Automated WhatsApp Message Logging in Vtiger CRM

This n8n workflow is designed to automate the process of capturing inbound WhatsApp messages, identifying whether the sender is an existing or new lead in Vtiger CRM, and logging the conversation accordingly. It begins with a webhook that listens for WhatsApp messages, filters out group and outbound messages, and extracts relevant details like sender name, phone number, and message content. The workflow then searches for the lead in Vtiger CRM using the phone number. If a lead exists, it logs the message tied to that lead; if not, it creates a new lead and logs the message. This automation ensures that all customer interactions via WhatsApp are systematically recorded within the CRM, providing a comprehensive view of customer communications and streamlining follow-up actions. It is especially useful for customer support and sales teams aiming to enhance engagement efficiency and maintain detailed interaction histories within their CRM system.