Calls: Automations for follow-up tasks through Integrations
in progress
Ahmed Nassar
Business Problem:
- As a sales professional, I want automations and workflows for managing incoming and outgoing calls, so that I can ensure follow-ups are timely and data moves seamlessly across platforms, reducing administrative overhead.
Desired Outcome:
- Automatically log call details and outcomes in CRM.
- Trigger follow-up tasks like messages or meetings post-call.
- Sync data across sales tools and communication platforms.
Use Cases:
- Logging and tracking sales calls in the CRM.
- Automating post-call follow-ups and notifications through third party tools.
- Automatically send a WhatsApp or SMS message when a voice call is received after hours.
- Inform customers that no agents are available and that their call will be returned during business hours
- Optionally log the call or notify a team member.
The Current Workaround:
- N/A
N
Nabilah Binti Salleh
marked this post as
in progress
N
Nabilah Binti Salleh
Merged in a post:
Calls: Automate Away Messages for Incoming Voice Calls
Attia Saleh
Business Problem:
Currently, respond.io Workflows do not support detecting or triggering actions based on incoming voice calls, making it impossible for businesses to send automated away messages to callers outside business hours.
This gap impacts businesses that rely on voice communication, such as support centers and sales teams, where missed calls without acknowledgment can lead to lost opportunities and a poor customer experience.
Desired Outcome:
Introduce a workflow trigger for incoming voice calls, with the ability to define conditions like time (e.g., outside of working hours). This would allow users to:
- Automatically send a WhatsApp or SMS message when a voice call is received after hours.
- Inform customers that no agents are available and that their call will be returned during business hours.
- Optionally log the call or notify a team member.
Esmeralda Sevilla
Pleaseeee
Y
Yihui Chan
marked this post as
under review