Automated CRM Updates from Telli Call Events

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This n8n workflow automates the process of updating Airtable CRM records based on real-time call event data received from Telli, an AI-powered voice platform. The workflow starts with a webhook that captures call details triggered at call end, such as call status and scheduled appointments. It then routes the data based on whether the call was successful or not using a switch node. For completed calls, it updates the CRM to mark the call as completed and logs appointment bookings, enabling timely follow-up and scheduling. If the call was not reached, it updates the CRM to flag the contact for follow-up. The setup is ideal for sales and support teams looking to streamline post-call actions, ensure accurate CRM data, and maintain proactive customer engagement through automatic updates and follow-up triggers.

Node Count

6 – 10 Nodes

Nodes Used

airtable, stickyNote, switch, webhook

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