Help Center
Workflows
Workflow: Call Contact
Call Contact automates outbound calls to your team whenever a lead arrives or specific conditions are met, helping you respond to leads faster and improving engagement.
How to set up call contact
- Start a New Workflow: Go to Workflows and click New Workflow.
- Choose a Trigger: Select Contact Created or Contact Updated as the trigger to initiate the workflow when a new lead arrives or an existing contact is updated.
- Apply Filters: Add filters to target specific leads based on their source, stage, or any other criteria to ensure the workflow is triggered only for relevant contacts.
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Add the Call Contact Action:
- Select Call Contact from the list of available actions.
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In the settings, configure the following:
- Virtual Number: Choose the number to call from.
- Users to Call: Select the team members to be contacted.
- Schedule: Define the days and times when calls should be placed, ensuring the team is available.
- Save and Activate the Workflow: Once your workflow is configured, click Save and then publish to start the workflow.
Need more help?
If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.
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Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
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Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.