Greeting 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 scenerio will start with google sheets( searching rows to identify if new leads have benn added to the list. Then I would like it to use Vapi/ AI software to reach out to the list of leads. from the conversations had with the AI software I would like to to be updated to my CRM. From there I would automate if the lead needs to be followed up or have a contract sent out to them right away. Also I would like the automation to give them a call back if the terms need to be negotiated. Thi might seem like a complex task, but I am sure some one out there is capable of handling it in this community. FYI, below is what the AI in make came up with however it was not succcessful.
" 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."