🧩 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