Templates / Automate lead qualification with RetellAI Phone Agent, OpenAI GPT & Google Sheet

Automate lead qualification with RetellAI Phone Agent, OpenAI GPT & Google Sheet

Ready for 3.0

by Dr. Firas ✓ · 23,793 views · created 2025-05-06 · Lead Generation, AI Chatbot

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 14 nodes and runs when an HTTP POST request hits its webhook URL (plus 2 other triggers). Along the way it connects Google Sheets, Twilio, Gmail and OpenAI. It also calls api.retellai.com over HTTP.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 2 other triggers).

  1. Filter: keeps only the items that match a condition
  2. Send SMS reminder to call lead in 5 minutes (Twilio): work with call
  3. Check if phone number exists in Google Sheets (Google Sheets): uses Google Sheets
  4. Check if call was outbound (If): checks a condition and branches into true / false
  5. Wait: waits 1 minutes
  6. Send response to inbound webhook call (Respond to Webhook): sends the response back to the webhook caller
  7. Update lead record in Google Sheets (Google Sheets): update
  8. Generate call summary with OpenAI (OpenAI): uses OpenAI
  9. Call new lead using RetellAI (HTTP Request): calls api.retellai.com (POST)
  10. Send call summary email (Gmail): uses Gmail

…plus 1 more step. See the full node list below.

Services it uses

Google SheetsTwilioGmailOpenAI

HTTP calls to: api.retellai.com

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 (11)

From the author

👉 Build a Phone Agent to qualify outbound leads and schedule inbound calls Who is this for? This workflow is designed for sales teams, call centers, and businesses handling both outbound and inbound lead calls who want to automate their qualification,…

Excerpt from Dr. Firas's description on n8n.io.

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

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