Automating phone connections helps your team reach leads quickly, without any manual back-and-forth. This guide walks you through setting up automated call connections in the CRM.

Opt-In Form Submission

Create an opt-in form in the Form Builder for potential leads to fill out, collecting their name, email, and phone number.

Triggering the Workflow

Add the Form Submitted trigger to the workflow, which activates when the form is filled out by the client.

Setting Up the Call Action

Next, set up the Call Action, the core step in this automation. Here's how to configure it:

Call Step Configuration

Add the Call Action step and set the parameters for the phone call.

Whisper Message

Enter a whisper message for your team members. This gives them context before the call connects.

Acceptance Prompt

Set up the system to ask team members to press a specific number to accept the call. This makes sure the acceptance is intentional.

Connecting Both Parties

Once the call is accepted, the CRM automatically dials the lead's number, connecting your team with the potential customer.

Practical Example

Here's how it works in practice:

  1. The workflow initiates a call to your team member.
  2. The team member hears a whisper message detailing the lead's source.
  3. They press the designated number to accept the call.
  4. The CRM calls the lead and connects them directly with your team, creating an efficient and timely interaction.

Automating call connections keeps lead engagement moving and makes sure no opportunity is missed. With clear steps and features like whisper messages and acceptance prompts, your team can focus on what matters most: building meaningful connections with potential customers.

Troubleshooting Tips

  • Spam Risk Notification: If calls are being flagged as potential spam, consider using a more recognisable phone number or letting leads know in advance to expect a call.
  • Call Acceptance Issues: Ensure the acceptance prompt is clear and that your team member knows which number to press to accept the call.

FAQs

Q: Can I customise the whisper message?

  • Yes, the whisper message is fully customisable to fit your or your team member's preferences.

Q: What happens if the lead doesn't answer?

  • You can configure the workflow to attempt the call again after a specified time or to leave a voicemail.