Overview
This workflow streamlines the B2B lead qualification process by automating lead capture, qualification, and CRM updates. It leverages Google Sheets for data management and VAPI for automated voice call qualification.
Key Features
- Automated Lead Capture: Triggers when a new lead is added to a Google Sheet.
- Voice Call Qualification: Initiates a voice call via VAPI to qualify leads in real time.
- CRM Integration: Saves qualified leads directly to a dedicated CRM Google Sheet.
- Webhook Communication: Uses webhooks to receive lead details and send acknowledgements, ensuring seamless data flow.
- Process Documentation: Sticky notes provide workflow context and documentation for easy maintenance.
Benefits
- Efficiency: Reduces manual data entry and follow-up, saving valuable sales team time.
- Accuracy: Ensures only qualified leads are added to the CRM, improving data quality.
- Scalability: Handles high lead volumes with minimal human intervention.
- Real-Time Updates: Immediate CRM updates and notifications keep teams informed.
Use Cases
- B2B sales teams qualifying inbound leads before CRM entry.
- Automating lead follow-up and reducing manual qualification steps.
- Integrating voice-based qualification into digital lead pipelines.
Integrations
- Google Sheets: For lead data storage and CRM management.
- VAPI: For automated voice call qualification.
- Webhooks: For real-time data exchange between services.
