The Call Status Trigger is a workflow trigger that runs on both outbound and inbound calls. This trigger can be activated by call directions and statuses either from the current workflow or from another workflow linked to it. Using this trigger, businesses can customize their workflows to automate specific actions based on call statuses, improving efficiency and streamlining their communication process.
All Filters
To get started, click on Add New Workflow Trigger and select Call Status. You can filter your trigger by clicking Add Filter and selecting Call Direction, Call Status, or In Workflow.
Call Direction
The Call Direction filter enables users to select the direction of the call, either as an incoming or outgoing call.
Incoming Call
Selecting the "Incoming" call, the workflow is triggered when a contact (new leads or old contacts) calls the number associated with this account.
Outgoing Call
Selecting the "Outgoing" call can allow you to track all the different call records of your sales team.
Call Status
The system automatically tracks the status of every call made and triggers them based on the status of the call: This filter gives you the ability to fire the automation when the call status triggers in another workflow. You can choose the workflow from the dropdown menu.
- The contact number could either be Busy when the call was made, or
- The call got Canceled, or
- Were you able to complete the call (you successfully spoke with the lead/contact), or
- The call was Not Answered, or
- You were directed to the lead/contact Voicemail.
In Workflow
This filter gives you the ability to fire the automation when the call status triggers in another workflow. You can choose the workflow from the dropdown menu.
