Task based on call outcome

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi Folks,

I want to create an automation that will create a task every time call outcome is logged as BUSY. I can manually create this while logging call but any idea to do it through workflow?

TIA

Rajib

2

Hi @Rajib_alimul,

Activity properties can’t be used for **re-**enrollment directly, that’s why a list is needed here. Using a list, you can bypass that limitation by filtering for calls within the last 1 day. Contacts would enter and leave, meaning that re-enrollment by list is a good workaround.

Here’s what the list would look like:

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Here’s what the workflow would look like:

karstenkoehler_1-1684901428572.png
karstenkoehler_1-1684901428572.png910×712 94.9 KB

Best regards!

3

Hi @karstenkoehler ,

Thanks a lot! i was thinking the same but problem I found is, if multiple logs are created, only 1 re-enrollment is triggered per day, right?

4

Hi @Rajib_alimul,

Correct. Without working with the API and coding a custom solution, this is unfortunately the closest you can get via workflow.

Best regards!