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How to Set Call Status Triggers

This guide will assist you in the procedure of configuring call status triggers in two distinct applications.

1. Select "Marketing"

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2. Select "Workflows"

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3. Click "Create Workflow"

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4. Click "Continue"

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5. Select "Call Status"

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6. Click "Add filters"

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7. Select "Call Direction"

By clicking on this filter, you can dictate the direction of the call, distinguishing it as either incoming or outgoing.

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8. Select "Incoming"

By choosing "Incoming" call, the workflow activates when a contact (whether new leads or existing contacts) dials the number linked with this account.

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9. Select "Outgoing"

Opting for "Outgoing" call enables you to monitor all the various call records of your sales team.

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10. Select "Call Status"

The system automatically monitors the status of each call made and initiates triggers according to the call status:

  • The call might have been sent to a busy line,

  • The call could have been canceled,

  • The completion of the call (meaning a successful conversation with the lead or contact),

  • The call might have been unanswered,

  • Or the call could have been redirected to the lead or contact's voicemail

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11. Select "In Workflow"

This feature enables you to initiate calls from another workflow within the current workflow, by selecting the external workflow you wish to link with.

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