Automate Lead Qualification Calls with Salesforce, Retell AI, and OpenAI Analysis

Transform your lead qualification process with automated AI-powered phone calls triggered directly from Salesforce lead creation.

What this workflow does:

1. Webhook Trigger: Receives new lead data from Salesforce
2. Automated Calling: Initiates phone calls via Retell AI
3. Smart Monitoring: Polls call status until completion
4. AI Analysis: Uses OpenAI to analyze call transcripts
5. 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