What is this?
What is this? This workflow is a Lead Qualification Voice Agent automation template built in n8n. It automates the process of qualifying leads by initiating outbound calls, analyzing call transcripts, updating lead data, and sending follow-up emails. The workflow integrates Google Sheets, OpenAI, and Twilio (via ElevenLabs API) to streamline lead management for sales or customer success teams. 1. Initiate Call Purpose: This step starts the lead qualification process by detecting new leads and preparing to contact them. How it works: The workflow is triggered when a new lead is added to your data source (such as a new row in Google Sheets, using the “Google Sheets Trigger” node). The trigger node captures essential lead information (e.g., name, phone number, service of interest) from the new entry. The workflow then prepares a personalized call script or opener, often using an AI node (like OpenAI) to generate a friendly and relevant introduction based on the lead’s details. An outbound call is initiated to the lead’s phone number using a telephony integration node (such as HTTP Request to ElevenLabs or Twilio). Note: Ensure your trigger node is correctly set up to monitor the right data source and columns. Configure the telephony node with valid API credentials and the correct phone number field. Optionally, customize the AI prompt to tailor the call opener to your business context. 2. Fetch Client Data Purpose: This step retrieves detailed information about the lead from your data source (such as a CRM, database, or Google Sheets). How it works: The workflow uses a data retrieval node (such as Google Sheets, HTTP Request, or a database node) to fetch client details based on a unique identifier (like phone number or email) captured in the trigger step. The node is configured to query the data source for all relevant fields, such as the lead’s name, company, previous interactions, and any custom attributes important for your qualification process. The fetched data is then made available to subsequent nodes, allowing for dynamic personalization of the call script and follow-up actions. Note: Ensure your data source is up-to-date and contains all necessary fields for lead qualification. 3. Outbound Call Processing Purpose: To manage the workflow after the outbound call is initiated, including handling call results, analyzing transcripts, and updating lead status. How it works: After the call is placed (using a telephony integration node), the workflow waits for the call to complete. This can be achieved using a webhook node (if your provider supports callbacks) or a polling node to check call status. Once the call is finished, the workflow retrieves the call outcome (e.g., answered, voicemail, failed) and, if available, the call transcript. The transcript can be sent to an AI node (like OpenAI) for analysis—such as extracting intent, sentiment, or key information discussed during the call. Based on the analysis, the workflow updates the lead’s status in your data source (e.g., marking as “Qualified,” “Needs Follow-up,” or “Unreachable”). Optionally, the workflow can trigger additional actions, such as sending a follow-up email, notifying a sales rep, or logging the interaction in your CRM. Note: Use webhook nodes for real-time call result processing if your telephony provider supports it. Log all call results and analysis for future reference and reporting. Prerequisities OpenAI Google Sheets Twilio Elevenlabs: Import the twilio number into Elevenlabs Set up an agent in Elevenlabs Set up prompt into Elevenlabs Set up webhooks for fetch client initiation data and post call data Customization Change Data Source: Swap the Google Sheets node for another data source (e.g., Airtable, MySQL) as needed. Modify Call Script: Edit the OpenAI prompt to generate different call openers or scripts based on your use case. Adjust Call Logic: Modify the outbound call node to use a different telephony provider or to handle call scheduling. Notification Options: Integrate with email, chat, or notification services to alert your team of qualified leads. An n8n automation workflow template by Jainik Sheth.
Jainik Sheth
web
free
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