Automation library · Lead generation

Qualify Meta Lead Ads with OpenAI and WhatsApp

Started by an event in a connected app, and works across Google Sheets, HubSpot, Slack and WhatsApp. It hands the judgement calls to OpenAI. 17 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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17 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 2Logic 8Service 6

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

  1. 1New Meta LeadFacebook Lead Ads triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Lead SettingsSetLogic
  4. 4Qualify Lead With AIInformation ExtractorModel
  5. 5Normalise Lead FieldsCodeLogic
  6. 6Shape The VerdictCodeLogic
  7. 7Fall Back To Manual ReviewSetLogic
  8. 8Is It A Hot Lead?IfLogic
  9. 9Create Or Update Hot Contact In HubSpotHubspotService
  10. 10Create Or Update Contact In HubSpotHubspotService
  11. 11Does The Lead Have A Phone Number?IfLogic
  12. 12Was The Lead Left Unscored?IfLogic
  13. 13Send WhatsApp First ReplyWhats AppService
  14. 14Alert The Team In SlackSlackService
  15. 15Log The Lead In Google SheetsGoogle SheetsService
  16. 16DoneNo OpLogic
  17. 17Tell The Team The Log FailedSlackService

How it's built

Starts on
An event in a connected app
Steps
17, with 3 branches
Size
Medium: a working afternoon
Connects to
Google Sheets, HubSpot, Slack, WhatsApp
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 17 steps is enough that you should read each one before running it.

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 17 steps before you point it at anything that matters.