Библиотека / Генерация и обогащение лидов
Генерация и обогащение лидов
Телефонная квалификация лидов с RetellAI и Twilio
Когда в Google Sheets появляется новый лид, отправляет SMS через Twilio, звонит лиду голосовым агентом RetellAI и фиксирует результаты через Gmail.
Что делает
# Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide ## Overview Automated workflow: Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide. This workflow integrates 13 different services: webhook, stickyNote, httpRequest, filter, wait. It contains 30 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 30 - Node Types: 13 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Sticky Note: stickyNote - Sticky Note4: stickyNote - Sticky Note2: stickyNote - Detect new lead in Google Sheets: googleSheetsTrigger - Send SMS reminder to call lead in 5 minutes: twilio - Wait 5 minutes before making call: wait - Call new lead using RetellAI: httpRequest - Receive inbound call from RetellAI (webhook): webhook - Check if phone number exists in Google Sheets: googleSheets - Send response to inbound webhook call: respondToWebhook - ... and 20 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible
Шаги
- Detect new lead in Google Sheets
- Send SMS reminder to call lead in 5 minutes
- Wait 5 minutes before making call
- Call new lead using RetellAI
- Receive inbound call from RetellAI (webhook)
- Check if phone number exists in Google Sheets
- Send response to inbound webhook call
- Receive post-call data from RetellAI (webhook)
- Filter for analyzed calls only
- Check if call was outbound
- Update lead record in Google Sheets
- Send call summary email
- Generate call summary with OpenAI
- Send confirmation email to lead
Всего шагов: 55.
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