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Prerequisites

  • Accounts at telli and an integration platform like Make.com, Zapier, n8n, or similar
  • CRM system (e.g. Airtable, Salesforce, Pipedrive, etc.) or any other system to store your contact information

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Setting Up Your Integration Platform

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1. Adding Contacts to telli

When new contacts are added to your CRM, you can automatically add them to telli:
  1. Create a new workflow in your integration platform
  2. Add a trigger module for your CRM (e.g., “New Contact” in your CRM)
  3. Add a module to call telli’s add-contact API endpoint
    • Configure the HTTP request with:
      • Method: POST
      • URL: https://api.telli.com/v1/add-contact
      • Headers: Include your telli API key (found in the telli dashboard)
      • Body: Map relevant contact fields from your CRM
    • A successful response will look like: 
      {
  "contact_id": "XXX-XXX-XXX-XXX"
}

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2. Scheduling Calls

To automatically schedule calls when certain conditions are met:
  1. Create a trigger based on your business logic (e.g., when a deal reaches a specific stage)
  2. Add a module to call telli’s scheduling API endpoint
    • Configure the HTTP request with:
      • Method: POST
      • URL: https://api.telli.com/v1/schedule-call
      • Headers: Include your telli API key (found in the telli dashboard)
      • Body: Include contact_id from the previous response (from the contact creation step)
    • A successful response will look like: 
      {
  "message": "success",
  "loop_id": "XXX-XXX-XXX-XXX"
}

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3. Processing Call Information with Webhooks

Once you’ve set up contact addition and call scheduling, enhance your workflow by capturing real-time call events:
  1. Set up a webhook in your integration platform and telli:
    • Create a new workflow with a webhook trigger in your integration platform
    • Copy the webhook URL that your platform provides
    • Go to Settings > API & Webhooks in your telli dashboard
    • Add the webhook URL as an endpoint
    • Enable the call_ended event to receive updates when calls are completed
  2. Process the webhook data:
    • Parse the JSON data received from telli
    • The payload will include details about the call outcome, analysis, and transcript
  3. Update your CRM based on call outcomes:
    • Create conditional logic to handle different call outcomes:
      • Appointment Scheduled: Update contact status to “Qualified Lead”
      • Interested but No Appointment: Mark for follow-up
      • Not Interested: Update status accordingly
      • Not Reached: Schedule another call attempt

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Example Workflow

Here’s a practical example of a complete workflow:
  1. A new lead is added to your CRM through an online form
  2. Your integration platform automatically adds the contact to telli
  3. telli schedules and makes an introduction call to the lead
  4. Based on the call outcome, your CRM is updated with:
    • Call summary and key insights
    • Next steps (appointment, follow-up, etc.)
    • Updated lead status
By leveraging integration platforms with telli, you create an automated system that keeps your CRM updated in real-time with valuable insights from customer calls, helping your team prioritize leads effectively and take timely actions based on actual customer interactions. You can find hands-on tutorials for each integration platform in the respective sections.