Every web form, ad platform lead or CRM webhook (HubSpot and GoHighLevel shapes handled) is normalised into one lead record with a 24 hour duplicate guard. An AI step returns a score, intent, a summary and a drafted reply. Hot leads get an instant SMS or WhatsApp reply, three calendar slots, a 15 minute sales task and a Slack alert. Cooler leads are logged in the CRM and started on a nurture sequence.
There is a second trigger for voice agents: a call ended webhook from Retell or VAPI writes the call summary to the CRM and books a visit if the caller asked for one.
Tests on sample data: hot lead, cool lead, duplicate inside 24 hours, voice call summary with a booking, malformed payload. Every external call recorded so the expected side effects can be checked.
Workflow JSON and the test notes: GitHub - finamatik/n8n-workflows: Seven n8n workflows for finance and operations teams: WhatsApp lead agent, order to fulfilment, AI lead response, invoice intake, month end close, approvals, content QA gate. Built and tested on sample data. · GitHub