WhatsApp message auto-logger for Vtiger CRM with lead relation

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Auto Log WhatsApp Inbound Messages to Vtiger CRM Leads (with WhatsAppLog) Description A Game Changer for CRM Logging! Automatically Log WhatsApp Inbound Messages to Vtiger and Link to Leads ...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-vtiger-crm.vtigernode, n8n-nodes-base.noop, n8n-nodes-base.webhook, n8n-nodes-base.if, n8n-nodes-base.set, n8n-nodes-base.stickynote

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: WhatsApp message auto-logger for Vtiger CRM with lead relation
Workflow name: WhatsApp message auto-logger for Vtiger CRM with lead relation

Auto-Log WhatsApp Inbound Messages to Vtiger CRM Leads (with WhatsAppLog)

Description

🔥 A Game-Changer for CRM Logging! Automatically Log WhatsApp Inbound Messages to Vtiger and Link to Leads 💬⚡ ⚠️ This Workflow Requires Community Nodes & a Self-Hosted n8n Instance

> This template uses a custom community node: > * n8n-nodes-vtiger-crm > ✅ No need for an Evolution API node — webhook is used instead.

🔧 How to Install Community Nodes

Go to Settings → Community Nodes Click Install Node Add this:

n8n-nodes-vtiger-crm

Restart n8n if prompted.

💬 Automatically Log WhatsApp Inbound Messages in Vtiger CRM

Overview

This workflow listens for inbound WhatsApp messages via Evolution API Webhook, filters out outbound and group messages, and logs the message in the custom WhatsAppLog module in Vtiger. If the sender is not in CRM, it creates a new lead and links the message.

🔄 What This Workflow Does

📩 Listens to WhatsApp inbound messages via webhook 🚫 Filters out group and outbound messages 🔍 Looks up existing lead by phone 🆕 Creates a new lead if not found 🧾 Logs the message in the WhatsAppLog module 🔗 Relates message to corresponding lead

🔗 Evolution API Webhook Configuration

Open your Evolution API dashboard
Go to Events → Webhook
Enable Webhook
Set the Webhook URL to your n8n webhook path: https://your-n8n-domain/webhook/whatsAppListen
Enable only the event: ✅ MESSAGES_UPSERT
Disable all other events to avoid unnecessary triggers

This ensures only inbound WhatsApp messages are pushed to n8n.

> No need to use the Evolution API node in n8n. All communication is triggered via webhook.

📸 Visual Preview

🧩 Workflow Canvas

> Full view of the automation steps in n8n

💬 WhatsApp Message Capture

> A sample inbound message sent to your WhatsApp number

🛠️ Setup Instructions

1. Vtiger CRM Setup

Ensure the Leads module has phone fields (phone or mobile)
Create a custom module WhatsAppLog (if not already present)
Connect your Vtiger CRM API credentials to n8n

2. Webhook Setup

Follow the Webhook Configuration steps above for Evolution API
Make sure your n8n instance is publicly accessible

3. Workflow Customization

Update field mapping inside the Set and Log nodes
Adjust the assigned_user_id or custom fields as needed

👥 Who Is This For?

CRM admins managing WhatsApp communication
Sales teams tracking lead interactions in Vtiger
Support teams logging WhatsApp tickets
Businesses using Evolution API to receive WhatsApp messages

🔐 Credentials Required

✅ Vtiger CRM API ❌ No Evolution API credentials needed inside workflow (webhook-only)

🏷 Tags

vtiger, whatsapp, crm automation, inbound message logging, evolution api, whatsapp crm integration, n8n template, community nodes, lead management, self-hosted n8n, customer communication, no-code crm, webhook

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 - Search Lead by Phone

Type / Role: n8n-nodes-vtiger-crm.vtigerNode - vtigerNode
Config choices: Version 1

Block 2 - Create Lead

Type / Role: n8n-nodes-vtiger-crm.vtigerNode - vtigerNode
Config choices: Version 1

Block 3 - Log to WhatsAppLog (Existing Lead)

Type / Role: n8n-nodes-vtiger-crm.vtigerNode - vtigerNode
Config choices: Version 1

Block 4 - No Operation, do nothing

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

Block 5 - Webhook: WhatsApp Listen

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

Block 6 - If message not from group and not outbound

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 7 - Set: Extract Name, Phone & Message

Type / Role: n8n-nodes-base.set - set
Config choices: Version 2

Block 8 - If Lead existing

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 9 - Log to WhatsAppLog (New Lead)

Type / Role: n8n-nodes-vtiger-crm.vtigerNode - vtigerNode
Config choices: Version 1

Block 10 - Sticky Note

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

3. Summary Table

Workflow	WhatsApp message auto-logger for Vtiger CRM with lead relation
Complexity	intermediate
Nodes	10
Categories	CRM
Author	Ahmed Saadawi
Published	28 Jul 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/6595/6595.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

Frequently asked questions

What does WhatsApp message auto-logger for Vtiger CRM with lead relation do?

Auto Log WhatsApp Inbound Messages to Vtiger CRM Leads (with WhatsAppLog) Description A Game Changer for CRM Logging! Automatically Log WhatsApp Inbound Messages to Vtiger and Link to Leads ...

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 use case.

Ahmed Saadawi

7 workflows

Nodes

n8n-nodes-vtiger-crm.vtigernode n8n-nodes-base.noop n8n-nodes-base.webhook n8n-nodes-base.if n8n-nodes-base.set n8n-nodes-base.stickynote

Complexity

intermediate

Published 28 Jul 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/6595/6595.json

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WhatsApp message auto-logger for Vtiger CRM with lead relation

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Auto-Log WhatsApp Inbound Messages to Vtiger CRM Leads (with WhatsAppLog)

Description

🔧 How to Install Community Nodes

💬 Automatically Log WhatsApp Inbound Messages in Vtiger CRM

Overview

🔄 What This Workflow Does

🔗 Evolution API Webhook Configuration

📸 Visual Preview

🧩 Workflow Canvas

💬 WhatsApp Message Capture

🛠️ Setup Instructions

1. Vtiger CRM Setup

2. Webhook Setup

3. Workflow Customization

👥 Who Is This For?

🔐 Credentials Required

🏷 Tags

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Search Lead by Phone

Block 2 - Create Lead

Block 3 - Log to WhatsAppLog (Existing Lead)

Block 4 - No Operation, do nothing

Block 5 - Webhook: WhatsApp Listen

Block 6 - If message not from group and not outbound

Block 7 - Set: Extract Name, Phone & Message

Block 8 - If Lead existing

Block 9 - Log to WhatsAppLog (New Lead)

Block 10 - Sticky Note

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