Automate B2B Lead Qualification with Smart Voice Calls
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Streamline your B2B lead qualification process by automatically initiating intelligent voice calls to new leads captured in Google Sheets. This workflow leverages VAPI to gather crucial prospect information and seamlessly updates your CRM.
About This Workflow
Elevate your sales outreach with this powerful automation that transforms your lead qualification. When a new lead is added to your Google Sheet, this workflow springs into action. It intelligently initiates an outbound voice call using VAPI, allowing an AI assistant to engage with the prospect, ask qualifying questions, and gather essential data like company name and size. The collected insights are then automatically saved to a dedicated CRM sheet, ensuring your sales team has up-to-date, qualified leads ready for immediate follow-up. This reduces manual effort, accelerates your sales cycle, and ensures no potential opportunity is missed.
Key Features
- Automated Lead Capture: Triggers instantly upon new lead entry in Google Sheets.
- Intelligent Voice Qualification: Utilizes VAPI to conduct AI-powered qualification calls.
- Data Extraction: Captures key prospect details like name, company, and size.
- Seamless CRM Integration: Automatically updates your CRM (Google Sheets) with qualified lead data.
- Efficient Sales Workflow: Frees up sales reps for high-value engagement.
How To Use
- Connect Google Sheets: Configure the 'New Lead Captured' node to monitor your Google Sheet for new row entries, specifying your document and sheet.
- Configure VAPI Integration: In the 'Initiate Voice Call (VAPI)' node, set up the VAPI API endpoint and credentials, including your assistant ID, phone number ID, and agent phone number.
- Define Lead Data Capture: Ensure the 'Receive Lead Details from VAPI' webhook is set up to receive the call outcome and extracted data from VAPI.
- Map Lead Data to CRM: Configure the 'Save Qualified Lead to CRM Sheet' node to map the extracted lead information (name, company name, company size) from the VAPI webhook response to the appropriate columns in your CRM Google Sheet.
- Acknowledge VAPI: Use the 'Send Call Data Acknowledgement' node to confirm successful data processing back to VAPI.
Apps Used
Workflow JSON
{
"id": "532e1112-9c09-43cd-8781-adde3dad015e",
"name": "Automate B2B Lead Qualification with Smart Voice Calls",
"nodes": 13,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 532e1112-9c09...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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