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B2B lead qualification

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B2B lead qualification preview
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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This automated n8n workflow qualifies B2B leads via voice calls using the VAPI API and integrates the collected data into Google Sheets. It triggers when a new lead’s phone number is added, streaml...

Best for

  • Lead Generation automation workflows
  • AI Chatbot automation workflows
  • intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.googlesheetstrigger, n8n-nodes-base.httprequest, n8n-nodes-base.googlesheets, n8n-nodes-base.stickynote, n8n-nodes-base.respondtowebhook, n8n-nodes-base.webhook

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title
B2B lead qualification
Workflow name
B2B lead qualification

This automated n8n workflow qualifies B2B leads via voice calls using the VAPI API and integrates the collected data into Google Sheets. It triggers when a new lead’s phone number is added, streamlining lead qualification and data capture.

What is VAPI?

VAPI is an API service that enables voice call automation, used here to qualify leads by capturing structured data through interactive calls.

Good to Know

  • VAPI API calls may incur costs based on usage; check VAPI pricing for details.
  • Ensure Google Sheets access is properly authorized to avoid data issues.
  • Use credential fields for the HTTP Request node 'Bearer token' instead of hardcoding.
  • Use a placeholder Google Sheet document ID (e.g., "your-sheet-id-placeholder") to avoid leaking private data.

How It Works

  1. Detect when a new phone number is added for a lead using the New Lead Captured node.
  2. Use the Receive Lead Details from VAPI node to capture structured data (name, company, challenges) via a POST request.
  3. Trigger an outbound VAPI call to qualify the lead with the Initiate Voice Call (VAPI) node.
  4. Store the collected data into a Google Sheet using the Save Qualified Lead to CRM Sheet node.
  5. Send a success response back to VAPI with the Send Call Data Acknowledgement node.

How to Use

  • Import the workflow into n8n.
  • Configure VAPI API credentials in the HTTP Request node using credential fields.
  • Set up Google Sheets API access and authorize the app.
  • Create a Google Sheet with the following columns: Name (text), Company (text), Challenges (text), Date (date).
  • Test with a sample lead phone number to verify call initiation and data storage.
  • Adjust the workflow as needed and retest.

Requirements

  1. VAPI API credentials
  2. Google Sheets API access

Customizing This Workflow

Modify the Receive Lead Details from VAPI node to capture additional lead fields or adjust call scripts for specific industries.

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 - New Lead Captured

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

Block 2 - Initiate Voice Call (VAPI)

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 3 - Save Qualified Lead to CRM Sheet

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

Block 4 - Sticky Note

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

Block 5 - Sticky Note1

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

Block 6 - Sticky Note2

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

Block 7 - Sticky Note3

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

Block 8 - Sticky Note4

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

Block 9 - Send Call Data Acknowledgement

Type / Role
n8n-nodes-base.respondToWebhook - respondToWebhook
Config choices
Version 1.2

Block 10 - Receive Lead Details from VAPI

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

3. Summary Table

Workflow B2B lead qualification
Complexity intermediate
Nodes 10
Categories Lead Generation, AI Chatbot
Author Oneclick AI Squad
Published 27 Jun 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/5404/5404.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does B2B lead qualification do?

This automated n8n workflow qualifies B2B leads via voice calls using the VAPI API and integrates the collected data into Google Sheets. It triggers when a new lead’s phone number is added, streaml...

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 Lead Generation, AI Chatbot use case.