Hello everyone, I hope you're all doing well.
I'm looking for some help in setting up an automation for making cold calls, both inbound and outbound, using callin.io or a similar AI calling platform.
The workflow would begin with Google Sheets, where it would check for new leads. From there, I want to use callin.io to contact these leads. After the conversations with the AI, I'd like the results to be updated in my CRM. Subsequently, the automation should determine if a follow-up is needed or if a contract should be sent immediately. Additionally, I'd like the automation to initiate a callback if negotiations are required. This might seem like a complex task, but I'm confident someone in this community can assist. For your reference, here's what the AI in callin.io generated, though it wasn't successful:
"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.
- callin.io 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 callin.io 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:
- callin.io
- 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 callin.io
Module: Use a callin.io 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 callin.io 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 (callin.io 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."
Hi there,
I'm keen on this project and eager to find out more. Please don't hesitate to reach out to me via email at jayeshmakhar@gmail.com for additional information.
I look forward to hearing from you!
Sincerely,
Jayesh
Hi there!
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Hello,
I believe ChatGPT is excellent, but in practice, you might encounter difficulties if you attempt to build precisely what it suggests. For instance, this is because the process involves user input.
Instead, I suggest utilizing the "human in the loop" feature to capture and store the lead's responses. This allows the AI to consider their feedback and manage subsequent steps. Additionally, I recommend using numerous smaller scenarios rather than a few complex ones that resemble octopuses, as these intricate scenarios become challenging to maintain over time.
I offer co-building sessions where we can collaborate to guide you in constructing your scenarios and achieving progress. During these calls, you'll advance your project while learning to manage your system independently.
I'm happy to arrange a complimentary 30-minute call to review your entire process and address your questions. You can book a time via my calendar link: Solve it in 30 mins | Dimitris Goudis | Cal.com
Sincerely,
Dimitris Goudis | 3Nuggets.io
Hi! I would love to help you with your scenario.
We are a small team of callin.io experts and have developed plenty of complex integrations. This project should not be a challenge to us.
If you are interested we would love to help you, you can schedule a call in here: https://cal.com/aspirity/discovery or check our website www.aspirity.com
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