Creating a Task for missed calls

[Luna2]

Hello,

I am trying to create a workflow which would create a high priority task for the Contact Owner when he misses a call from the Contact.

 The workflow I've created is below. However, when I test it - no task appears. What am I doing wrong? Any advice is much appreciated.

[Josh · Accepted solution]

Hi @Luna2,

In that case, I would consider using a list for your enrollment.  The contact gets added to the list when the missed call occurs and then removed from the list based on another criteria. Each time a missed call happens for the contact, they are added to the list, which can be used for reenrollment.

Josh

[Josh]

Hi @Luna2,

Can you confirm that you can get a contact to actually enroll in the workflow, but then when it goes to the workflow action, the task itself is not being created?

Josh 

[Josh]

Can you send a screenshot of the call record showing the status and contact association?

I'd be happy to help you diagnose this through a Google Meet as well. I'm available until 10AM EST today if you want to email me (joshc@protocol80.com), or you can use my scheduling link in my signature to find a different time.

[Luna2]

Hey Josh,

I really appreciate your help and advice but I've figured it out - the workflow does not work on Contacts already existing in HubSpot (which I need this for) due to HubSpot's re-enrollement setting for Call related activities. 

I will have to take a different approach.

Thanks again for your help.

[Luna2]

Josh,

If I understand correctly - yes - If I manually enroll the Test contact into the Workflow, the Task appears.

However, if I try to trigger the workflow by actually creating a missed call - the call logs, but the task does not appear.

[Josh]

Hi @Luna2,

It looks like you're on the right track. I was able to create a similar workflow and it functioned correctly.

I tested with call outcome vs status as I'm not routing calls through HubSpot. That's where I'd check. Are you receiving inbound calls from a HubSpot number or an integration, and if so, can you confirm that call status is being set on the contact records?

Josh

[Luna2]

Hi Josh

I am using an Aircall integration.

The call logs (i.e. I can see the record of the missed call in the activities list under the Contact) but the task, for some reason does not trigger.