Workflow Action: Voicemail

July 30, 2024•1 min read

In this article, we will explain the workflow action Voicemail, how to add one to a workflow and give an example of what it can be used for

In this situation, we will act as if we have multiple triggers leading up to this event for the client.

An SMS was sent out to them, and after that, there was a Call, now we want to add a Voicemail for the last attempt. (seen below)

First, start by selecting the “+” button

This will pop up a menu selection on the right-hand side of the screen

Scroll down until you see the “External Communications” collum
Select “Voicemail”

You now have to ability to add pre-recorded voicemails to the contact

NOTE: Voicemail drops work approximately 70% of the time. They are a workaround solution to expedite leaving voicemails. Phone carriers don't generally like the concept so this is a phone carrier 'trick' and a workaround.

Please Note: if your voicemail is not working: go to https://online-audio-converter.com/ and upload the voicemail file. Otherwise, you can create a new file here https://www.rev.com/onlinevoicerecorder

Select the green “Upload File” button and choose the pre-recorded file
Please make sure you click the “Save Action” button before you close the voicemail tab

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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