# Manage Streak CRM with WhatsApp and OpenAI: n8n workflow

> Started by an incoming WhatsApp message, and works across WhatsApp. It puts Gemini and OpenAI behind a retrieval step, so answers are drawn from documents...

Source: https://millionrounds.com/workflow/manage-streak-crm-with-whatsapp-and-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Manage Streak CRM with WhatsApp and OpenAI

Started by an incoming WhatsApp message, and works across WhatsApp. It puts Gemini and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 29 steps, 1 branch: large, and worth reading before you trust it with anything live.

Large Calls a model: Gemini, OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-streak-crm-with-whatsapp-and-openai)

**29 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 6 Logic 3 Service 19

The steps in the order they run, from what starts it.

- 1 **WhatsApp Trigger** Whats App trigger *Starts it*
- 2 **Simple Memory** Memory Buffer Window *Model*
- 3 **Get_boxes_details** Streak Tool *Service*
- 4 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 5 **Comment tag** Http Request Tool *Service*
- 6 **Update_box_in_Streak** Streak Tool *Service*
- 7 **Create a contact** Streak Tool *Service*
- 8 **Update a contact** Streak Tool *Service*
- 9 **Google Gemini Chat Model** Lm Chat Google Gemini *Model*
- 10 **Create a box in a pipeline in Streak** Streak Tool *Service*
- 11 **Streak_Doc** Tavily Tool *Service*
- 12 **Get_user_in_Streak** Streak Tool *Service*
- 13 **Get_pipeline-fileds** Streak Tool *Service*
- 14 **Get_Custom_Operation** Http Request Tool *Service*
- 15 **POST_Custom_Operation** Http Request Tool *Service*
- 16 **Link_contact_to_box** Http Request Tool *Service*
- 17 **Create_task_in_box_Streak** Streak Tool *Service*
- 18 **Get a task in Streak** Streak Tool *Service*
- 19 **Route input Types** Switch *Logic*
- 20 **Chat with Streak CRM** Agent *Model*
- 21 **Map text prompt** Set *Logic*
- 22 **Gets WhatsApp Voicemail Source URL** Whats App *Service*
- 23 **Gets WhatsApp Image Source URL** Whats App *Service*
- 24 **Send message** Whats App *Service*
- 25 **Download Voicemail** Http Request *Service*
- 26 **Download Image** Http Request *Service*
- 27 **OpenAI** Open Ai *Model*
- 28 **OpenAI1** Open Ai *Model*
- 29 **Map image prompt** Set *Logic*

## How it's built

- **Starts on:** An incoming WhatsApp message
- **Steps:** 29, with 1 branch
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** WhatsApp
- **Model:** Gemini, OpenAI
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

An n8n account, plus your own WhatsApp account, and a key for Gemini and OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an incoming WhatsApp message.

Does it use AI?

Yes. It calls Gemini and OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 29 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 29 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-streak-crm-with-whatsapp-and-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[WhatsApp](https://millionrounds.com/workflows?service=WhatsApp#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Answer WhatsApp sales queries from text, voice, photos, and video** 29 steps · calls a model · WhatsApp, in-memory vectors](https://millionrounds.com/workflow/answer-whatsapp-sales-queries-from-text-voice-photos-and-vid)
- [**Handle WhatsApp sales queries with OpenAI and Supabase** 26 steps · calls a model · Supabase vectors, WhatsApp](https://millionrounds.com/workflow/handle-whatsapp-sales-queries-with-openai-and-supabase)
- [**Send sales forecast charts and answer Q&A on WhatsApp** 23 steps · calls a model · Google Sheets, WhatsApp](https://millionrounds.com/workflow/send-sales-forecast-charts-and-answer-q-and-a-on-whatsapp)
- [**Send AI-personalized deal follow-ups from Zoho CRM with Slack** 15 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/send-ai-personalized-deal-follow-ups-from-zoho-crm-with-slac)
- [**Run a WhatsApp sales chatbot with Gemini and HubSpot** 11 steps · calls a model · Google Sheets, WhatsApp](https://millionrounds.com/workflow/run-a-whatsapp-sales-chatbot-with-gemini-and-hubspot)
- [**Automate HighLevel CRM with OpenAI** 49 steps · calls a model · Gmail, GoHighLevel](https://millionrounds.com/workflow/automate-highlevel-crm-with-openai)