Help Center

Workflow: Call Contact

The Call Contact action helps your team respond to leads faster by automatically placing an outbound call when a workflow reaches that step. Instead of relying on someone to manually place the call, LeadCenter calls your selected team member first and then connects them to the contact.

Where to Find It

In the workflow builder, Call Contact appears under the Actions section.

How the Call Contact Action Works

When the workflow reaches a Call Contact node, LeadCenter places a call to one of the selected team members. When a team member answers, LeadCenter then connects that person to the contact.

This helps your team respond quickly to new leads or other high-priority contacts without manually dialing.

How to Add a Call Contact Action

1. Go to Workflow templates.
2. Create a new workflow or open an existing one.
3. Click the + button where you want to add a step.
4. Under Actions, select Call Contact.
5. Click the node to open its settings.
6. Configure the calling options.
7. Click Apply.
8. Save the workflow as a draft or publish it.

Configuration Options

Virtual Number

Choose the virtual phone number the call should use. This must be a virtual number already configured in your account.

Users to Call

Select one or more team members. LeadCenter will call the selected users one at a time until someone answers.

Calling Schedule

Set the days and hours when calls are allowed to be placed.

• Weekdays (Monday-Friday) — set a start time and end time
• Saturday — optionally enable Saturday calling with its own hours
• Sunday — optionally enable Sunday calling with its own hours

Calls will only be placed during the configured calling schedule.

Requirements

• The contact must have a phone number on file.
• A virtual phone number must be configured in your account.
• The current time must fall within the configured calling schedule.
• At least one team member must be selected in the Users to Call setting.

What Happens at Runtime

When the workflow reaches the Call Contact action:

1. LeadCenter checks whether the contact has a phone number and whether the current time is inside the allowed calling schedule.
2. If the conditions are met, LeadCenter places a call to the first selected team member.
3. If that person does not answer, LeadCenter tries the next selected user.
4. When a team member answers, LeadCenter connects them to the contact.

If no team member answers, the call is not completed and the workflow continues to the next node.

When Call Contact Is Useful

• Rapid lead response — call new leads as soon as they are captured
• Priority lead handling — notify your team when a high-value lead enters the pipeline
• Appointment-related outreach — call a contact before or after an appointment
• Follow-up workflows — trigger a call after a form submission, stage change, or other action

Using Filters Before Call Contact

It is a good idea to place a Contact Filter before a Call Contact action so only the right contacts trigger calls.

For example, you may want to call only:

• leads from a specific source
• contacts in a specific stage
• contacts with a valid phone number
• high-priority or high-intent leads

Using Wait Nodes with Call Contact

You can place a Wait node before Call Contact if you want the call to happen later instead of immediately.

Examples:

• wait 10 minutes after a new form submission before calling
• wait 1 hour before an appointment-related call
• wait until the next business morning before calling

Best Practices

• Set calling hours that match your team’s actual availability.
• Use a Contact Filter before the Call Contact node so only qualified leads receive calls.
• Select multiple team members so the system can try the next person if the first one does not answer.
• Use descriptive workflow names so your team understands the context of the call.
• Consider adding a Wait node before the call if your team needs time to prepare.
• Use Call Contact for high-priority scenarios where speed matters most.

Frequently Asked Questions

What happens if the team member does not answer?

If multiple users are configured, LeadCenter tries each user one at a time. If no one answers, the call is not completed.

What happens if the contact does not have a phone number?

The call cannot be placed. The workflow continues to the next node.

Can I call the contact directly without going through a team member?

No. LeadCenter calls your selected team member first and then connects them to the contact.

What if the workflow triggers outside calling hours?

The call will not be placed if the current time is outside the configured schedule.

Can I use Call Contact with appointment workflows?

Yes. You can use it with any supported workflow trigger. For example, you can combine it with an Appointment Created trigger and a Wait node to call a team member before a meeting.

If you need help using the Call Contact workflow action, contact support@leadcenter.ai.