Automated Lead Qualification & Call Workflow with RetellAI

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This n8n workflow automates the process of qualifying outbound leads and managing inbound calls using RetellAI, Google Sheets, Twilio, and Gmail. It streamlines lead engagement by scheduling and reminding for outbound qualification calls, handling inbound appointment calls, and updating records automatically. The workflow detects new leads in Google Sheets, sends SMS reminders to prospects, initiates calls via RetellAI, and processes post-call summaries with OpenAI. It also manages inbound calls through webhooks, verifies lead details, and sends follow-up emails with insights and suggestions for improvement. This setup is ideal for service providers like roofing companies seeking efficient lead management and call analysis, enhancing productivity and customer engagement.

Node Count

11 – 20 Nodes

Nodes Used

@n8n/n8n-nodes-langchain.openAi, filter, gmail, googleSheets, googleSheetsTrigger, httpRequest, if, respondToWebhook, stickyNote, twilio, wait, webhook

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