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.
Selecting the correct calls
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
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!