Does Doe send the follow-up email automatically or does it wait for approval?

By default, follow-up emails are sent automatically. You can enable review mode where drafts queue for approval before sending. Most teams auto-send for inbound inquiries and use review mode for higher-value leads.

Can Doe handle calls in languages other than English?

Doe processes whatever transcript Retell provides. If Retell transcribes calls in Spanish, French, or other supported languages, Doe can extract signals and draft follow-ups in that language. The quality depends on Retell's transcription accuracy for that language.

What happens if the caller is already in Salesforce?

Doe matches callers to existing Salesforce records by phone number and name. If a match is found, the existing record is updated rather than creating a duplicate. New call data is appended to the activity timeline on the existing contact.

How does the lead scoring work?

A 0-100 score based on configurable criteria: budget signals, team size, buying timeline, competitor evaluation stage, and sentiment. Each criterion has a weight you define.

Can I customize the follow-up email template?

Yes. You provide a base template with placeholders for dynamic content (pricing tier, features discussed, next steps). Doe fills in the specifics from the transcript. You control the tone, structure, and what gets included.

Every voice call gets an automatic aftermath.

The Retell transcript is read, the lead scored on budget and buying signals, Salesforce updated with the opportunity, and a personalized follow-up sent through Resend within 3 minutes of the call ending.

Automate Voice Call Follow-Up Handler or talk to sales

Every Retell voice call gets scored, qualified, and followed up within minutes. CRM updated, personalized email sent. No rep touches the process until the lead is ready for a conversation.

What changes

Dimension	Before	With Doe
Time to follow-up	Hours or days, if someone checks the transcript queue	Under 3 minutes from call end
CRM accuracy	Transcript ignored, CRM untouched	Lead scored, opportunity created, call summary logged
Lead scoring speed	Manual review once a week	Scored immediately from the transcript
Follow-up rate	Maybe 30% of calls get a follow-up	100% of calls get a personalized follow-up

From call transcript to qualified follow-up in 3 minutes

Reads the call transcript after the call ends

Retell AI

6-minute inbound inquiry. Caller asked about pricing for a 15-person team, mentioned they are currently on Competitor X, and asked about SSO support. Post-call sentiment: positive.

Scores the lead and drafts a follow-up

Lead scored at 82 (budget confirmed, active evaluation, 15-seat deal). Follow-up email drafted referencing the pricing discussion and linking to SSO docs. Caller mapped to an existing Salesforce account.

Updates the CRM with the scored lead and opportunity

Salesforce

Lead score updated to 82, call summary logged, deal stage set to "Qualified," and the 15-seat opportunity created with $7,500/mo value.

Sends the personalized follow-up email

Resend

Follow-up email sent within 3 minutes of the call ending. Personalized with the pricing tier discussed and a link to the SSO docs. Reply-to set to the assigned AE.

Runs Triggered after every Retell call · CRM updated and follow-up email sent

Forty calls a day. Zero follow-ups sent on time.

Retell handles 40+ inbound calls a day. Each call produces a transcript that nobody reads. The lead sits unscored. The CRM record is untouched. The follow-up email does not get sent until someone remembers, and by then the lead has gone cold. A caller who asked about pricing for a 15-person team yesterday is now comparing you to the competitor who replied in 5 minutes.

The transcripts pile up in a dashboard. Once a week, someone skims through them and cherry-picks the ones that sound promising. The rest are ignored. Leads that could have converted with a timely response sit in a queue until they are irrelevant. Budget signals, competitor mentions, and feature requests from those calls never make it into the CRM.

Get started in under 10 minutes

Connect your tools

One-click OAuth for each integration. No API keys, no engineering.

Describe what you need

“After every Retell call, read the transcript, score the lead based on budget and buying signals, update Salesforce with the score and call summary, and send a follow-up email through Resend referencing what they asked about.”

It runs on schedule

Triggered after every Retell call. Follow-up sent within minutes.

Voice Call Follow-Up Handler FAQ

Lead scores are based on signals extracted from the transcript: budget mentions, team size, buying timeline, and competitor references. If a signal is misread (for example, interpreting a casual mention as budget confirmation), you can adjust the score in Salesforce and tune the scoring criteria over time.

Related workflows

Sales

CRM Auto-Update from Meeting Notes