Capture leads on WhatsApp and save them to Sheets
An n8n WhatsApp agent asks leads for their name and email and automatically saves them to Google Sheets, shown in a demo.
A workflow places AI voice calls to brokers, schedules follow-up calls if no appointment is booked, and emails warm and hot lead alerts.
A workflow places AI voice calls to brokers, schedules follow-up calls if no appointment is booked, and emails warm and hot lead alerts.
The poster built an n8n workflow around Vapi that calls new real-estate leads within a minute of entering the CRM, qualifies them, and tries to book an appointment. If no meeting is set, the agent asks permission for a later check-in, auto-schedules it from the conversation, calls back with memory of the prior call, retries up to four times over four days with immediate redials, and emails warm or hot lead alerts; a human can retag missed leads to rerun the sequence.
The post claims the client’s brokerage still had a 5.0 rating with 37 reviews and that most people did not realize the caller was AI. In comments, the poster also said their own broker-prospecting version was likely not compliant, while the client setup had lawyer approval and opt-in language.
The main catch is compliance: the poster said they research each jurisdiction, require opt-in for communications, and in some places disclosure for robocalls or recording.
Design a workflow for calling [type of professional, e.g. real estate brokers] from a list in [Google Sheet] using an AI voice agent like [Vapi/Retell]. The call should pitch [my offer] and try to book an appointment. If none is booked, schedule a follow-up call in [number] days, and email me an alert for warm or hot leads with the call summary. Before any live calls go out, show me the script, the call list, and the compliance checks like calling hours and consent rules, and wait for my approval.
An n8n WhatsApp agent asks leads for their name and email and automatically saves them to Google Sheets, shown in a demo.
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