CRM
Voicemail to Salesforce Next-Step Task Router
Transcribes inbound sales voicemails with ElevenLabs, classifies caller intent, and creates the matching follow-up Task on the right Salesforce Lead or Contact so nothing decays…
How it runs
The automated pipeline, trigger to output.
- TriggerVoicemail recording received via webhookHTTP webhook
- ActionTranscribe audio with ElevenLabsElevenLabs
- ActionClassify intent and extract callback numberOpenAI
- LogicMatch caller phone to Lead/Contact or create LeadSalesforce
- ActionCreate follow-up Task on the matched recordSalesforce
- OutputNotify owning rep in SlackSlack
What it does
Every inbound voicemail becomes a transcribed, intent-classified Salesforce Task attached to the correct record, with a Slack ping to the owning rep. No more replaying messages or copy-pasting numbers into the CRM.
When to use it
For inbound sales lines where prospects leave voicemails after hours or during calls reps miss. Use it when speed-to-lead matters and you want every message logged as a trackable next step rather than an unstructured audio file.
How it works
- 1A new voicemail recording hits the webhook (from your phone system).
- 2ElevenLabs transcribes the audio to text with speaker timestamps.
- 3OpenAI classifies intent (new inquiry, pricing, support, callback request) and extracts the callback number and urgency.
- 4The flow matches the caller's phone number to an existing Salesforce Lead or Contact, creating a Lead if none exists.
- 5A Salesforce Task is created on that record with the transcript, intent label, and a due date scaled to urgency.
- 6Slack notifies the assigned rep with a one-line summary and the record link.
Set it up
What you configure once, before turning it on.
- 1Connect ElevenLabsText-to-speech, voice cloning.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Connect HTTP webhookTrigger any URL on agent actions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.