Update Airtable CRM with telli call event data and appointment status

Receive realtime call-event data from telli Purpose and Problem Solved This template automates the process of receiving and acting upon real-time call event data from telli, an AI-powered voice agent platform. It solves the challenge of manually updating CRM records and initiating follow-up actions based on call outcomes. By leveraging webhooks and n8n's powerful workflow capabilities, this template enables businesses to instantly update their Airtable CRM and trigger appropriate follow-up actions, enhancing efficiency and responsiveness in customer interactions. Prerequisites - An active telli account with API access and webhook capabilities - An Airtable base set up as your CRM - n8n instance (cloud or self-hosted) Airtable Specifications Create an Airtable base with the following table and fields: Table: Contacts - Fields: - Name (Single line text) - Phone (Phone number) - Email (Email) - AppointmentBooked (Checkbox) - Interest (Single select: High, Medium, Low) - LastCallDate (Date) - Notes (Long text) Step-by-Step Setup Instructions 1. Webhook Configuration in telli: - Log into your telli dashboard - Navigate to the webhook settings - Set the endpoint URL to your n8n Webhook node URL - Select the "callended" event to trigger the webhook 2. n8n Workflow Setup: - Create a new workflow in n8n - Add a Webhook node as the trigger - Configure the Webhook node to receive POST requests 3. Parse Webhook Data: - Add a Set node to extract relevant information from the webhook payload - Map fields such as calloutcome, appointmentbooked, and interest 4. Decision Logic: - Add a Switch node to create different paths based on the call outcome - Create branches for scenarios like "Appointment Booked", "Interested", and "Not Interested" 5. Airtable Integration: - Add Airtable nodes for each outcome to update the Contacts table - Configure the nodes to update fields like AppointmentBooked, Interest, and LastCallDate 6. Follow-up Actions: - For "Interested" but not booked outcomes, add an Email node to trigger a follow-up email campaign - For "Appointment Booked", add a node to create a calendar event or task 7. Testing and Activation: - Use the n8n testing feature to simulate webhook calls and verify each path - Once satisfied, activate the workflow Example Workflow 1. Webhook receives a "callended" event from telli 2. Set node extracts calloutcome: appointmentbooked = true, interest = true 3. Switch node directs to the "Appointment Booked" path 4. Airtable node updates the contact record: - Set AppointmentBooked to true - Set Interest to "High" - Update LastCallDate 5. Calendar node creates an appointment for the booked slot Example Payload Below is an example of the payload you might receive from telli when a call ends: In this example, you can see that the call resulted in a booked appointment and showed customer interest. Your n8n workflow would process this data, updating the Airtable CRM and triggering any necessary follow-up actions. By implementing this template, businesses can automate their post-call processes, ensuring timely follow-ups and accurate CRM updates. This real-time integration between telli's AI voice agents and your Airtable CRM streamlines operations, improves customer engagement, and increases the efficiency of your sales and support teams.