Help Building Call Outcome Workflow with Conditional Triggers Based on Most Recent Call

Marketing & Content Hub Lists, Lead Scoring & Workflows
,
1

Hi HubSpot Community,

I’m working on building a call outcome workflow and could really use some guidance. My goal is to create a system where, if a BD rep logs a call with the outcome “voicemail,” the following sequence happens:

  1. Immediately send a follow-up marketing email to the contact.
  2. Delay 7 days, then send a pre-call email.
  3. After that email, assign a call task to the same BD rep who made the original voicemail call.
  4. Delay again until that task is marked complete.
  5. Then, trigger a new workflow that evaluates the most recent call outcome (not any of the previous ones).

The main challenge I’m facing is step 5: I can’t figure out how to configure a second workflow to reference only the most recent call outcome and not prior call records. I want to avoid false triggers from older logged calls.

Has anyone successfully built a similar workflow or found a workaround for targeting only the latest activity on a contact record?

Any help or suggestions would be greatly appreciated!

Thanks,

2

Hi @NDumbrique,

Since “latest call outcome” is not available as a trigger, I would suggest a workaround: Club the filter with last updated in X days, if that’s something that can help you.

MohakSethi_0-1753113475103.png
MohakSethi_0-1753113475103.png431×284 24 KB

What this will do is only get the “Call Outcome” of calls which were updated in the last X days (i.e., latest ones).

If it solves the issue, please mark it as a solution, so it helps others as well.

3

@MohakSethi I’d advise caution here. Assuming that re-enrollmentis a requirement, filtering from a contact based workflow will not allow for that.

@NDumbrique when you create a call-based workflow, you can explicitly reference / enroll only calls from the last day. Is there a reason you’re not doing this with a call based workflow?