the source. 3. Paste in your sub-workflow JSON or select it from your n8n workflows. 4. Connect the Tool Workflow node to your AI Agent using the aitool connection. 5. Give the tool a clear description (e.g., crm tool to store lead information) so the agent knows when to use it. --- 4. How It Works in Action 1. A visitor sends a message through the chatbot. 2. The AI Agent engages, asks questions, and collects their name, email, and request. 3. Once collected, the agent triggers the CRM Tool. 4. The sub-workflow formats the data, stores it in Google Sheets, and sends a confirmation. 5. The chatbot confirms with the visitor that their request was received. --- 5. Customization Ideas - Replace Google Sheets with your actual CRM API. - Add validation to ensure the email format is correct before saving. - Expand the CRM tool to send a Slack or email notification after storing the lead. --- Created by Robert A. – Ynteractive Website: https://ynteractive.com Email: [email protected]