Voice Agent CRM Integration: Before & After (Retell AI + n8n Build)

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Your voice agent should know who's calling before it says a word.

Most voice agents check the CRM during the call, forcing users to wait while data loads. This creates a clunky experience that feels robotic. In this tutorial, I show you a simple paradigm shift: check the CRM before the call starts using an inbound webhook.
You'll learn:

Why mid-call CRM checks create bad user experiences
How to set up an inbound webhook in Retell to check data before pickup
Building the n8n workflow to lookup contacts by phone number
Handling both known and unknown callers with dynamic variables
How this applies to dental practices, real estate, legal services, and home services

The technique is straightforward, but the thinking behind it matters more. Design your voice agents around user experience, not just functionality.

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