Greetings to all, I hope all is well with you.
I need some assistance creating an automation that can make cold calls( inbound and outbound calls) using Vapi or any AI calling software.
The scenario will start with Google Sheets ( searching rows to identify if new leads have been added to the list. Then I would like to use Vapi/ AI software to reach out to the list of leads. from the conversations I had with the AI software, I would like to be updated on my CRM. From there I would automate if the lead needs to be followed up or have a contract sent to them immediately. Also, I would like the automation to give them a call back if the terms need to be negotiated. It might seem like a complex task, but I am sure someone out there can handle it in this community. FYI, below is what the AI in make came up with however it was not successful.
" Your scenario for automating outreach and follow-up calls has been successfully created. Here’s a brief overview of the steps included:
- Google Sheets Module: Pulls a list of callers.
- Vapi.ai Call API: Initiates a cold call.
- Decision Handling: If the caller agrees, proceed; if not, update the CRM and stop.
- Delay Timer: Introduces a 30-minute delay before the next action.
- Second Vapi.ai Call: Initiates a follow-up call after the delay.
- Decision Handling: If the caller agrees, send a contract via DocuSign; if they need more time, schedule another follow-up in 24 hours.
- CRM Update: Updates call status in Google Sheets/HubSpot.
- Notification: Notifies the team via Slack or Email when a seller agrees.
Next Steps
You need to set up the necessary connections for the following applications before running the scenario:
- Vapi.ai
- DocuSign
- HubSpot
- Slack
Instructions to create connections:
- Click on the module.
- Click on “Create a connection.”
- Log into the service.
Once you have set up the connections, let me know if you need help mapping any modules or further extending your scenario!
Scenario: Automating Homeowner Outreach & Follow-Up Calls Step 1: Import List of Leads Trigger: Use a Google Sheets module to pull a list of leads. Step 2: Initiate Call via Vapi.ai Module: Use a Vapi.ai Call API to initiate a cold call. Conditional Path: If the lead says yes, proceed to Step 3. If no, update the CRM and stop follow-up. Step 3: Schedule Follow-Up Call in 30 Minutes Delay Module: Set a delay timer for 30 minutes before triggering another action. Trigger: After 30 minutes, use Vapi.ai to initiate a second call. Step 4: Second Call (Closing the Deal) Conditional Path: If the caller/lead agrees, send them a contract via DocuSign (Make.com integration available). If they need more time, schedule another follow-up in 24 hours. Step 5: Update CRM and Track Leads Update Google Sheets/Hubspot with call status (Interested, Not Interested, Follow-Up Needed). Notify your team via Slack or Email when a caller agrees."