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

0
Downloads
0
Views
8.04
Quality Score
beginner
Complexity
Author:Abdullah Alshiekh(View Original →)
Created:8/13/2025
Updated:9/24/2025

🔒 Please log in to import templates to n8n and favorite templates

Workflow Visualization

Loading...

Preparing workflow renderer

Comments (0)

Login to post comments