# Automate lead qualification calls with Salesforce: n8n workflow

> Started by another system calling it, and works across Salesforce. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/automate-lead-qualification-calls-with-salesforce (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# Automate lead qualification calls with Salesforce

Started by another system calling it, and works across Salesforce. It hands the judgement calls to OpenAI. 8 steps, 1 branch, 1 loop or waits: small enough to read in one sitting and change without fear.

Small Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-lead-qualification-calls-with-salesforce)

**8 steps** Small: readable in one sitting

**1** Branch: places the flow splits

**1** Loop or waits

**1** Service it connects to

## The flow

Starts it 1 Model 2 Logic 2 Service 3

The steps in the order they run, from what starts it.

- 1 **🔗 Receive Salesforce Lead** Webhook *Starts it*
- 2 **🤖 OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **📞 Start Retell AI Call** Http Request *Service*
- 4 **🎯 Analyze Call Transcript** Agent *Model*
- 5 **🔍 Check Call Status** Http Request *Service*
- 6 **📝 Create Salesforce Task** Salesforce *Service*
- 7 **❓ Is Call Complete?** If *Logic*
- 8 **⏱️ Wait 10 Seconds** Wait *Logic*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 8, with 1 branch, 1 loop or waits
- **Size:** Small: readable in one sitting
- **Connects to:** Salesforce
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Salesforce account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Not long. At 8 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 8 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-lead-qualification-calls-with-salesforce)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**Automate HubSpot to Salesforce lead creation with Explorium AI** 8 steps · HubSpot, Salesforce](https://millionrounds.com/workflow/automate-hubspot-to-salesforce-lead-creation-with-explorium-)
- [**AI-generated account briefs with MadKudu and OpenAI** 7 steps · calls a model · Salesforce](https://millionrounds.com/workflow/ai-generated-account-briefs-with-madkudu-and-openai)
- [**Analyze and route Salesforce leads with OpenAI** 7 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-and-route-salesforce-leads-with-openai)
- [**Automated AI lead enrichment: Salesforce** 7 steps · Salesforce](https://millionrounds.com/workflow/automated-ai-lead-enrichment-salesforce)
- [**Clean and deduplicate Webflow leads with HubSpot** 9 steps · HubSpot, Salesforce](https://millionrounds.com/workflow/clean-and-deduplicate-webflow-leads-with-hubspot)
- [**Sync HeyReach LinkedIn events with Salesforce** 7 steps · Salesforce](https://millionrounds.com/workflow/sync-heyreach-linkedin-events-with-salesforce)