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

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Created by: Sri Kolagani || srikolagani

Sri Kolagani

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Last update 3 days ago

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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