AI WhatsApp Lead Qualification Workflow (n8n + Gemini + Postgres)

Qualify real estate WhatsApp leads with AI—automatically score intent and notify your sales team

Turn inbound property enquiries into actionable opportunities. This AI WhatsApp Lead Qualification Workflow (n8n + Gemini + Postgres) captures leads from your form or CRM, runs an AI-powered WhatsApp qualification conversation, calculates buying intent and readiness, stores results in PostgreSQL, and alerts your sales team when the lead is ready for follow-up.

What this workflow does

• Receive a Lead: Accept lead data via a webhook from a website form, Google Form, CRM, or another lead source.
• Validate & Store: Validate and normalize lead details, then store them in PostgreSQL.
• Start a WhatsApp Conversation: Send a WhatsApp template to begin qualification via WhatsApp Cloud API.
• AI Qualification (Gemini): Use Google Gemini to converse with the prospect and collect key requirements such as property type, preferred location, budget, purchase purpose, and timeline.
• Maintain Conversation Memory: Keep conversation history in PostgreSQL so the AI retains context across messages.
• Lead Scoring: Once enough information is gathered, evaluate buying intent and factors including urgency, site-visit interest, budget, engagement, financial readiness, and decision-making authority.
• Store & Notify: Save score, lead band, confidence, and recommended action in PostgreSQL, then notify your sales team for follow-up.

Use cases

• Automatically qualify real estate leads generated from a website form or Google Form.
• Reduce manual WhatsApp follow-up by letting Gemini ask the right questions and determine next steps.
• Speed up lead management by sending sales alerts only after sufficient qualification details are collected.

Technical details

• Nodes/tech: if, code, webhook, postgres, whats app, sticky note
• AI: Google Gemini (qualification + lead scoring)
• Storage & memory: PostgreSQL for lead records and conversation history
• Messaging: WhatsApp Cloud API (template-based conversation start)

Setup required: connect WhatsApp Cloud API credentials, configure the WhatsApp sending/receiving number, create a Google Gemini API credential, and configure PostgreSQL.