Advanced Workflows in Sales Dialer
Advanced Workflows let you automate post-call actions based on call outcomes, duration, ratings, and dispositions. A single workflow can operate across multiple campaigns simultaneously.
Available on: All Sales Dialer plans.
Conditions (Triggers)
Combine conditions with AND or OR logic to target specific call outcomes.
| Condition | Options |
|---|---|
| Call Duration | Set minimum or maximum call length |
| Call Rating | 1–5 star rating assigned by the agent |
| Call Attempt Number | Which attempt triggered the workflow (up to 10) |
| Disposition Group | Match a specific disposition group |
| Call Status | Completed, Busy, Abandoned, No Answer, Failed, Cancelled |
| Call Answered By | Human or Machine |
Note: The disposition group in your workflow condition must match the group used during the call wrap-up screen. Dispositions inside a group and outside a group are treated separately.
Actions
When conditions are met, the workflow executes one or more actions:
Add Contact to Campaign
Move the contact to an existing campaign or create a new child campaign automatically. Optionally delete the contact from the parent campaign.
Send Message to Contact
Send an SMS to the contact using a JustCall number. Use dynamic fields to personalize the message with contact details.
Create Calendar Event
Schedule a follow-up in the Scheduled Calls section. Set the event time relative to the call (e.g., 30 minutes after the call ends).
Send Data to Webhook
POST real-time call data to an external URL. Use this to connect Sales Dialer with third-party tools, CRMs, or internal systems.
Setting Up a Workflow
- Go to Sales Dialer > Workflows.
- Click New Workflow.
- Name your workflow and select which campaign(s) it applies to. Toggle Apply on all campaigns to run it globally.
- Define your conditions using AND/OR logic.
- Choose one or more actions.
- Save and activate.
Related Articles
- Workflows in Sales Dialer — basic workflow setup
- Disposition Codes Setup — configure disposition groups