Hello HubSpot Community,
I’m currently building a workflow based on call outcomes, with multiple branching paths depending on the result of each sales rep’s call. One challenge I’m facing is that within a call-based workflow, the only available marketing-related action seems to be updating the contact’s marketing status.
Ideally, I’d like to automatically add contacts associated with specific call outcomes to a static list for targeted follow-up. However, I haven’t found a direct option for this in the call-based workflow settings.
Has anyone found a reliable workaround or solution for this?
Appreciate any insights thank you!
Hi @SPalise,
In a call-based workflow, you can use the ‘Edit record’ workflow action to update any property on the associated contact(s).
Whatever property you update could be referenced by an active list.
For example:
- You create a custom contact property “Last call date”
- In your call-based workflow, you set the value of that property to the current day
- An active list filters for “Last call date is known”
Best regards!
Hi @SPalise
Yoy can create a custom contact property called something like “Call Outcome (for workflows).” Then, inside the call-based workflow, you can just set that property based on the outcome (e.g. if the call outcome is “Interested,” update the property to match). After that, separate contact-based workflow that watches for those property values and adds people to the right static lists easy fix, and it keeps your segmentation flowing automatically.
