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)