This workflow gives Sales Owners a two-way WhatsApp assistant connected to MOBLE → Leads:

• PATH A (Outbound): When a Lead is created/updated in MOBLE, n8n sends an AI-crafted WhatsApp notification to the Lead Owner (owner name/mobile from MOBLE).
• PATH B (Inbound): The Owner replies on WhatsApp and chats with an AI Agent that can send Email/SMS/WhatsApp to the lead, create meetings, update SPI/status in MOBLE, and search your knowledge base.

• n8n (cloud or self-hosted)
• MOBLE account with API key
• Meta Business Account (WhatsApp Business Platform)
• Google Workspace (Gmail, Calendar, Sheets)
• Twilio account with SMS-enabled number
• OpenAI API key

In AI Agents → AI Integrations, click the Help icon next to WhatsApp AI Agent to download:

• MOBLE Leads → WhatsApp (AI Agent) n8n workflow (.json)
• Sync Log Google Sheet (template)

In n8n Settings → Environment Variables add:

• MOBLE_SITE_NAME = your subdomain (no .moble.site)
• GOOGLE_SHEET_ID = ID from your Sync/Context Sheet URL
• WHATSAPP_PHONE_NUMBER_ID = from Meta WhatsApp setup
• TWILIO_PHONE_NUMBER = your Twilio number with country code (e.g. +15551234567)

Create one Google Sheet with three tabs (exact names/headers):

• LeadContext: owner_phone | lead_id | lead_json | updated_at
• Notifications: timestamp | lead_id | owner_name | owner_mobile | lead_name | company | spi_stamp | message_sent
• Conversations: timestamp | owner_phone | lead_id | direction | user_message | agent_response

Add your credentials to each node. 

• MOBLE API (HTTP Header Auth)
  Name: Authorization | Value: Bearer ak_XXXXXXXXXXXXXXXX
• WhatsApp Business Cloud: Access Token, Business Account ID, Phone Number ID
• OpenAI: API Key
• Gmail OAuth2, Google Calendar OAuth2, Google Sheets OAuth2
• Twilio: Account SID & Auth Token

• Create a Meta app (type: Business) and add the WhatsApp product.
• Get Phone Number ID, Business Account ID, and a Permanent Access Token.
• Webhook for PATH B: Activate the workflow, copy the Webhook URL from the WhatsApp Trigger node, then in Meta → WhatsApp → Configuration set: Callback URL = n8n webhook, Verify Token = any string (e.g. moble_verify_token), subscribe to messages.

• Import the workflow JSON. Open each node and assign credentials: MOBLE API to all MOBLE HTTP nodes; WhatsApp to WhatsApp nodes; Gmail, Calendar, Sheets, Twilio, OpenAI respectively.
• Save.

• In n8n, open Webhook: MOBLE Lead Activity, copy the URL.
• In MOBLE → Agents → [Your Agent] → Edit → Integrations, paste this URL into the n8n Webhook field for Leads. Save.

• Toggle workflow to Active.
• Test PATH A: Send a POST to the webhook with a sample payload (Lead + Enquiry). Owner should receive a WhatsApp notification.
• Test PATH B: From the Owner’s phone, message your WhatsApp business number: “What’s the status?”, “Schedule a meeting tomorrow 2pm”, “Send intro email”, etc.

Email via Gmail, SMS via Twilio, WhatsApp to Lead, WhatsApp Template, Create Meeting (Calendar), Update Lead (status/priority/importance), Get Lead Details, Search Knowledge.

STATUS (S) - Deal Stage (0-10)
0 - New Lead - Unassigned
1 - Assigned - To Sales Rep
2 - Outreach - Initial Contact
3 Discovery - Needs Analysis
4 - Presentation - Pitching
5 - Meetings - Engagement
6 - Proposal - Proposal Sent
7 - Objections - Handling Concerns
8 - Contract - Contract Signing
9 - Negotiation - Finalizing Terms
10 - Sold - Closed/Won

PRIORITY (P) - Urgency (1-10)
10 - Now or Never - Pay TODAY
9 - Closing Window - Fast-moving deal
8 - Final Stages - Near completion
7 - Active Decision - Considering options
6 - Ongoing - Nurturing steadily
5 - Progressing - Strategic follow-ups
4 - Keeping Warm - Touchpoint required
3 - Future Potential - Low urgency
2 - Long-Term - Relationship building
1 - Dormant - Unlikely to convert

IMPORTANCE (I) - Pipeline Impact (1-10)
10 - Game Changer - Transforms results
9 - Major Win - High revenue impact
8 - Key Account - Substantial value
7 - Strong - Meaningful deal
6 - Consistent - Decent opportunity
5 - Reliable Sale - Steady business
4 - Good Addition - Worth pursuing
3 - Minor Impact - Small deal
2 - Filler Sale - Minimal value
1 - Low-Stakes - Insignificant

• WhatsApp not sending: Check Phone Number ID, Access Token, and E.164 phone formats.
• Webhook silent: Confirm URL pasted in MOBLE and workflow is Active; review n8n execution logs.
• AI not responding: Verify OpenAI key/credits; Sheets credential access to the Sheet ID; tabs named exactly.
• Templates failing: Ensure Meta template name, language, and parameters match the approved template.

SECURITY: Restrict access to n8n and Sheets. Rotate MOBLE/OpenAI tokens. Remove credentials when staff leave.