Manage Streak CRM via WhatsApp using GPT‐4.1 and Gemini

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1. Workflow Overview

How it works This AI agent manages your Streak CRM via WhatsApp. Send messages to create contacts, add boxes to pipelines, update stages, link contacts to boxes, and retrieve information, add and g...

Best for

CRM automation workflows
AI Chatbot automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.whatsapp, n8n-nodes-base.whatsapptrigger, n8n-nodes-base.httprequest, n8n-nodes-base.set, @n8n/n8n-nodes-langchain.openai, @n8n/n8n-nodes-langchain.memorybufferwindow, n8n-nodes-streak-crm.streaktool, @n8n/n8n-nodes-langchain.lmchatopenai

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Shadrack.

Original n8n.io source

1.1 Workflow description

Title: Manage Streak CRM via WhatsApp using GPT‐4.1 and Gemini
Workflow name: Manage Streak CRM via WhatsApp using GPT‐4.1 and Gemini

How it works

This AI agent manages your Streak CRM via WhatsApp. Send messages to create contacts, add boxes to pipelines, update stages, link contacts to boxes, and retrieve information, add and get tasks all through natural conversation.

Setup steps

Connect your Streak API credentials (Basic Auth) Configure WhatsApp Business integration Add your Streak pipeline keys to the workflow Test with a simple command like "create contact John Doe"

Customization tips

Add custom Streak fields to the AI's tool descriptions Modify pipeline stages to match your workflow Adjust AI prompts to recognize your team's terminology Enable additional Streak operations (comments, tasks, files)

The agent worked perfectly when you give it access to streak API documentation, to attain even more complex tasks

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Send message

Type / Role: n8n-nodes-base.whatsApp - whatsApp
Config choices: Version 1.1

Block 2 - WhatsApp Trigger

Type / Role: n8n-nodes-base.whatsAppTrigger - whatsAppTrigger
Config choices: Version 1

Block 3 - Download Image

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 4 - Download Voicemail

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 5 - Gets WhatsApp Image Source URL

Type / Role: n8n-nodes-base.whatsApp - whatsApp
Config choices: Version 1

Block 6 - Gets WhatsApp Voicemail Source URL

Type / Role: n8n-nodes-base.whatsApp - whatsApp
Config choices: Version 1

Block 7 - Map text prompt

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 8 - Map image prompt

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 9 - OpenAI1

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 1.8

Block 10 - OpenAI

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 1.8

Block 11 - Simple Memory

Type / Role: @n8n/n8n-nodes-langchain.memoryBufferWindow - memoryBufferWindow
Config choices: Version 1.3

Block 12 - Get_boxes_details

Type / Role: n8n-nodes-streak-crm.streakTool - streakTool
Config choices: Version 1

Block 13 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.3

Block 14 - Comment tag

Type / Role: n8n-nodes-base.httpRequestTool - httpRequestTool
Config choices: Version 4.3

Block 15 - Update_box_in_Streak

Type / Role: n8n-nodes-streak-crm.streakTool - streakTool
Config choices: Version 1

Block 16 - Create a contact

Type / Role: n8n-nodes-streak-crm.streakTool - streakTool
Config choices: Version 1

Block 17 - Update a contact

Type / Role: n8n-nodes-streak-crm.streakTool - streakTool
Config choices: Version 1

Block 18 - Google Gemini Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatGoogleGemini - lmChatGoogleGemini
Config choices: Version 1

Block 19 - Create a box in a pipeline in Streak

Type / Role: n8n-nodes-streak-crm.streakTool - streakTool
Config choices: Version 1

Block 20 - Streak_Doc

Type / Role: @tavily/n8n-nodes-tavily.tavilyTool - tavilyTool
Config choices: Version 1

Block 21 - Get_user_in_Streak

Type / Role: n8n-nodes-streak-crm.streakTool - streakTool
Config choices: Version 1

Block 22 - Get_pipeline-fileds

Type / Role: n8n-nodes-streak-crm.streakTool - streakTool
Config choices: Version 1

Block 23 - Get_Custom_Operation

Type / Role: n8n-nodes-base.httpRequestTool - httpRequestTool
Config choices: Version 4.3

Block 24 - POST_Custom_Operation

Type / Role: n8n-nodes-base.httpRequestTool - httpRequestTool
Config choices: Version 4.3

Showing the first 24 of 34 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Manage Streak CRM via WhatsApp using GPT‐4.1 and Gemini
Complexity	advanced
Nodes	34
Categories	CRM, AI Chatbot
Author	Shadrack
Published	04 Feb 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/13218/13218.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Chatbot workflows

Frequently asked questions

What does Manage Streak CRM via WhatsApp using GPT‐4.1 and Gemini do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Chatbot use case.

Shadrack

7 workflows

Nodes

n8n-nodes-base.whatsapp n8n-nodes-base.whatsapptrigger n8n-nodes-base.httprequest n8n-nodes-base.set @n8n/n8n-nodes-langchain.openai @n8n/n8n-nodes-langchain.memorybufferwindow n8n-nodes-streak-crm.streaktool @n8n/n8n-nodes-langchain.lmchatopenai

Complexity

advanced

Published 04 Feb 2026

Likes 0

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Install path: /data/workflows/13218/13218.json

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Manage Streak CRM via WhatsApp using GPT‐4.1 and Gemini

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

Setup steps

Customization tips

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Send message

Block 2 - WhatsApp Trigger

Block 3 - Download Image

Block 4 - Download Voicemail

Block 5 - Gets WhatsApp Image Source URL

Block 6 - Gets WhatsApp Voicemail Source URL

Block 7 - Map text prompt

Block 8 - Map image prompt

Block 9 - OpenAI1

Block 10 - OpenAI

Block 11 - Simple Memory

Block 12 - Get_boxes_details

Block 13 - OpenAI Chat Model

Block 14 - Comment tag

Block 15 - Update_box_in_Streak

Block 16 - Create a contact

Block 17 - Update a contact

Block 18 - Google Gemini Chat Model

Block 19 - Create a box in a pipeline in Streak

Block 20 - Streak_Doc

Block 21 - Get_user_in_Streak

Block 22 - Get_pipeline-fileds

Block 23 - Get_Custom_Operation

Block 24 - POST_Custom_Operation

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions