Sri Kolagani This workflow corresponds to n8n.io template #8929 — we link there as the canonical source.
This workflow follows the Agent → HTTP Request recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "IEetUVoebokNrPxb",
"name": "Automate lead qualification calls from Salesforce to Retell AI with OpenAI analysis",
"tags": [
{
"id": "Cl1eHsYeirJh9xXC",
"name": "salesforce",
"createdAt": "2025-09-25T14:48:46.184Z",
"updatedAt": "2025-09-25T14:48:46.184Z"
},
{
"id": "WqlAbE0vrnEFnGlR",
"name": "retell-ai",
"createdAt": "2025-09-25T14:48:46.222Z",
"updatedAt": "2025-09-25T14:48:46.222Z"
},
{
"id": "12vfEq8FpRcUygXu",
"name": "openai",
"createdAt": "2025-09-25T14:48:46.239Z",
"updatedAt": "2025-09-25T14:48:46.239Z"
},
{
"id": "ushFMOectpmGcCTK",
"name": "lead-qualification",
"createdAt": "2025-09-25T14:48:46.258Z",
"updatedAt": "2025-09-25T14:48:46.258Z"
},
{
"id": "SndsxmrXHvpxoPFi",
"name": "voice-automation",
"createdAt": "2025-09-25T14:48:46.203Z",
"updatedAt": "2025-09-25T14:48:46.203Z"
}
],
"nodes": [
{
"id": "8b0f5e59-f1d4-4e40-b1ef-3953728a119e",
"name": "StickyNote",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
48
],
"parameters": {
"color": 4,
"width": 632,
"height": 668,
"content": "## \ud83c\udfaf Salesforce AI Voice Sales Agent for Lead Management \n**Transform your lead qualification process with automated AI-powered phone calls triggered directly from Salesforce lead creation.**\n\n### What this workflow does:\n1. **Webhook Trigger**: Receives new lead data from Salesforce\n2. **Automated Calling**: Initiates phone calls via Retell AI\n3. **Smart Monitoring**: Polls call status until completion\n4. **AI Analysis**: Uses OpenAI to analyze call transcripts\n5. **Salesforce Integration**: Creates follow-up tasks with insights\n\n### Perfect for:\n- Sales teams wanting to qualify leads faster\n- Companies using Salesforce CRM\n- Organizations looking to automate initial prospect outreach\n- Teams wanting AI-powered call analysis\n\n### You'll need:\n- Salesforce org with lead creation triggers\n- Retell AI account and agent setup\n- OpenAI API access\n- Basic n8n workflow knowledge\n\n### Setup time: ~30 minutes\n\n**Author**: Sri Kolagani\n**Template Type**: Free"
},
"typeVersion": 1
},
{
"id": "b1e3ca3c-b862-4cc8-86d5-47d184670a99",
"name": "StickyNote1",
"type": "n8n-nodes-base.stickyNote",
"position": [
272,
32
],
"parameters": {
"color": 7,
"width": 300,
"height": 140,
"content": "### \ud83d\udcde Step 1: Receive Lead Data\nWebhook receives lead information from Salesforce when new leads are created"
},
"typeVersion": 1
},
{
"id": "5d71744c-c1f6-4a17-859d-5d3128486d3a",
"name": "\ud83d\udd17 Receive Salesforce Lead",
"type": "n8n-nodes-base.webhook",
"position": [
368,
208
],
"parameters": {
"path": "salesforce-lead",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "cfbe47aa-7b38-44ed-a0b8-73cd38f9414f",
"name": "StickyNote2",
"type": "n8n-nodes-base.stickyNote",
"position": [
608,
-64
],
"parameters": {
"color": 7,
"width": 332,
"height": 244,
"content": "### \ud83d\udcf1 Step 2: Initiate Phone Call\nStarts automated call using Retell AI with lead's phone number\n\n**\u2699\ufe0f Setup Required:**\n- Add your Retell AI API key to credentials\n- Update from_number with your phone number\n- Update agent_id with your Retell agent ID"
},
"typeVersion": 1
},
{
"id": "3a6395a4-7c13-4a93-a2da-62d5f4ee8642",
"name": "\ud83d\udcde Start Retell AI Call",
"type": "n8n-nodes-base.httpRequest",
"position": [
720,
208
],
"parameters": {
"url": "https://api.retellai.com/v2/create-phone-call",
"method": "POST",
"options": {},
"sendBody": true,
"sendHeaders": true,
"authentication": "predefinedCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "from_number",
"value": "YOUR_RETELL_PHONE_NUMBER"
},
{
"name": "to_number",
"value": "={{$json.body.Phone}}"
},
{
"name": "agent_id",
"value": "YOUR_RETELL_AGENT_ID"
}
]
},
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "Bearer {{$credentials.retellAI.apiKey}}"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
},
"nodeCredentialType": "httpHeaderAuth"
},
"credentials": {
"httpHeaderAuth": {
"name": "<your credential>"
}
},
"typeVersion": 4.2
},
{
"id": "dc9d05f2-8c61-4ffd-9d85-56da6972010d",
"name": "StickyNote3",
"type": "n8n-nodes-base.stickyNote",
"position": [
992,
48
],
"parameters": {
"color": 7,
"width": 252,
"height": 120,
"content": "### \u23f1\ufe0f Step 3: Monitor Call Status\nPolls Retell AI API to check if call has ended"
},
"typeVersion": 1
},
{
"id": "bd51f99e-e5da-4369-b7a9-d8bf4b64c528",
"name": "\ud83d\udd0d Check Call Status",
"type": "n8n-nodes-base.httpRequest",
"position": [
1136,
208
],
"parameters": {
"url": "={{`https://api.retellai.com/v2/get-call/${$node['\ud83d\udcde Start Retell AI Call'].json.call_id}`}}\n",
"options": {
"response": {
"response": {
"fullResponse": true
}
}
},
"sendHeaders": true,
"authentication": "predefinedCredentialType",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "Bearer {{$credentials.retellAI.apiKey}}"
}
]
},
"nodeCredentialType": "httpHeaderAuth"
},
"typeVersion": 4.2
},
{
"id": "78992ed0-5800-4f73-beb8-cd5ae9280060",
"name": "StickyNote4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1296,
48
],
"parameters": {
"color": 7,
"width": 300,
"height": 120,
"content": "### \u2705 Step 4: Call Completion Check\nVerifies if call has ended before proceeding to analysis"
},
"typeVersion": 1
},
{
"id": "cec948af-4f4a-4c59-82b5-839c77f5fed1",
"name": "\u2753 Is Call Complete?",
"type": "n8n-nodes-base.if",
"position": [
1360,
208
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "cond1",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{$json.body.call_status}}",
"rightValue": "ended"
}
]
}
},
"typeVersion": 2
},
{
"id": "47eb73aa-039f-4fcb-b050-44c37b59e897",
"name": "StickyNote5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1296,
320
],
"parameters": {
"color": 7,
"width": 250,
"height": 100,
"content": "### \u23f3 Wait & Retry\nWaits 10 seconds before checking call status again"
},
"typeVersion": 1
},
{
"id": "620d9049-7a4f-456c-9006-637a46b30d4b",
"name": "\u23f1\ufe0f Wait 10 Seconds",
"type": "n8n-nodes-base.wait",
"position": [
1360,
384
],
"parameters": {
"unit": "seconds",
"amount": 10
},
"typeVersion": 1
},
{
"id": "6166d7df-b0c6-42ed-a1bf-96fc3ffba917",
"name": "StickyNote6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1632,
-48
],
"parameters": {
"color": 7,
"width": 316,
"height": 208,
"content": "### \ud83e\udde0 Step 5: AI Call Analysis\nOpenAI analyzes the call transcript and extracts key insights\n\n**\u2699\ufe0f Setup Required:**\n- Add your OpenAI API key to credentials\n- Model uses GPT-3.5-turbo (cost-effective)"
},
"typeVersion": 1
},
{
"id": "bce9067d-9ef6-43c6-ad91-561babb1c17e",
"name": "\ud83e\udd16 OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1680,
480
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-3.5-turbo",
"cachedResultName": "gpt-3.5-turbo"
},
"options": {}
},
"typeVersion": 1.2
},
{
"id": "afdad610-3138-4524-8b95-d403a0b31469",
"name": "\ud83c\udfaf Analyze Call Transcript",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1680,
192
],
"parameters": {
"text": "=You are a professional sales call summarization assistant.\n\nCall ID: {{$json[\"body\"][\"call_id\"]}}\n\nTranscript:\n{{$json[\"body\"][\"transcript\"]}}\n\nPlease return a structured JSON with the following keys:\n- purpose: Brief description of the call's purpose\n- keyDiscussionPoints: Main topics discussed (array)\n- leadResponses: Lead's key responses and interest level\n- nextActions: Recommended follow-up actions (array)\n- overallOutcome: Success/failure assessment with reasoning\n",
"options": {},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "36072118-1756-435a-96e0-f9d4a2ce332f",
"name": "StickyNote7",
"type": "n8n-nodes-base.stickyNote",
"position": [
1984,
-48
],
"parameters": {
"color": 7,
"width": 364,
"height": 208,
"content": "### \ud83d\udccb Step 6: Create Follow-up Task\nCreates a task in Salesforce with AI analysis results\n\n**\u2699\ufe0f Setup Required:**\n- Connect your Salesforce account via OAuth2\n- Ensure proper Salesforce permissions for task creation"
},
"typeVersion": 1
},
{
"id": "01a5fdf5-13d2-46cc-ac63-b917521ad84f",
"name": "\ud83d\udcdd Create Salesforce Task",
"type": "n8n-nodes-base.salesforce",
"position": [
2096,
192
],
"parameters": {
"status": "Not Started",
"resource": "task",
"additionalFields": {
"type": "Call",
"subject": "=Lead Qualification Call Analysis - {{ $now.toFormat('yyyy-MM-dd HH:mm') }}",
"description": "={{ $json.output }}"
}
},
"executeOnce": true,
"notesInFlow": false,
"typeVersion": 1,
"alwaysOutputData": false
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "f16792a3-b973-4faa-b848-56d603211a92",
"connections": {
"\u2753 Is Call Complete?": {
"main": [
[
{
"node": "\ud83c\udfaf Analyze Call Transcript",
"type": "main",
"index": 0
}
],
[
{
"node": "\u23f1\ufe0f Wait 10 Seconds",
"type": "main",
"index": 0
}
]
]
},
"\u23f1\ufe0f Wait 10 Seconds": {
"main": [
[
{
"node": "\ud83d\udd0d Check Call Status",
"type": "main",
"index": 0
}
]
]
},
"\ud83d\udd0d Check Call Status": {
"main": [
[
{
"node": "\u2753 Is Call Complete?",
"type": "main",
"index": 0
}
]
]
},
"\ud83e\udd16 OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "\ud83c\udfaf Analyze Call Transcript",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"\ud83d\udcde Start Retell AI Call": {
"main": [
[
{
"node": "\ud83d\udd0d Check Call Status",
"type": "main",
"index": 0
}
]
]
},
"\ud83c\udfaf Analyze Call Transcript": {
"main": [
[
{
"node": "\ud83d\udcdd Create Salesforce Task",
"type": "main",
"index": 0
}
]
]
},
"\ud83d\udd17 Receive Salesforce Lead": {
"main": [
[
{
"node": "\ud83d\udcde Start Retell AI Call",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
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httpHeaderAuth
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About this workflow
Transform your lead qualification process with automated AI-powered phone calls triggered directly from Salesforce lead creation. Webhook Trigger: Receives new lead data from Salesforce Automated Calling: Initiates phone calls via Retell AI Smart Monitoring: Polls call status…
Source: https://n8n.io/workflows/8929/ — original creator credit. Request a take-down →
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