Automated AI Voice Lead Verification
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This n8n workflow automates the crucial process of lead verification by integrating with VAPI for AI-powered voice calls. It systematically processes leads from Google Sheets, intelligently retries unanswered calls, and updates lead statuses in real-time, all while keeping your team informed via Slack.
About This Workflow
This robust n8n workflow revolutionizes lead qualification by leveraging the power of VAPI's AI voice technology. It starts by loading leads from a Google Sheet, then initiates personalized outbound calls to verify contact information or gather crucial details. The system intelligently handles call statuses, implementing retry logic for unanswered calls and parsing conversation results to extract key information. Successful verifications, including extracting data like emails, automatically update the lead status in Google Sheets. Simultaneously, Slack notifications ensure your sales and operations teams are always up-to-date on lead progress and potential follow-ups, enabling them to focus on high-quality, pre-verified leads.
Key Features
- AI-Powered Lead Verification: Automatically initiate outbound calls using VAPI's AI voice to verify leads and gather information.
- Google Sheets Integration: Load leads from and update statuses directly within Google Sheets (e.g., 'Verified', 'No Answer', 'Attempted').
- Intelligent Call Retries: Implement custom logic to retry calls that go unanswered, maximizing your lead outreach success.
- Automated Data Extraction: Parse call results and transcripts to extract vital information, such as email addresses, using powerful regex.
- Real-time Slack Notifications: Receive instant alerts for successful lead verifications, unanswered calls, and overall workflow completion.
How To Use
- Configure Google Sheets: Set up the 'Load Lead Sheet', 'Step 5.1 - Update Lead (No Answer)', 'Step 5.1.2 - Update Lead (Completed)', and 'Sync Updated Sheet' nodes with your specific lead spreadsheet ID and sheet name. Ensure your sheet has columns for phone numbers and a status field.
- Integrate VAPI: Configure 'Step 1 - Create Customer', 'Step 2 - Initiate Call', 'Get Call Status from VAPI', and 'Step 3 - Get Call Data' (all
httpRequestnodes) with your VAPI API key, agent ID, and desired call parameters. Customize the outbound call script as needed. - Set Up Slack Notifications: Provide webhooks for 'Step 5.2 - Notify Slack (No Answer)', 'Step 5.1.3 - Notify Slack (Lead Success)', and 'Slack - All Done' nodes to receive real-time updates in your preferred Slack channels.
- Customize Lead Processing Logic: Adjust the 'Filter Valid Leads', 'Clean Phone Number', 'Set Attempt Count + Init Status', 'Check Final Status + shouldContinue Logic', 'Step 5 - If (Call Answered?)', and 'Step 5.1.1- Extract Email (Regex)' code and 'if' nodes to match your specific lead filtering, retry policy, and data extraction requirements.
- Test and Activate: Run a manual test with a small set of sample leads to ensure the workflow behaves as expected. Once validated, activate the workflow to begin automated, intelligent lead verification.
Apps Used
Workflow JSON
{
"id": "72814daf-e238-4786-a8e2-3897ac4efe62",
"name": "Automated AI Voice Lead Verification",
"nodes": 25,
"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: 72814daf-e238...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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