Use Cases
- Automatically log sales calls in HubSpot for better record-keeping.
- Extract key insights from call transcripts to improve sales strategies.
- Generate follow-up tasks based on call outcomes to enhance customer engagement.
How It Works
Capture call details through a webhook. Extract relevant data from the incoming payload. Transcribe audio recordings using OpenAI's Whisper. Analyze transcripts with GPT-4 for actionable insights. Log notes and create follow-up tasks in HubSpot.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook to receive sales call data.
- 3Set up OpenAI credentials for transcription and analysis.
- 4Connect your HubSpot account for logging notes and tasks.
- 5Test the workflow to ensure proper data flow and functionality.
Apps Used
OpenAI
HubSpot
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#sentiment analysis