💬 Automate lead qualification calls with Salesforce, Retell AI, and OpenAI analysis
⚡ 1,005 views · 💬 Lead Nurturing & AI Sales Agents
Description
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
🔗 Nodes Used
HTTP Request, Webhook, Salesforce, AI Agent, OpenAI Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File