Auto-Send Welcome Messages to Vtiger CRM Leads via Evolution API WhatsApp

One of My Best! Send WhatsApp Greetings to New Vtiger Leads Automatically 💪😍

⚠️ This Workflow Requires a Community Nodes and a Self-Hosted n8n Instance

This template uses two custom community nodes :

• n8n-nodes-vtiger-crm
• n8n-nodes-evolution-api
  You must be running self-hosted n8n with Community Nodes enabled.

🔧 How to Install Community Nodes

1. Go to Settings → Community Nodes
2. Click Install Node
3. Add:

n8n-nodes-vtiger-crm

n8n-nodes-evolution-api

1. Restart n8n if prompted.

---

💬 Auto-Send WhatsApp Welcome Messages to New Leads in Vtiger CRM

Overview

This workflow sends a personalized WhatsApp welcome message to newly created leads in Vtiger CRM — using Evolution API — and updates the CRM record to ensure the message isn’t sent again.

It’s ideal for teams that want to greet new leads instantly , reduce manual effort, and automate the first touchpoint of the sales process.

---

🔄 What This Workflow Does

• ⏱ Runs every 1 minute via schedule trigger
• 📥 Fetches the latest uncontacted lead from Vtiger (cf_1090 != 1)
• 💬 Sends a personalized WhatsApp message using Evolution API
• ✅ Marks the lead as “messaged” by updating a custom field

---

📸 Visual Preview

🧩 Workflow Canvas

Full layout of the automation flow in n8n

💬 Evolution API Server

Example of the greeting message the lead receives:

Hi Ahmed Saadawi 😊,

We have received your interest with our services and we will contact you soon.

Have a nice day 🙏💐

---

🛠️ Setup Instructions

1. Vtiger CRM Setup

• Add a custom field (e.g. cf_1090) to track if a message was already sent

• Ensure lead records contain:

  • firstname, lastname, phone

• Connect your Vtiger CRM API credentials

2. Evolution API Setup

• Install or connect to your Evolution API instance

• Configure:

  • instanceName
  • remoteJid (from Vtiger lead phone)
  • Message template (edit as needed)

• Add your Evolution API credentials

3. Customize Message

Edit the message in the Evolution node to match your brand’s tone.

---

👥 Who Is This For?

• Sales teams needing instant CRM-to-WhatsApp follow-ups
• Companies automating first contact with leads
• Vtiger CRM users looking for WhatsApp engagement tools

---

🔐 Credentials Required

• ✅ Vtiger CRM API
• ✅ Evolution API (self-hosted or SaaS)

---

🏷 Tags

vtiger, whatsapp automation, evolution api, crm follow-up, sales automation, welcome message,
crm whatsapp integration, lead onboarding, no-code automation, n8n template, self-hosted n8n,
vtiger crm automation, community nodes, whatsapp message workflow