B2B lead qualification

This automated n8n workflow qualifies B2B leads via voice calls using the VAPI API and integrates the collected data into Google Sheets. It triggers when a new lead’s phone number is added, streamlining lead qualification and data capture.

What is VAPI? VAPI is an API service that enables voice call automation, used here to qualify leads by capturing structured data through interactive calls.

Good to Know

VAPI API calls may incur costs based on usage; check VAPI pricing for details. Ensure Google Sheets access is properly authorized to avoid data issues. Use credential fields for the HTTP Request node 'Bearer token' instead of hardcoding. Use a placeholder Google Sheet document ID (e.g., "your-sheet-id-placeholder") to avoid leaking private data.

How It Works

Detect when a new phone number is added for a lead using the New Lead Captured node. Use the Receive Lead Details from VAPI node to capture structured data (name, company, challenges) via a POST request. Trigger an outbound VAPI call to qualify the lead with the Initiate Voice Call (VAPI) node. Store the collected data into a Google Sheet using the Save Qualified Lead to CRM Sheet node. Send a success response back to VAPI with the Send Call Data Acknowledgement node.

How to Use

Import the workflow into n8n. Configure VAPI API credentials in the HTTP Request node using credential fields. Set up Google Sheets API access and authorize the app. Create a Google Sheet with the following columns: Name (text), Company (text), Challenges (text), Date (date). Test with a sample lead phone number to verify call initiation and data storage. Adjust the workflow as needed and retest.

Requirements

VAPI API credentials Google Sheets API access

Customizing This Workflow Modify the Receive Lead Details from VAPI node to capture additional lead fields or adjust call scripts for specific industries.