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

Description

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

Go to Settings → Community Nodes
Click Install Node
Add:

n8n-nodes-vtiger-crm
n8n-nodes-evolution-api

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