How To Set Up Automated Calls And Voicemail Drops in a Workflow

Modified on Wed, 07 Dec 2022 at 03:11 AM

Within the Workflow builder, you may want to set up an automated sequence of calls and voicemail drops. Here’s a sample Workflow showing you how you can create this based on a tag.

  • Create a new Workflow.
  • In the Workflow builder, add a trigger for “Contact Tag” and determine which tag you want this to be based on. 
    • Use the “Filters” to choose a specific tag.
    • NOTE: If you do not specify a certain tag, this will run on any contact tag. It’s important to choose the appropriate tag for your business use. Do you want the workflow to run off a tag based on appointment bookings? Or maybe a tag that you added to a marketing list of contacts you imported into your system? Choose that appropriate tag here.

  • Save this trigger and then add your Workflow actions.
  • In this example, we’ve added “Assign to User,” “Call,” “Voicemail,” and an “Internal Notification.” You can customize these communications as you’d like, adding or removing actions.

  • Save and publish the Workflow for it to function.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article