Qualify Meta ads leads with WhatsApp verification, Gemini AI & Zoho CRM
🧩 What Problem Does It Solve?
Meta’s ad forms often generate unqualified leads from casual scrollers. This workflow uses WhatsApp and AI to automatically verify, qualify, and prioritize real leads — saving time and boosting sales efficiency.
📝 Description
This workflow automates lead qualification for businesses using Meta Ads (Facebook/Instagram Lead Ads) to filter out irrelevant leads. It ensures only confirmed prospects enter your CRM by:
Collecting new Facebook leads
Verifying via WhatsApp confirmation
Classifying responses with AI
Updating CRM status based on intent
When a new Facebook lead arrives:
Lead details are extracted (name/phone/email)
Zoho CRM is checked for existing contacts
WhatsApp confirmation request is sent
AI classifies the response (confirmed/declined/human/invalid)
CRM status is updated automatically
Sales team receives only verified leads
🎯 Key Advantages for Meta Ads
✅ Blocks 60%+ irrelevant leads based on WhatsApp non-response ✅ Reduces fake submissions by requiring active confirmation ✅ Prevents CRM bloat through duplicate checking ✅ Identifies hot leads via instant "human_requested" escalation ✅ Saves sales team hours by auto-declining "no" responses
🛠️ Features
Facebook Lead Ads integration via Graph API
WhatsApp messaging via Twilio
AI response classification (Gemini)
Zoho CRM synchronization
Duplicate lead prevention
Customizable confirmation flow
Error-resistant JSON parsing
CRM owner assignment
Status-based routing
🔧 Requirements
Facebook Access Token with ads_management & leads_retrieval permissions
Twilio Account with WhatsApp-enabled number
Zoho CRM with custom "Status" field
Gemini API Key (or alternative LLM)
n8n credentials configured for:
Twilio (API SID/token)
Zoho CRM (OAuth2)
Google Gemini (or alternative LLM)
⚙️ Customization Tips
1-Adjust Classification Criteria Modify the AI prompt in Classify Response (AI) node 2-Customize CRM Status Values Update field IDs in Zoho nodes 3-Modify Messaging Edit WhatsApp templates in Send WhatsApp Confirmation 4-Set Owner Assignment Replace owner ID in Prepare Owner ID node
🧠 Use Case Examples
Real Estate Agencies: Filter speculative inquiries from serious buyers
Medical Clinics: Verify appointment requests before scheduling
SAAS Companies: Qualify free trial sign-ups
Education Providers: Confirm course interest before counselor assignment
Auto Dealerships: Screen test drive requests from tire-kickers
If you need help get in touch on Linkedin
Qualify Meta Ads Leads with WhatsApp Verification, Gemini AI, and Zoho CRM
This n8n workflow automates the process of qualifying leads generated from Meta Ads, verifying their contact information via WhatsApp, using Google Gemini AI for lead qualification, and finally updating or creating leads in Zoho CRM. It streamlines lead management, ensuring only verified and qualified leads reach your CRM.
What it does
- Receives Meta Ads Leads: Listens for incoming lead data via a webhook, typically from Meta Ads forms.
- Extracts Phone Number: Processes the incoming data to extract the lead's phone number.
- Initiates WhatsApp Verification: Sends a verification message to the extracted phone number via an HTTP Request to a WhatsApp API (e.g., Twilio, MessageBird, or a custom integration).
- Checks WhatsApp Verification Status: Periodically checks the status of the WhatsApp verification message.
- Conditional Processing (WhatsApp Status):
- If the WhatsApp message is successfully sent and delivered, the workflow proceeds to AI qualification.
- If the WhatsApp message fails or is not delivered, the lead might be marked as unqualified or handled differently (though the current JSON doesn't explicitly show a separate branch for failure, it implies a successful path).
- AI Lead Qualification (Google Gemini): Utilizes a Google Gemini Chat Model via an AI Agent to analyze lead data and determine qualification based on predefined criteria (e.g., lead score, intent, specific keywords).
- Conditional Processing (AI Qualification):
- If the AI agent qualifies the lead, the workflow proceeds to update or create the lead in Zoho CRM.
- If the AI agent does not qualify the lead, the workflow might end or take an alternative path (not fully detailed in the provided JSON).
- Zoho CRM Integration:
- Updates Existing Lead: If a lead with the same email or phone number already exists in Zoho CRM, it updates the existing record with new information and the qualification status.
- Creates New Lead: If no existing lead is found, a new lead record is created in Zoho CRM with the collected data and qualification status.
Prerequisites/Requirements
- n8n Instance: A running n8n instance.
- Meta Ads Account: To generate leads and configure the webhook integration.
- WhatsApp Business API / Messaging Service: An account with a WhatsApp Business API provider (e.g., Twilio, MessageBird, or a custom API that can send and receive WhatsApp messages via HTTP requests).
- Google Gemini API Key: For the Google Gemini Chat Model to perform AI-driven lead qualification.
- Zoho CRM Account: With appropriate API access to create and update leads.
- n8n Credentials: Configured credentials for your WhatsApp API (if applicable, likely an HTTP Request credential) and Zoho CRM.
Setup/Usage
- Import the Workflow: Import the provided JSON into your n8n instance.
- Configure Webhook:
- Activate the "Webhook" trigger node.
- Copy the webhook URL and configure it in your Meta Ads form as the lead notification endpoint.
- Configure WhatsApp API (HTTP Request):
- Edit the "HTTP Request" node (ID 19).
- Set up the correct URL, headers, and body for your chosen WhatsApp API to send verification messages. This will likely involve your API key and the lead's phone number.
- Configure Google Gemini Chat Model:
- Edit the "Google Gemini Chat Model" node (ID 1262).
- Ensure your Google Gemini API key is configured as a credential in n8n and selected for this node.
- Review the prompt and configuration within the "AI Agent" node (ID 1119) to define your lead qualification criteria.
- Configure Zoho CRM:
- Edit the "Zoho CRM" node (ID 326).
- Set up your Zoho CRM credentials in n8n and select them for this node.
- Configure the node to either "Create" or "Update" a lead, mapping the incoming data fields to your Zoho CRM lead fields (e.g., Name, Email, Phone, Qualification Status).
- Activate the Workflow: Once all configurations are complete, activate the workflow.
This workflow provides a robust solution for automating lead qualification and CRM integration, saving time and ensuring data quality.
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