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

Within the Workflow builder, you may want to set up an automated sequence of calls and voicemail drops. Here’s a sample Workflow showing 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 list? Choose that appropriate tag here.

• Save this trigger and then add your Workflow actions.

• Add the action Assign to User if you want the calls to go to the assigned user's phone number configured.

• Then, add the Call action. By default, the call whisper states, "You have a new lead, John Smith. Press any button to connect". You can modify the Call whisper message here:

• Add the Voicemail action. When the lead can't answer the call, you will hear this message: "Couldn't connect with the lead," and the call ends. You cannot leave a personalized voicemail if this occurs. To leave a personalized voicemail with our Call event, go to the settings of the call step, and you can turn on "Disable Voicemail Detection."

• You can upload the voicemail file here:

• Save and publish the Workflow for it to function.