WhatsApp Message Auto-Logger for Vtiger CRM with Lead Relation โ€” n8n ์›Œํฌํ”Œ๋กœ

๋ณดํ†ต ๋ณต์žก๋„๐Ÿ”— Webhook9๊ฐœ์˜ ๋…ธ๋“œ๐Ÿ’Ž Other์ž‘์„ฑ์ž: Ahmed Saadawi

๊ฐœ์š”

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

Description

๐Ÿ”ฅ A Game-Changer for CRM Logging! Automatically Log WhatsApp Inbound Messages to Vtiger and Link to Leads ๐Ÿ’ฌโšก โš ๏ธ This Workflow Requires Community Nodes & a Self-Hosted n8n Instance

> This template uses a custom community node: > * n8n-nodes-vtiger-crm > โœ… No need for an Evolution API node โ€” webhook is used instead.

๐Ÿ”ง How to Install Community Nodes

Go to Settings โ†’ Community Nodes Click Install No

์‚ฌ์šฉ๋œ ๋…ธ๋“œ

Log to WhatsAppLog (New Lead)No Operation, do nothingWebhook: WhatsApp ListenIf Lead existingSet: Extract Name, Phone & MessageSticky Note

์›Œํฌํ”Œ๋กœ ๋ฏธ๋ฆฌ๋ณด๊ธฐ

Summary
This workflow:
- Listens for inbound WhatsApp messages.
- Ignores group messages and those sent by yourself (Ou
- Searches Vtiger CRM for an existing lead by phone.
- If
S
Search Lead by Phone
C
Create Lead
L
Log to WhatsAppLog (Exisโ€ฆ
N
No Operation, do nothing
โšก
W
Webhook: WhatsApp Listen
I
If message not from grouโ€ฆ
S
Set: Extract Name, Phoneโ€ฆ
I
If Lead existing
L
Log to WhatsAppLog (New โ€ฆ
9 nodes8 edges

์ž‘๋™ ์›๋ฆฌ

  1. 1

    ํŠธ๋ฆฌ๊ฑฐ

    ์›Œํฌํ”Œ๋กœ๋Š” webhook ํŠธ๋ฆฌ๊ฑฐ๋กœ ์‹œ์ž‘ํ•ฉ๋‹ˆ๋‹ค.

  2. 2

    ์ฒ˜๋ฆฌ

    ๋ฐ์ดํ„ฐ๊ฐ€ 9๊ฐœ์˜ ๋…ธ๋“œ๋ฅผ ํ†ตํ•ด ํ๋ฆ…๋‹ˆ๋‹ค, connecting if, n8n-nodes-vtiger-crm.vtigernode, set.

  3. 3

    ์ถœ๋ ฅ

    ์›Œํฌํ”Œ๋กœ๊ฐ€ ์ž๋™ํ™”๋ฅผ ์™„๋ฃŒํ•˜๊ณ  ๊ตฌ์„ฑ๋œ ๋Œ€์ƒ์— ๊ฒฐ๊ณผ๋ฅผ ์ „๋‹ฌํ•ฉ๋‹ˆ๋‹ค.

๋…ธ๋“œ ์„ธ๋ถ€ ์ •๋ณด (9)

LO

Log to WhatsAppLog (New Lead)

n8n-nodes-vtiger-crm.vtigerNode

#1
NO

No Operation, do nothing

noOp

#2
WE

Webhook: WhatsApp Listen

webhook

#3
IF

If Lead existing

if

#4
SE

Set: Extract Name, Phone & Message

set

#5
ST

Sticky Note

stickyNote

#6

์ด ์›Œํฌํ”Œ๋กœ ๊ฐ€์ ธ์˜ค๋Š” ๋ฐฉ๋ฒ•

  1. 1์˜ค๋ฅธ์ชฝ์˜ JSON ๋‹ค์šด๋กœ๋“œ ๋ฒ„ํŠผ์„ ํด๋ฆญํ•˜์—ฌ ์›Œํฌํ”Œ๋กœ ํŒŒ์ผ์„ ์ €์žฅํ•ฉ๋‹ˆ๋‹ค.
  2. 2n8n ์ธ์Šคํ„ด์Šค๋ฅผ ์—ด๊ณ  ์›Œํฌํ”Œ๋กœ โ†’ ์ƒˆ๋กœ ๋งŒ๋“ค๊ธฐ โ†’ ํŒŒ์ผ์—์„œ ๊ฐ€์ ธ์˜ค๊ธฐ๋กœ ์ด๋™ํ•ฉ๋‹ˆ๋‹ค.
  3. 3๋‹ค์šด๋กœ๋“œ๋œ whatsapp-message-auto-logger-for-vtiger-crm-with-lead-relation ํŒŒ์ผ์„ ์„ ํƒํ•˜๊ณ  ๊ฐ€์ ธ์˜ค๊ธฐ๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. 4๊ฐ ์„œ๋น„์Šค ๋…ธ๋“œ์— ๋Œ€ํ•œ ์ž๊ฒฉ ์ฆ๋ช…๏ผˆAPI ํ‚ค, OAuth ๋“ฑ๏ผ‰์„ ์„ค์ •ํ•ฉ๋‹ˆ๋‹ค.
  5. 5์›Œํฌํ”Œ๋กœ ํ…Œ์ŠคํŠธ๋ฅผ ํด๋ฆญํ•˜์—ฌ ๋ชจ๋“  ๊ฒƒ์ด ์ž‘๋™ํ•˜๋Š”์ง€ ํ™•์ธํ•œ ํ›„ ํ™œ์„ฑํ™”ํ•ฉ๋‹ˆ๋‹ค.

๋˜๋Š” n8n โ†’ JSON์—์„œ ๊ฐ€์ ธ์˜ค๊ธฐ์— ์ง์ ‘ ๋ถ™์—ฌ๋„ฃ๊ธฐ:

{ "name": "WhatsApp Message Auto-Logger for Vtiger CRM with Lead Relation", "nodes": [...], ...}

ํ†ตํ•ฉ

ifn8n-nodes-vtiger-crm.vtigernodesetwebhook

์ด ์›Œํฌํ”Œ๋กœ ๊ฐ€์ ธ์˜ค๊ธฐ

ํ•œ ๋ฒˆ์˜ ํด๋ฆญ์œผ๋กœ ๋‹ค์šด๋กœ๋“œ ๋ฐ ๊ฐ€์ ธ์˜ค๊ธฐ

JSON ๋‹ค์šด๋กœ๋“œn8n.io์—์„œ ๋ณด๊ธฐ
๋…ธ๋“œ9
๋ณต์žก๋„medium
ํŠธ๋ฆฌ๊ฑฐwebhook
์นดํ…Œ๊ณ ๋ฆฌOther

์ œ์ž‘์ž

Ahmed Saadawi

Ahmed Saadawi

@ahmedsaadawi

ํƒœ๊ทธ

ifn8n-nodes-vtiger-crm.vtigernodesetwebhook
โšก

n8n์„ ์ฒ˜์Œ ์‚ฌ์šฉํ•˜์‹œ๋‚˜์š”?

n8n์€ ๋ฌด๋ฃŒ ์˜คํ”ˆ์†Œ์Šค ์›Œํฌํ”Œ๋กœ ์ž๋™ํ™” ๋„๊ตฌ์ž…๋‹ˆ๋‹ค. ์ž์ฒด ํ˜ธ์ŠคํŒ…ํ•˜๊ฑฐ๋‚˜ ํด๋ผ์šฐ๋“œ ๋ฒ„์ „์„ ์‚ฌ์šฉํ•˜์„ธ์š”.

n8n ๋ฌด๋ฃŒ๋กœ ์‹œ์ž‘ํ•˜๊ธฐ โ†’