Automate B2B Lead Qualification

This workflow automates the process of qualifying B2B leads by capturing new entries, initiating a voice call through VAPI, and storing the results in a CRM sheet. It ensures every incoming lead is quickly and efficiently qualified through outbound interaction.

Manually calling leads and collecting qualification data can quickly become time-consuming. This automation removes delays between lead capture and follow-up, helping sales teams respond faster, store details consistently, and never miss out on high-potential leads.

1. New Lead Captured:

Trigger: Google Sheet (rowAdded)

Purpose: Monitors a lead sheet for new entries, typically capturing phone numbers submitted via a form.

2. Initiate Voice Call (VAPI):

Action: HTTP Request (POST)

Purpose: Sends the captured phone number to VAPI’s voice API to initiate a qualification call. The AI agent collects basic information such as name, company, and challenges.

3. Receive Lead Details from VAPI:

Trigger: Webhook (POST)

Purpose: Receives the qualification results from the VAPI voice call including responses from the lead.

4. Save Qualified Lead to CRM Sheet:

Action: Google Sheet (appendOrUpdate)

Purpose: Stores the returned data in the CRM sheet for the sales team to review or act on.

5. Send Call Data Acknowledgement:

Action: Webhook

Purpose: Sends a confirmation back to VAPI indicating successful receipt of lead data.

• Eliminates delay in contacting new leads
• Captures lead insights via AI voice agent
• Automatically logs qualified data for future use
• Streamlines the B2B lead nurturing process
• Reduces manual coordination between sales and operations

This setup is ideal for B2B companies looking to scale outreach without overburdening the sales team with repetitive cold-calling and data entry.

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