Qualify WhatsApp leads and book sales calls with GPT4.1 and Google Sheets Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

This workflow automatically qualifies leads, answers FAQs, and books sales calls via WhatsApp using AI-powered conversation logic. Who's it for • Sales teams handling high inbound message volume • SaaS / service businesses using WhatsApp for outreach • Agencies automating lead qualification pipelines How it works WhatsApp message arrives via webhook (Twilio/Meta Cloud API) Conversation state is loaded from memory/sheet AI qualifies lead (Budget, Authority, Need, Timeline) Bot answers FAQs automatically Qualified leads get calendar booking link / slot picker All activity is logged to Google Sheets CRM Hot leads trigger Slack/email alert to sales rep How to set up Import this workflow into AlekSystem Set up credentials: Twilio/Meta WhatsApp, Google Sheets, Google Calendar, OpenAI Update YOUR_SHEET_ID and YOUR_CALENDAR_ID placeholders Update your product FAQ knowledge base in the AI node Activate workflow and configure your WhatsApp webhook URL Requirements • Twilio WhatsApp API or Meta Cloud API • Google Sheets (CRM tracker) • Google Calendar or Calendly • OpenAI API key • AlekSystem instance (cloud or self-hosted) Customization • Edit BANT scoring thresholds in JS node • Update FAQ knowledge base in AI system prompt • Modify booking time slots in calendar node • Adjust Slack alert conditions

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