topic Creating a "Missed Call" Workflow for Sales Reps in Tips, Tricks & Best Practices

Creating a "Missed Call" Workflow for Sales Reps

McBainKD — Sun, 10 Apr 2022 17:47:39 GMT

Hey everyone!
Is there a way to create a Workflow for when a rep calls a customer in Hubspot and marks the call as "Missed call" to automatically send out a templated email to the customer?Essentially looking to create a "sorry, we missed you" automated follow up and the current workflow I'm looking as is using Marketing emails and I don't know if that's the best way.

Re: Creating a "Missed Call" Workflow for Sales Reps

karstenkoehler — Sun, 10 Apr 2022 19:12:09 GMT

Hi @McBainKD,

If you want to a marketing email, you would use a contact-based workflow (Menu > Automation > Workflows) for this. It could look like this:

This email can be sent from the contact owner:

You could further narrow down the enrollment criteria of the workflow to avoid certain scenarios (e.g. a call with a customer triggering this email).

Generally, I'd recommend using templates for this rather than an automated marketing email. There's simply a fairly high risk of this going wrong (e.g. an inbound call shortly after an unanswered outbound cal) and the email still being triggered.

Templates would give full power to the sales person who can then decide whether to send this right after the call or not: https://knowledge.hubspot.com/templates/create-and-send-templates

Hope this helps!

Re: Creating a "Missed Call" Workflow for Sales Reps

McBainKD — Tue, 12 Apr 2022 17:00:21 GMT

Hey, that sounds great.

Is there a way to include Templates in a Workflow? To automatically send a templated email based on a certain action?

Re: Creating a "Missed Call" Workflow for Sales Reps

karstenkoehler — Tue, 12 Apr 2022 17:06:42 GMT

Hi @McBainKD,

This is only possible via sequences (you could create a one email sequence). It requires a Sales or Service Hub Enterprise Subscription, see here: https://knowledge.hubspot.com/sequences/enroll-contacts-in-a-sequence#enroll-contacts-in-sequences-using-workflows-sales-and-service-hub-enterprise-only

Without an Enterprise subscription, you would have to choose between a task for the contact owner or a automated marketing email.

Best regards!