Project Overview:
This project was built for a Brazilian insurance brokerage company generating leads through Facebook and Instagram Lead Ads. The client needed a fully automated system to capture leads instantly, initiate WhatsApp conversations, qualify prospects using AI, and manage the entire sales pipeline without any manual intervention.
The Goal:
Build a smart, real-time automation pipeline that could:
Capture new leads the moment they submit a Meta Lead Ad form
Send an immediate, personalized WhatsApp message
Qualify the lead using a conversational AI agent
Automatically update deal stages inside HubSpot CRM
The Challenges:
Meta Lead Ads deliver data in complex nested formats, requiring normalization before the information could be processed downstream. Additionally, WhatsApp messages arrive in varying formats, making it critical to ensure the AI agent maintained natural conversation flow — without restarting sessions or repeating greetings on every incoming message.
The Solution:
A complete end-to-end automation workflow was built using n8n, integrating:
Meta Lead Ads API — real-time lead capture from Facebook & Instagram
WhatsApp Business API — instant first message + ongoing AI conversation
AI Conversational Agent — qualifies leads, handles objections, guides prospects
HubSpot CRM — automatic deal creation and stage updates
Google Sheets — lead data backup and reporting layer
The system captures every lead in real time, opens a WhatsApp conversation immediately, lets the AI agent handle qualification, and pushes deal stage updates to HubSpot automatically based on conversation outcomes.
The Result:
The client now runs a fully automated lead qualification pipeline that responds to every lead within seconds, keeps CRM data organized without manual entry, and guides qualified prospects toward booking a consultation — all without a single human touchpoint in the process.
Tech Stack:
n8n · Meta Lead Ads API · WhatsApp Business API · HubSpot CRM · Google Sheets · AI Agent (LLM)