Call new sales leads automatically with an AI voice agent

When a new opportunity lands in your CRM, an AI assistant calls the lead by phone within minutes.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"new opportunity created in crm"]:::trig s0["look up contact details"]:::task s1["wait a few minutes"]:::task s2["place ai voice call"]:::svc trig --> s0 s0 --> s1 s1 --> s2 out[/"lead called automatically"/]:::out pay{{"faster lead response higher conversion"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Voice & PhoneImage & Media ProcessingAPI & Webhook Integration
Connects
Go High LevelVapi

The problem it solves

New leads go cold fast, but your team can't always call the moment someone shows interest. By the time you or a rep gets around to dialing, the lead has already moved on or lost interest.

Who it fits

A sales team using a CRM that wants every new opportunity contacted right away.

How it works

  1. A new opportunity is created in your CRM
  2. The automation looks up the contact's phone number and details
  3. It waits a few minutes so the record has time to settle
  4. An AI voice assistant places an outbound call to the lead
What you get

Leads reached shortly after they come in

Every new sales opportunity in your CRM gets a phone call from an AI assistant shortly after it's created.

What you get

A phone call placed to every new lead, without a rep having to dial.

What you need

A Go High Level account and a Vapi account with a connected phone number.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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