Within the Workflow builder, you may want to set up an automated sequence of calls and voicemail drops. Here’s a sample Workflow showing how you can create this based on a tag.
Create a new Workflow.
In the Workflow builder, add a trigger for “Contact Tag” and determine which tag you want this to be based on.
Use the “Filters” to choose a specific tag.
NOTE: If you do not specify a certain tag, this will run on any contact tag. It’s important to choose the appropriate tag for your business use. Do you want the workflow to run off a tag based on appointment bookings? Or maybe a tag that you added to a marketing list of contacts you imported into your list? Choose that appropriate tag here.
Save this trigger and then add your Workflow actions.
Add the action Assign to User if you want the calls to go to the assigned user's phone number configured.
Then, add the Call action. By default, the call whisper states, "You have a new lead, John Smith. Press any button to connect". You can modify the Call whisper message here:
Add the Voicemail action. When the lead can't answer the call, you will hear this message: "Couldn't connect with the lead," and the call ends. You cannot leave a personalized voicemail if this occurs. To leave a personalized voicemail with our Call event, go to the settings of the call step, and you can turn on "Disable Voicemail Detection."
You can upload the voicemail file here:
Save and publish the Workflow for it to function.
