This workflow automatically processes customer call recordings, transcribes them using OpenAI Whisper, extracts key topics, sentiment, commitments, and follow-up suggestions, and updates the corresponding Zoho CRM Lead with structured insights — all without manual intervention.
- Import the workflow JSON into your n8n instance
- Add Zoho CRM OAuth2 and OpenAI API credentials
- Copy the webhook URL and configure your telephony system to POST call recordings
- Map Zoho custom fields for AI insights
- Upload a test recording → confirm CRM updates → activate the workflow
When a call recording is received via webhook, this workflow:
- Transcribes audio using OpenAI Whisper
- Extracts key topics, main subject, and action items
- Analyzes sentiment and customer mood
- Detects commitments made during the call
- Generates follow-up suggestions
- Updates the matching Zoho CRM Lead with AI-generated insights
This replaces manual call reviews and gives sales and support teams instant, actionable summaries.
- Sales and customer support teams using Zoho CRM
- Teams handling inbound or outbound calls
- Businesses needing call analytics without manual review
- Zoho CRM admins looking for automated lead enrichment
- Teams using telephony/VoIP systems that can POST audio files
To use this workflow, you need:
-
n8n (cloud or self-hosted)
-
Zoho CRM OAuth2 credentials
-
OpenAI API key (Whisper + GPT models)
-
A telephony system that can send audio files to a webhook
-
Zoho CRM custom fields for:
- Topics
- Main subject
- Action items
- Sentiment
- Mood
- Follow-up suggestions
- Commitments (optional)
Your telephony system posts audio files (.mp3, .wav) to the n8n webhook, instantly triggering the workflow.
The call recording is converted into text, forming the base for all further analysis.
AI identifies key discussion topics, the primary subject, and action items.
AI evaluates overall sentiment and customer mood.
Structured AI analysis detects promises or commitments made during the call.
GPT generates 3–5 actionable next steps for the sales or support rep.
All extracted insights are merged and written into Zoho CRM Lead custom fields.
- Switch Whisper or GPT models
- Enable multilingual transcription
- Add intent, objections, or risk detection
- Adjust sentiment thresholds
- Add custom emotion labels
- Expand schema for detailed commitments
- Filter by confidence or certainty
- Append insights as notes instead of overwriting fields
- Map insights to additional Zoho modules
- Slack or Microsoft Teams alerts for negative sentiment
- Email transcripts or summaries automatically
- Save recordings to Google Drive or Amazon S3
- Auto-create Zoho tasks from commitments
- Multilingual call analysis
- Sales rep performance dashboards
- Sales call analysis – automatic summaries and follow-ups
- Support monitoring – detect unhappy or frustrated customers
- QA audits – auto-generated evaluation notes
- Voice-to-CRM logging – structured conversation storage
- Compliance tracking – capture legally relevant commitments
| Issue | Possible Cause | Solution |
|---|---|---|
| Workflow not triggered | Telephony not posting to webhook | Verify webhook URL and request logs |
| Transcript empty | Corrupted or unsupported audio | Check audio format and file size |
| CRM not updating | Incorrect Zoho field IDs | Verify Zoho custom field API names |
| Commitments missing | Poor transcript quality | Improve audio clarity or adjust AI schema |
| Sentiment inaccurate | Threshold too low | Tune sentiment thresholds in AI node |
If you want to customize this workflow, integrate your telephony system, or build advanced CRM automations, our n8n workflow experts at WeblineIndia can help with:
- End-to-end setup
- Custom AI tuning
- Scaling and performance optimization
- Enterprise-grade automation solutions