n8n Dental Lead Routing: GPT-4, Twilio SMS, GoHighLevel

Instantly qualify and route dental leads with n8n—using GPT-4, Twilio SMS, and GoHighLevel

This n8n automation workflow captures dental lead activity from webhooks, Twilio SMS replies, and Meta Lead Ads, then uses an OpenAI + Pinecone knowledge base agent to qualify prospects and automatically update GoHighLevel—triggering SMS/email replies, booking, voice-call alerts, follow-ups, and reporting.

What this workflow does

• Ingests leads from a webhook endpoint, Twilio SMS reply events, and Meta Lead Ads submissions.
• Merges and normalizes data so lead fields follow a consistent format across all sources.
• Qualifies with an OpenAI-powered agent using conversation memory and Pinecone RAG retrieval, including calendar availability checking and a structured scoring-based qualification result.
• Routes by treatment type and creates/updates the contact, pipeline stage, and custom fields in GoHighLevel.
• Responds immediately via Twilio SMS and SMTP email, and logs the interaction to Postgres (with optional Facebook Graph API replies).
• Handles high-priority leads by triggering a Twilio voice call, sending an alert to Slack, and booking an appointment in Google Calendar.
• Automates follow-ups on a schedule by pulling unresponsive leads from GoHighLevel and using OpenAI to select the next follow-up path.
• Delivers performance reporting on a schedule by querying lead/metric data from Postgres, formatting a dashboard report, then sending it to GoHighLevel via HTTP and email.

Use cases

• Capture every dental inquiry (including SMS replies) and instantly route them to the right treatment pipeline in GoHighLevel.
• Reduce missed appointments by checking calendar availability and booking automatically for high-priority prospects.
• Run scheduled follow-up sequences for unresponsive leads with AI-selected messaging paths.
• Send leadership-ready lead performance summaries automatically from Postgres into GoHighLevel.

Technical details

• n8n nodes include: if, set, code, merge, slack, switch
• Core integrations: Twilio SMS, GoHighLevel, OpenAI, Pinecone, Postgres, Slack, Google Calendar, SMTP email, and HTTP