Sales & pipeline · Workflow template

Call a new lead back with a voice agent

Point your CRM or web form at this workflow's webhook URL and Carly has your ElevenLabs voice agent phone the lead a few minutes later — it talks to them, and books straight into your calendar if you've set the agent up to. You bring your own ElevenLabs account: save your API key under Account → API keys with the name ELEVENLABS_API_KEY, then paste your agent and phone-number IDs below.

elevenlabs

Build this in Carly Or copy the prompt ↓

The workflow at a glance

Trigger

Webhook received

POST

LLM

Read lead

Filter

Has phone

Action

Capture the lead

Wait

Action

Claim the lead

Filter

Rep has not replied

HTTP

Call the lead

Filter

Call was accepted

Action

Log the outcome

How this workflow works, step by step

1 Trigger Webhook received

Any system that can POST to a URL kicks this off — webhook received. Carly accepts the payload and starts the workflow.
2 LLM Read lead

An LLM step does the thinking: read lead. Carly picks the right model for the job and you can swap models per step if you need to.
3 Filter Has phone

Carly drops anything that doesn't match: has phone. The flow only continues for relevant items.
4 Action Capture the lead

Carly takes action: capture the lead. This is the visible outcome of the workflow.
5 Wait Wait

Carly pauses here. Wait. The workflow resumes the moment the wait condition is met — a reply, a timer, an external signal.
6 Action Claim the lead

Carly takes action: claim the lead. This is the visible outcome of the workflow.
7 Filter Rep has not replied

Carly drops anything that doesn't match: rep has not replied. The flow only continues for relevant items.
8 HTTP Call the lead

Carly makes an HTTP request to call the lead. Useful for APIs that don't have a native integration — auth, retries, and pagination are handled.
9 Filter Call was accepted

Carly drops anything that doesn't match: call was accepted. The flow only continues for relevant items.
10 Action Log the outcome

Carly takes action: log the outcome. This is the visible outcome of the workflow.

When to use this template

You want this work to happen consistently without anyone remembering to do it.
You're already using elevenlabs, and the manual version of this is eating real minutes a week.
You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

This task only happens once or twice a month — the setup cost won't pay back.
The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — set up the "Call a new lead back with a voice agent" template for me and turn it on once it's working. If you need any details from me (like which sender, folder, or channel), just ask. Thanks!

Or open the dashboard →

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

elevenlabs

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "Call a new lead back with a voice agent" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating elevenlabs.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to thousands of apps, and a generic HTTP node covers anything without a ready-made connector. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Does this workflow cost anything to run?

Running the workflow itself — triggers, tool calls, branches, filters, waits — is free with no per-task fees. You only pay for the AI steps in this template (the LLM nodes that classify, write, or decide). Everything around them runs at no cost.