Automate WhatsApp Welcome Messages for New Vtiger CRM Leads

Automatically send personalized WhatsApp welcome messages to new leads in Vtiger CRM using Evolution API, ensuring efficient lead engagement and reducing manual tasks.

This workflow is designed for sales teams who want to automate the initial contact with new leads in Vtiger CRM. It runs every minute to check for new leads that haven't been contacted yet. When a new lead is found, a personalized WhatsApp message is sent using the Evolution API. The workflow then updates the lead record in Vtiger CRM to mark it as contacted, preventing duplicate messages. This setup requires community nodes for Vtiger CRM and Evolution API, and a self-hosted n8n instance.
Platform
n8n
Category
Other
Price
$4.99
Creator
Indira Kapoor

How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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