Workflow n8n
Automatisation Google Sheets avec n8n : qualification des leads
Ce workflow n8n est conçu pour automatiser la qualification des leads entrants et sortants en utilisant RetellAI et Google Sheets. Dans un contexte où la gestion efficace des prospects est cruciale pour les équipes commerciales, ce processus permet de gagner du temps et d'améliorer la réactivité face aux opportunités. Grâce à cette automatisation n8n, les utilisateurs peuvent facilement détecter de nouveaux leads dans Google Sheets, envoyer des rappels SMS, et gérer les appels entrants et sortants de manière fluide.
- Étape 1 : Le workflow commence par un déclencheur qui détecte un nouveau lead dans Google Sheets.
- Étape 2 : Un SMS est envoyé pour rappeler à l'utilisateur de contacter le lead dans les cinq minutes suivant la détection.
- Étape 3 : Après une attente de cinq minutes, un appel est passé au lead en utilisant RetellAI.
- Étape 4 : Pour les appels entrants, le workflow reçoit les données via un webhook et vérifie si le numéro de téléphone existe dans Google Sheets.
- Étape 5 : Les données des appels sont analysées, et un résumé d'appel est généré grâce à OpenAI, suivi de l'envoi d'un email de confirmation au lead. Les bénéfices de cette automatisation sont multiples : elle réduit le temps de réponse aux leads, améliore la gestion des informations clients, et assure un suivi rigoureux des interactions, ce qui peut significativement augmenter le taux de conversion des leads en clients.
Tags clés :automatisationGoogle Sheetsqualification des leadsRetellAIworkflow
Catégorie: Webhook · Tags: automatisation, Google Sheets, qualification des leads, RetellAI, workflow❤ 0
Workflow n8n Google Sheets, qualification des leads, RetellAI : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Google Sheets, qualification des leads, RetellAI : détail des nœuds
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"id": "QO4Mg23JvVfNCICy",
"meta": {
"instanceId": "a2b23892dd6989fda7c1209b381f5850373a7d2b85609624d7c2b7a092671d44",
"templateCredsSetupCompleted": true
},
"name": "Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide",
"tags": [
{
"id": "12w64ydbjEKDaM0B",
"name": "inbound",
"createdAt": "2025-05-06T20:31:43.427Z",
"updatedAt": "2025-05-06T20:31:43.427Z"
},
{
"id": "xSqaFWDcbJCRECKZ",
"name": "outbound",
"createdAt": "2025-05-06T20:31:38.072Z",
"updatedAt": "2025-05-06T20:31:38.072Z"
}
],
"nodes": [
{
"id": "78f39980-c9f8-49b6-93bb-a1f61d347ac3",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
0
],
"parameters": {
"width": 1260,
"height": 320,
"content": "# Outbound lead qualification call workflow"
},
"typeVersion": 1
},
{
"id": "661006b9-dac7-4ac0-882a-2e0cba9dbae1",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
360
],
"parameters": {
"color": 5,
"width": 1260,
"height": 320,
"content": "# Inbound call appointment scheduler workflow"
},
"typeVersion": 1
},
{
"id": "96a278b9-8d2e-4f85-9f6a-2997932a7ca4",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1060,
-420
],
"parameters": {
"color": 4,
"width": 1400,
"height": 1100,
"content": "# Post-call workflow\n## Triggers when a new lead is added in Google Sheets:\n\n### 1 -Sends SMS to remind rep to call in 5 min\n### 2- (Optional delay step)\n### 3- Triggers RetellAI to place an automated call to the lead\n\n## 💡 Requires phone numbers to be formatted in E.164"
},
"typeVersion": 1
},
{
"id": "d082f904-f185-4615-b0d8-9438c731786f",
"name": "Detect new lead in Google Sheets",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
-160,
100
],
"parameters": {
"event": "rowAdded",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyHour"
}
]
},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "="
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "="
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"id": "pXaVMshaL2QzVDYh",
"name": "Google Sheets Trigger account"
}
},
"typeVersion": 1
},
{
"id": "c61172c2-7795-47be-acaa-d4824ca69680",
"name": "Send SMS reminder to call lead in 5 minutes",
"type": "n8n-nodes-base.twilio",
"position": [
140,
100
],
"parameters": {
"to": "={{ $json['Phone Number'] }}",
"from": "+33600000000",
"message": "Hello, thanks for your interest in our roofing services. We'll be calling you shortly to ask about your project!",
"options": {},
"resource": "call"
},
"credentials": {
"twilioApi": {
"id": "udXVmM3xHYZbMW4g",
"name": "Twilio account"
}
},
"typeVersion": 1
},
{
"id": "d88573d4-ec99-40e4-8603-f1e910d034d1",
"name": "Wait 5 minutes before making call",
"type": "n8n-nodes-base.wait",
"position": [
460,
100
],
"webhookId": "344c2d5d-5629-4466-866b-ac6359b3b042",
"parameters": {
"unit": "minutes",
"amount": 1
},
"typeVersion": 1.1
},
{
"id": "d6778895-90dd-471e-9d9d-c48a35154291",
"name": "Call new lead using RetellAI",
"type": "n8n-nodes-base.httpRequest",
"position": [
760,
100
],
"parameters": {
"url": "https://api.retellai.com/v2/create-phone-call",
"method": "POST",
"options": {},
"jsonBody": "={\n \"from_number\": \"+33600000000\",\n \"to_number\": \"{{ $json['Phone Number'] }}\",\n \"retell_llm_dynamic_variables\": {\n \"uuid\": \"{{ $('Detect new lead in Google Sheets').item.json.UUID }}\"\n }\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "Bearer key_XXXXXXXXX"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "8e7e7c0c-2600-4b20-ba30-b855d456d302",
"name": "Receive inbound call from RetellAI (webhook)",
"type": "n8n-nodes-base.webhook",
"position": [
-160,
460
],
"webhookId": "ebd11c9b-129c-4b59-8c27-9a4b567305f7",
"parameters": {
"path": "ebd11c9b-129c-4b59-8c27-9a4b567305f7",
"options": {},
"httpMethod": "POST",
"responseMode": "responseNode"
},
"typeVersion": 2
},
{
"id": "36bf25b0-d39d-4127-b005-5e3619069744",
"name": "Check if phone number exists in Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
300,
460
],
"parameters": {
"options": {},
"filtersUI": {
"values": [
{
"lookupValue": "={{ $json.body.call_inbound.from_number }}",
"lookupColumn": "Phone Number"
}
]
},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "="
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "="
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "51us92xkOlrvArhV",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5
},
{
"id": "0b2dc7b9-84c1-488b-9d02-47cf6ee460c7",
"name": "Send response to inbound webhook call",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
760,
460
],
"parameters": {
"options": {},
"respondWith": "json",
"responseBody": "={\n \"call_inbound\": {\n \"dynamic_variables\": {\n \"name\": \"{{ $json.Name }}\"\n }\n }\n}"
},
"typeVersion": 1.1
},
{
"id": "063a4a31-429f-4cf0-b248-869131e92633",
"name": "Receive post-call data from RetellAI (webhook)",
"type": "n8n-nodes-base.webhook",
"position": [
1180,
80
],
"webhookId": "f8878b78-43ea-4caa-b16c-cde9aaf2e9b1",
"parameters": {
"path": "f8878b78-43ea-4caa-b16c-cde9aaf2e9b1",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "215e2031-983a-4785-b46d-026f64c115e4",
"name": "Filter for analyzed calls only",
"type": "n8n-nodes-base.filter",
"position": [
1400,
80
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "a0e40476-0054-43ec-b7a7-e872d1c6061a",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.body.event }}",
"rightValue": "call_analyzed"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "f8cae0c3-1b5d-47e6-b7fd-b47558c30d3f",
"name": "Check if call was outbound",
"type": "n8n-nodes-base.if",
"position": [
1620,
80
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "46590184-4e33-48fd-a9f4-c63b13f88c1f",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.body.call.direction }}",
"rightValue": "outbound"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "8997d5ec-bfb9-4ce9-9e13-6035f02b634e",
"name": "Update lead record in Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
1860,
-40
],
"parameters": {
"columns": {
"value": {
"UUID": "={{ $json.body.call.retell_llm_dynamic_variables.uuid }}",
"Qualification": "={{ $json.body.call.call_analysis.custom_analysis_data.qualification }}"
},
"schema": [
{
"id": "UUID",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "UUID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone Number",
"type": "string",
"display": true,
"required": false,
"displayName": "Phone Number",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Datetime Called",
"type": "string",
"display": true,
"required": false,
"displayName": "Datetime Called",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Qualification",
"type": "string",
"display": true,
"required": false,
"displayName": "Qualification",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "row_number",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"UUID"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "id",
"value": "="
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "="
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "51us92xkOlrvArhV",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5
},
{
"id": "20757ff8-6604-4c80-96ec-32bfac983ed7",
"name": "Send call summary email",
"type": "n8n-nodes-base.gmail",
"position": [
2220,
-40
],
"webhookId": "806ec3f9-8bcb-48ef-8e22-9d1ce3b06bf0",
"parameters": {
"sendTo": "youremail@gmail.com",
"message": "=Name:\n{{ $json.body.call.call_analysis.custom_analysis_data.first_name }}\n\nNumber:\n{{ $json.body.call.call_analysis.custom_analysis_data.phone_number }}\n\nQualification:\n{{ $json.body.call.call_analysis.custom_analysis_data.qualification }}\n\n\nCall Summary:\n{{ $json.body.call.call_analysis.custom_analysis_data.call_summary }}",
"options": {},
"subject": "=New Lead - Call Summary",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "rKxQHWZ2F5XLJmwF",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "753bd92d-b95b-4710-bf49-6da89a43223f",
"name": "Generate call summary with OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
1860,
180
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1",
"cachedResultName": "GPT-4.1"
},
"options": {},
"messages": {
"values": [
{
"content": "=Analyze this call transcript to identify how the call went and identify possible improvements to the voice prompt:\n\n{{ $json.body.call.transcript }}"
}
]
}
},
"credentials": {
"openAiApi": {
"id": "6h3DfVhNPw9I25nO",
"name": "OpenAi account"
}
},
"typeVersion": 1.8
},
{
"id": "cf600277-bb07-4f7a-a9b7-3e20017f716d",
"name": "Send confirmation email to lead",
"type": "n8n-nodes-base.gmail",
"position": [
2220,
180
],
"webhookId": "453fe9d9-1de6-40a2-bd0c-88cb9c1cc7ef",
"parameters": {
"sendTo": "youremail@gmail.com",
"message": "=New roofing appointment:\n\nClient Name:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.first_name }}\n\nClient Number:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.phone_number }}\n\nAvailabilities:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.availabilities }}\n\n\nCall Summary:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.call_summary }}\n\n\nChatGPT analysis of how the call went and suggestions for improving the voice prompt:\n{{ $json.message.content }}",
"options": {},
"subject": "=Roofing Appointment Scheduled",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "rKxQHWZ2F5XLJmwF",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "f75763b6-0867-4625-89e1-cafa3c9e6e44",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-420
],
"parameters": {
"width": 1260,
"height": 400,
"content": "# ✅ General Workflow Explanation\n## This workflow automates outbound and inbound lead calls with RetellAI, Google Sheets, OpenAI, and Gmail. It handles:\n\nScheduling and reminding outbound qualification calls\nHandling inbound appointment calls\nAutomatically updating records and sending summaries post-call\n\n## 👉 Dependencies:\n\nActive RetellAI API key\nGoogle Sheet set up with lead data\nGmail API credentials configured"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "879f8e4d-91d7-41fc-825d-08f2ef283c25",
"connections": {
"Check if call was outbound": {
"main": [
[
{
"node": "Update lead record in Google Sheets",
"type": "main",
"index": 0
}
],
[
{
"node": "Generate call summary with OpenAI",
"type": "main",
"index": 0
}
]
]
},
"Filter for analyzed calls only": {
"main": [
[
{
"node": "Check if call was outbound",
"type": "main",
"index": 0
}
]
]
},
"Detect new lead in Google Sheets": {
"main": [
[
{
"node": "Send SMS reminder to call lead in 5 minutes",
"type": "main",
"index": 0
}
]
]
},
"Generate call summary with OpenAI": {
"main": [
[
{
"node": "Send confirmation email to lead",
"type": "main",
"index": 0
}
]
]
},
"Wait 5 minutes before making call": {
"main": [
[
{
"node": "Call new lead using RetellAI",
"type": "main",
"index": 0
}
]
]
},
"Update lead record in Google Sheets": {
"main": [
[
{
"node": "Send call summary email",
"type": "main",
"index": 0
}
]
]
},
"Send SMS reminder to call lead in 5 minutes": {
"main": [
[
{
"node": "Wait 5 minutes before making call",
"type": "main",
"index": 0
}
]
]
},
"Receive inbound call from RetellAI (webhook)": {
"main": [
[
{
"node": "Check if phone number exists in Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"Check if phone number exists in Google Sheets": {
"main": [
[
{
"node": "Send response to inbound webhook call",
"type": "main",
"index": 0
}
]
]
},
"Receive post-call data from RetellAI (webhook)": {
"main": [
[
{
"node": "Filter for analyzed calls only",
"type": "main",
"index": 0
}
]
]
}
}
}Workflow n8n Google Sheets, qualification des leads, RetellAI : pour qui est ce workflow ?
Ce workflow s'adresse aux équipes commerciales et marketing, notamment celles qui gèrent des leads entrants et sortants. Il est particulièrement utile pour les PME et les startups qui cherchent à optimiser leur processus de qualification de leads sans nécessiter de compétences techniques avancées.
Workflow n8n Google Sheets, qualification des leads, RetellAI : problème résolu
Ce workflow résout le problème de la lenteur et de l'inefficacité dans la qualification des leads. En automatisant les appels et les suivis, il élimine les pertes de temps liées à la gestion manuelle des prospects. Les utilisateurs bénéficient d'une réponse rapide aux leads, ce qui augmente les chances de conversion et améliore l'expérience client.
Workflow n8n Google Sheets, qualification des leads, RetellAI : étapes du workflow
Étape 1 : Détection d'un nouveau lead dans Google Sheets.
- Étape 1 : Envoi d'un SMS de rappel pour contacter le lead.
- Étape 2 : Attente de cinq minutes avant de passer l'appel.
- Étape 3 : Appel du lead via RetellAI.
- Étape 4 : Réception des données d'appel entrants par webhook.
- Étape 5 : Vérification de l'existence du numéro dans Google Sheets.
- Étape 6 : Analyse des appels et génération d'un résumé avec OpenAI.
- Étape 7 : Envoi d'un email de confirmation au lead.
Workflow n8n Google Sheets, qualification des leads, RetellAI : guide de personnalisation
Pour personnaliser ce workflow, vous pouvez modifier le documentId et le nom de la feuille dans les noeuds Google Sheets pour qu'ils correspondent à votre configuration. Vous pouvez également ajuster le message du SMS et les paramètres d'email dans les noeuds Gmail. Si vous souhaitez intégrer d'autres outils, envisagez d'ajouter des noeuds supplémentaires pour des notifications ou des suivis. Assurez-vous de sécuriser vos webhooks et de monitorer les appels pour garantir une performance optimale.