Templates / Analyze call recordings with OpenAI and update Zoho CRM leads automatically

Analyze call recordings with OpenAI and update Zoho CRM leads automatically

Ready for 3.0

by WeblineIndia ✓ · 496 views · created 2025-11-17 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 12 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI, OpenAI Chat Model and Zoho CRM.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Workflow Configuration (Edit Fields (Set)): sets 2 fields: sentimentThreshold, minCommitmentConfidence
  2. Transcribe Call Recording (OpenAI): transcribe (audio)
  3. Extract Key Topics (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Model for Topics
  4. Analyze Sentiment (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Model for Sentiment
  5. Extract Commitments (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Model for Commitments
  6. Generate Follow-up Suggestions (OpenAI): uses OpenAI
  7. Combine Analysis Results (Edit Fields (Set)): sets 9 fields: transcription, keyTopics, mainSubject…
  8. Update CRM with Analysis (Zoho CRM): update (lead)

Services it uses

OpenAIOpenAI Chat ModelZoho CRM

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (6)

From the author

Zoho CRM - Conversation Intelligence Analyzer This workflow automatically processes customer call recordings, transcribes them using OpenAI Whisper, extracts key topics, identifies commitments, analyzes sentiment, generates follow-up suggestions and updates…

Excerpt from WeblineIndia's description on n8n.io.

View the original on n8n.io → Check your own copy

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