The Call Status Trigger is a powerful tool that activates within workflows for both incoming and outgoing calls. This feature can be set off by call directions and statuses from the current workflow or another interconnected one. By utilizing this trigger, businesses can tailor their workflows to automatically perform certain tasks based on specific call statuses, thereby enhancing operational efficiency and optimizing communication processes.
Applying Filters
To begin, select "Add New Workflow Trigger" and choose "Call Status." You can refine your trigger using the "Add Filter" option, where you can select from Call Direction, Call Status, or In Workflow.
Call Direction
The Call Direction filter allows you to specify whether the trigger should respond to an incoming or outgoing call.
Incoming Call:
When "Incoming" is chosen, the workflow will initiate whenever a contact (whether a new lead or an existing contact) dials the number linked to your account.
Outgoing Call:
Selecting "Outgoing" enables you to monitor and track the various call logs generated by your sales team.
Call Status
The system keeps a record of each call's status and can activate triggers based on these statuses. This filter allows you to automate actions when a call status from another workflow is detected. You can choose the relevant workflow from the dropdown list.
Possible call statuses include:
Busy: The number was occupied at the time of the call.
Canceled: The call was terminated before it could be completed.
Completed: The call was successfully connected, and a conversation took place.
Not Answered: The call went unanswered.
Voicemail: The call was directed to voicemail.
In Workflow
This filter provides the ability to initiate automation when a call status is triggered within another workflow. You can select the specific workflow from the dropdown menu.
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