New calls to kick off a workflow

[PTran8]

Hi is it possible when a new call is added into Hubspot a workflow is kicked off? I notice their call properties as stated in the documentation is not available for re-enrollment which will only make it work once. 

Look for a solution that whenever a contact is called regardless of how many times a workflow will kick off depending on the outcome.

Thanks for any pointers.

[karstenkoehler · Accepted solution]

Hi @PTran8,

You can trigger a workflow based on "Last contacted is known", for example, and then check whether the activity was the call or not in a custom code action.

Hope this helps!

[SkeeStylus · Accepted solution]

Good News Everyone!  Call-Based Workflows are now LIVE. @PTran8 you can use any of the call properties now to trigger your workflows.  

Here's a little more on them

You can now create workflows centered around calls.

Why does it matter?

With this change, you can now trigger automation based directly on all calls that happen or are logged for your contacts. Then, you can use workflow actions to create standard, automatic internal processes for call follow up or management.

For example, you could send the summary and outcome details of a call to the sales rep or their team over Slack.

How does it work?

To create a call workflow:

• From the workflows tool homepage, click "Create workflow" and select "From scratch"
• Choose the Call object on the object select page
• Choose the trigger based on call events or properties
• Add actions as usual

Please note that Call workflows are not available in Sandbox accounts.

Who gets it?

Marketing Hub Professional, Marketing Hub Enterprise, Operations Hub Professional, Operations Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise

[RAbraham4]

Hi Juan, do you have any furtherinformation on how the call activity as a trigger operates in worflows? Ive looked around for more info but cant find anything. If I was to set up a workflow with call outcome as the trigger the current settings say it will pull this from any call. So for example if a propsect has multiple calls with different call outcomes each time, will hubspot just take the latest call outcome? The "Any Call" seems like it won't take the latest call outcome to me. Thanks

[karstenkoehler]

Hi @PTran8,

There is a workaround that involves lists (as lists can be used for re-enrollment). When you create such a list...

... contacts would enter the list when there is a new call and leave it after one day. When they re-enter, the workflow re-triggers.

You'll probably notice the limitation of this workaround immediately: It will trigger once per day max. (If you need a higher frequency, you'll probably have to look into custom code actions in Operations Hub Professional.)

Hope this helps!

[PTran8]

Unfortunately I need it to trigger as soon as the Call is finished. Custom code is fine but I wouldn't be able to get it to trigger as soon as the call is logged as re-enrollment is not possible with activities as I understand it?

[karstenkoehler · Accepted solution]

Hi @PTran8,

You can trigger a workflow based on "Last contacted is known", for example, and then check whether the activity was the call or not in a custom code action.

Hope this helps!

[Bausbrooks]

Hey! I know this is a long shot, but I have the exact same problem. I am looking for more information about how to implement this custom code action that you are referring to. I do not have experience with any of the custom code actions within HubSpot. 

Would love some additional insight how to get this rolling. Thanks!