Transform your lead qualification process with automated AI-powered phone calls triggered directly from Salesforce lead creation.
What this workflow does:
- Webhook Trigger : Receives new lead data from Salesforce
- Automated Calling : Initiates phone calls via Retell AI
- Smart Monitoring : Polls call status until completion
- AI Analysis : Uses OpenAI to analyze call transcripts
- Salesforce Integration : Creates follow-up tasks with insights
Perfect for:
- Sales teams wanting to qualify leads faster
- Companies using Salesforce CRM
- Organizations looking to automate initial prospect outreach
- Teams wanting AI-powered call analysis
You'll need:
- Salesforce org with lead creation triggers
- Retell AI account and agent setup
- OpenAI API access
- Basic n8n workflow knowledge
Setup time: ~15 minutes
Author : Sri Kolagani
Template Type : Free
