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Bibliothek / Lead-Generierung & Anreicherung

Lead-Generierung & Anreicherung

Leads per Telefon mit RetellAI und Twilio qualifizieren

Wenn in Google Sheets ein neuer Lead erscheint, sendet es eine Twilio-SMS, ruft den Lead mit einem RetellAI-Sprachagenten an und protokolliert die Ergebnisse über Gmail.

Was sie bewirkt

# 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

Die Schritte

  1. Detect new lead in Google Sheets
  2. Send SMS reminder to call lead in 5 minutes
  3. Wait 5 minutes before making call
  4. Call new lead using RetellAI
  5. Receive inbound call from RetellAI (webhook)
  6. Check if phone number exists in Google Sheets
  7. Send response to inbound webhook call
  8. Receive post-call data from RetellAI (webhook)
  9. Filter for analyzed calls only
  10. Check if call was outbound
  11. Update lead record in Google Sheets
  12. Send call summary email
  13. Generate call summary with OpenAI
  14. Send confirmation email to lead

Insgesamt 55 Schritte.

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