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Library / Lead Generation & Enrichment

Lead Generation & Enrichment

Send Welcome WhatsApp Messages to New Vtiger Leads

Every few minutes, it checks Vtiger CRM for the latest lead, sends a welcome WhatsApp message through Evolution API, and marks the lead as messaged.

What it does

### 🤖 Auto-Send Welcome WhatsApp Message to New Vtiger Leads (Vtiger CRM + Evolution API) This workflow runs every 1 minute to: - 📥 Get the latest lead from Vtiger CRM (not yet marked as contacted) - 💬 Send a personalized welcome WhatsApp message using Evolution API - ✅ Update the lead record with a custom field to mark that the message was sent > 💡 Requires: > - Evolution API (self-hosted or cloud) > - Community vtiger-crm and evolution-api nodes (install via Community Nodes) > 📲 Ideal for sales or support teams who want to automatically greet new leads on WhatsApp and avoid duplicates.

The steps

  1. Schedule Trigger Every n Minutes
  2. If there's a data returned
  3. No Operation, do nothing
  4. Enviar texto
  5. VtigerCRM get Latest Lead
  6. VtigerCRM Update Lead to Mark as Whatsapp Sent

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