Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot

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1. Workflow Overview

Who is this for Sales teams and agencies using Retell AI for voice outreach who want to automatically analyze every call and push insights into their CRM. Ideal for businesses running AI voice agen...

Best for

CRM automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.webhook, n8n-nodes-base.set, n8n-nodes-base.code, @n8n/n8n-nodes-langchain.openai, n8n-nodes-base.hubspot, n8n-nodes-base.if, n8n-nodes-base.slack

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Servify.

Original n8n.io source

1.1 Workflow description

Title: Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot
Workflow name: Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot

Who is this for

Sales teams and agencies using Retell AI for voice outreach who want to automatically analyze every call and push insights into their CRM. Ideal for businesses running AI voice agents that need structured post-call intelligence without manual review.

How it works

When a Retell AI voice call ends, the platform sends a call_analyzed webhook to this workflow. It parses the transcript, call duration, and metadata, then sends everything to OpenAI for analysis. The AI returns structured data: sentiment, lead score (1-10), key topics, buying signals, objections, action items, and a recommended next step.

The enriched data is synced to HubSpot, updating the contact record. If the lead score meets your threshold, the workflow alerts your sales team on Slack and creates a priority follow-up task in HubSpot. Every call is logged to Google Sheets for tracking.

How to set up

Open the Set user config variables node and enter your Slack channel, lead score threshold (default: 7), Google Sheet ID, and sheet name.
Connect your OpenAI, HubSpot, Slack, and Google Sheets credentials in each respective node.
Copy the production webhook URL from the trigger node and add it to your Retell AI dashboard under Webhook Settings for the call_analyzed event.
Create a Google Sheet with columns: Date, Call ID, From Number, Duration, Sentiment, Lead Score, Summary, Action Items, Qualified.
Activate the workflow and make a test call to verify the full pipeline.

Requirements

Retell AI account with an active voice agent
OpenAI API key (GPT-4o-mini or GPT-4o)
HubSpot CRM account
Slack workspace with a bot token
Google Sheets

How to customize

Adjust the lead score threshold in the config node to control when hot lead alerts fire.
Modify the AI analysis prompt to extract industry-specific fields (e.g., appointment booked, insurance type, budget range).
Add a Twilio SMS branch for instant text follow-ups to hot leads.
Connect additional CRM nodes if you use Pipedrive, Salesforce, or another platform instead of HubSpot.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Receive Retell call webhook

Type / Role: n8n-nodes-base.webhook - webhook
Config choices: Version 2

Block 7 - Set user config variables

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 8 - Parse call transcript and metadata

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 9 - Analyze call with OpenAI

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 1.8

Block 10 - Extract and structure AI analysis

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 11 - Update HubSpot contact with insights

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 12 - Check if lead is qualified

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 13 - Alert sales team about hot lead

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

Block 14 - Create follow-up task in HubSpot

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 15 - Log call analysis to tracking sheet

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.5

Block 16 - Respond to Retell webhook

Type / Role: n8n-nodes-base.respondToWebhook - respondToWebhook
Config choices: Version 1.1

3. Summary Table

Workflow	Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot
Complexity	advanced
Nodes	16
Categories	CRM, AI Summarization
Author	Servify
Published	25 Mar 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/14331/14331.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Summarization workflows

Frequently asked questions

What does Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Summarization use case.

Servify

4 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.webhook n8n-nodes-base.set n8n-nodes-base.code @n8n/n8n-nodes-langchain.openai n8n-nodes-base.hubspot n8n-nodes-base.if n8n-nodes-base.slack

Complexity

advanced

Published 25 Mar 2026

Likes 0

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Install path: /data/workflows/14331/14331.json

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Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Who is this for

How it works

How to set up

Requirements

How to customize

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Sticky Note4

Block 6 - Receive Retell call webhook

Block 7 - Set user config variables

Block 8 - Parse call transcript and metadata

Block 9 - Analyze call with OpenAI

Block 10 - Extract and structure AI analysis

Block 11 - Update HubSpot contact with insights

Block 12 - Check if lead is qualified

Block 13 - Alert sales team about hot lead

Block 14 - Create follow-up task in HubSpot

Block 15 - Log call analysis to tracking sheet

Block 16 - Respond to Retell webhook

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions