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How To Add a Manual Call Action to a Workflow

Learn how to set up a manual call action in GHL Customer Care workflows and create outbound call tasks automatically using workflow triggers.

2 min read457 words5 explained imagesUpdated Wed, 4 Jun, 2025 at 2:30 PM
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On this page
  1. Key Benefits of Manual Call Action
  2. How To Add a Manual Call Action to a Workflow
  3. Viewing Assigned Manual Calls
  4. Frequently Asked Questions
  5. Related Articles

This article will show you how to add a Manual Call action to a workflow in GHL Customer Care. This action allows you to create call tasks automatically when a workflow trigger is met. This is perfect for sales or support follow-ups that require a personal touch.

TABLE OF CONTENTS

What is Manual Call Action?

Manual Call Action is a type of Manual Action used in GHL Customer Care workflows. It allows you to assign outbound call tasks to a team member based on workflow triggers such as tags, form submissions, or appointments. Once the workflow is triggered, the contact appears under the Manual Actions tab in the Conversations section.

Key Benefits of Manual Call Action

  • Automation Flexibility: assign call tasks automatically from workflows.

  • Workflow Efficiency: enable reps to manage outbound call queues from one tab.

  • Task Tracking: check statuses like Yet to Call or Completed for clear follow-up.

  • Custom Triggers: trigger based on contact tags, form fills, pipeline stage changes, and more.

How To Add a Manual Call Action to a Workflow

Manual Call Actions are added from the workflow builder using the "Manual Action" step. Follow the steps below to configure this action correctly.

  1. Navigate to Marketing in the left-hand navigation bar.

  2. Click + Create Workflow to create a new workflow.

    Step 2 of 6: Click + Create Workflow to create a new workflow What this shows Step 2 of 6: Click + Create Workflow to create a new workflow. What this shows Shows what to click for step 2 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". This screenshot accompanies step 2 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you click + Create Workflow to create a new workflow. The next step is to click + Add Trigger and choose a trigger. Step 2 of 6Image 1 of 5 What to clickClick + Create Workflow to create a new workflow.
    Buttons and menus referenced + Create WorkflowMarketing+ Add Trigger+Manual Action To CallSavePublish
    Next stepClick + Add Trigger and choose a trigger.
    All 6 steps in this procedure
    1. Navigate to Marketing in the left-hand navigation bar.
    2. Click + Create Workflow to create a new workflow. this image
    3. Click + Add Trigger and choose a trigger.
    4. After adding the trigger, click the + icon beneath it to add a new action.
    5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”.
    6. Click Save and then Publish your workflow.

  3. Click + Add Trigger and choose a trigger.

  4. After adding the trigger, click the + icon beneath it to add a new action.

    Step 4 of 6: After adding the trigger, click the + icon beneath it to add a new… What this shows Step 4 of 6: After adding the trigger, click the + icon beneath it to add a new action. What this shows Shows what to click for step 4 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". This screenshot accompanies step 4 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you after adding the trigger, click the + icon beneath it to add a new action. The next step is to choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. Step 4 of 6Image 2 of 5 What to clickAfter adding the trigger, click the + icon beneath it to add a new action.
    Buttons and menus referenced +Marketing+ Create Workflow+ Add TriggerManual Action To CallSavePublish
    Next stepChoose the Manual Action To Call action. Enter a name for the action, like “Manual Call”.
    All 6 steps in this procedure
    1. Navigate to Marketing in the left-hand navigation bar.
    2. Click + Create Workflow to create a new workflow.
    3. Click + Add Trigger and choose a trigger.
    4. After adding the trigger, click the + icon beneath it to add a new action. this image
    5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”.
    6. Click Save and then Publish your workflow.
  5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”.
    Step 5 of 6: Choose the Manual Action To Call action. Enter a name for the action… What this shows Step 5 of 6: Choose the Manual Action To Call action. What this shows Shows what to fill in for step 5 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". This screenshot accompanies step 5 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. The next step is to click Save and then Publish your workflow. Step 5 of 6Image 3 of 5 What to fill inChoose the Manual Action To Call action. Enter a name for the action, like “Manual Call”.
    Buttons and menus referenced Manual Action To CallMarketing+ Create Workflow+ Add Trigger+SavePublish
    Next stepClick Save and then Publish your workflow.
    All 6 steps in this procedure
    1. Navigate to Marketing in the left-hand navigation bar.
    2. Click + Create Workflow to create a new workflow.
    3. Click + Add Trigger and choose a trigger.
    4. After adding the trigger, click the + icon beneath it to add a new action.
    5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. this image
    6. Click Save and then Publish your workflow.

  6. Click Save and then Publish your workflow.

    Step 6 of 6: Click Save and then Publish your workflow What this shows Step 6 of 6: Click Save and then Publish your workflow. What this shows Shows how to confirm for step 6 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". This screenshot accompanies step 6 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you click Save and then Publish your workflow. Step 6 of 6Image 4 of 5 How to confirmClick Save and then Publish your workflow.
    Buttons and menus referenced SavePublishMarketing+ Create Workflow+ Add Trigger+Manual Action To Call
    All 6 steps in this procedure
    1. Navigate to Marketing in the left-hand navigation bar.
    2. Click + Create Workflow to create a new workflow.
    3. Click + Add Trigger and choose a trigger.
    4. After adding the trigger, click the + icon beneath it to add a new action.
    5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”.
    6. Click Save and then Publish your workflow. this image

Viewing Assigned Manual Calls

Once triggered, contacts assigned to a Manual Call action will appear under Manual Actions in the Conversations tab. Here’s how to find and track them.

  1. Go to the left navigation and click Conversations

  2. Click the Manual Actions tab at the top of the page

  3. You'll see a list of manual tasks generated by the workflow.

    Step 3 of 3: You'll see a list of manual tasks generated by the workflow What this shows Step 3 of 3: You'll see a list of manual tasks generated by the workflow. What this shows Shows what this covers for step 3 of 3 in the "Viewing Assigned Manual Calls" section of "How To Add a Manual Call Action to a Workflow". This screenshot accompanies step 3 of 3 in the "Viewing Assigned Manual Calls" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you you'll see a list of manual tasks generated by the workflow. Step 3 of 3Image 5 of 5 What this coversYou'll see a list of manual tasks generated by the workflow.
    Buttons and menus referenced ConversationsManual Actions
    All 3 steps in this procedure
    1. Go to the left navigation and click Conversations
    2. Click the Manual Actions tab at the top of the page
    3. You'll see a list of manual tasks generated by the workflow. this image

Frequently Asked Questions

Q: Can I assign manual calls to specific users?
Yes. Within the Manual Action step, you can assign the call to a specific user or use round-robin assignment.

Q: Where do I check call results or notes?
Call notes and results can be logged directly within the contact record after the call is completed.

Q: How do I start a manual call task once it appears in Manual Actions?
Click the Let’s Start button next to the task in the Manual Actions tab.

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