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

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Created by: Oneclick AI Squad || oneclick-ai
Oneclick AI Squad

Last update

Last update 2 months ago

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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 YOUR_SHEET_ID and YOUR_CALENDAR_ID 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