WhatsApp AI Sales Chatbot Workflow: Gemini + HubSpot + Docs

Turn WhatsApp messages into AI-assisted sales replies—automatically—using Gemini, HubSpot, and your Docs/Sheets product knowledge

This n8n workflow listens to incoming WhatsApp Business Cloud API messages, generates grounded sales responses with Google Gemini, syncs customers to HubSpot, pulls product/company details from Google Sheets and Google Docs, and logs every conversation back to Sheets.

What this workflow does

• Triggers on new WhatsApp inbound messages received through the WhatsApp Business Cloud API.
• Filters events to process only updates that contain inbound message content.
• Uses per-contact memory keyed by the WhatsApp ID and calls Google Gemini to draft a sales reply.
• Searches for the sender in HubSpot, then creates or updates the contact record with details collected during the chat.
• Retrieves matching product information from a Google Sheets product catalog and policies/FAQs from a Google Docs company profile to ground the response.
• Appends the chat (customer message + AI-generated reply) to a Google Sheets chat log.
• Sends the final reply back on WhatsApp to the customer.

Use cases

• Answering common pre-sales questions on WhatsApp using your Docs-based FAQs.
• Providing accurate product recommendations from a Google Sheets catalog while maintaining a consistent sales tone.
• Automatically capturing leads and conversation context in HubSpot for faster follow-up.
• Maintaining an auditable WhatsApp chat history in Google Sheets for reporting and QA.

Technical details

• n8n nodes/tools: WhatsApp, Filter, Sticky Note, HubSpot, Google Sheets, Google Docs.
• Integrates with WhatsApp Business Cloud API (trigger + send action) and requires Meta webhook subscription to forward message events.
• Uses a Google Gemini (PaLM / AI Studio) API key for response generation.
• Uses HubSpot OAuth2 to search and create/update CRM contacts.
• Uses Google Sheets OAuth2 for the product catalog + chat logging, and Google Docs OAuth2 for company policies/FAQs.