Cradle + HubSpot Workflow - Dealing with Voicemail

You can use this to remind you call people back if you miss the call!

Dealing with Voicemail

This situation is great for dealing with voicemail when one of your leads or prospects calls but you’re unable to get to the call. You could use an if/then branch to segment contacts based on their pipeline stage, however, we will simplify this today. This example sends a notification to the manager and sets a task for the contact owner to call back a contact, all by using the Details of Last Cradle Call property.

Enrollment and Re-enrollment

Choose the enrollment trigger Details of Last Cradle Call is known. Under re-enrollment select Allow contacts who meet the trigger criteria to re-enroll when any one of the following occurs, and check the box beside Details of Last Cradle Call is known to re-enroll contacts every time a call is received.

 

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Selecting the correct calls

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Create an if/then branch, with two separate filters as follows:

Ensure that you have two separate filters with Details of Last Cradle Call contains any of status:voicemail and Details of Last Cradle Call contains any of direction:in.

 

 

 

 

Setting your desired action

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Set any action that you want to perform after this point. In our case, we are going to create a task and send a notification.

Save, and then test your workflow!