<aside>

Goal:

Automate the lead intake process using AI and seamlessly store qualified leads in Airtable for CRM usage.

Problem:

Manual qualification of inbound leads through messaging apps like Telegram leads to loss of information, time waste, and poor CRM updates.

Solution:

An AI-powered Telegram bot that qualifies leads through conversation, collects structured information, and automatically stores new contacts into Airtable.

🔷 Step 1:

Telegram bot receives a new message (text or voice).

🔷 Step 2:

n8n triggers the workflow based on the message.

🔷 Step 3:

A Switch node filters between text and voice input.

🔷 Step 4:

If voice, the message is transcribed via OpenAI Whisper.

🔷 Step 5:

The text input is sent to an AI Agent node.

🔷 Step 6:

The agent asks qualifying questions (CRM used, budget, timeline).

🔷 Step 7:

The user answers in natural conversation.

🔷 Step 8:

AI agent extracts structured data (name, email, phone, notes).

🔷 Step 9:

Airtable is queried to check if the email already exists.

🔷 Step 10:

If not found, a new record is created with the user data.

🔷 Step 11:

Optionally, an appointment is created in Google Calendar.

🔷 Step 12:

A Code node formats the output. Replaces all occurrences of the \n break with an escaped sequence \line\n.

🔷 Step 13:

A Telegram message summarizes the captured info back to the user.

🔷 Step 14:

The conversation and lead are logged for future use.

Tools Used:

• n8n (workflow automation)
• OpenAI (text understanding & voice transcription)
• Telegram Bot API
• Airtable (CRM database)
• Google Calendar (optional scheduling)

Impact:

• Reduced manual qualification time by 90%
• Ensures no leads are lost
• CRM stays updated with clean and verified data
• Fully scalable for any service-based business

🧠Learnings:

• How to chain conversational AI with CRM systems
• Practical use of OpenAI Agents in real-world automation
• Advanced conditional logic and data formatting in n8n
• Voice-to-text integration using OpenAI Whisper
• Better understanding of how to structure database inputs for clean automation </aside>

📂 Download & Explore the Workflow

View GitHub Repository :

AI-Lead-Qualifier-CRM-Integration-Bot---n8n/AI Lead Qualifier & CRM Integration Bot.json at main · AlvLeoAI/AI-Lead-Qualifier-CRM-Integration-Bot---n8n