Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Using this workflow action, you can post your external calls, that take place from third-party calling tools, to the CRM. This ensures that all your communication details are centralized within the CRM for better tracking and management. You can also pass the call recordings using this action and this will be visible on the Conversations section of contact.
Action Name
Log External Call
Action Description
This action is essential for maintaining accurate records of communication, tracking interactions, and ensuring that all team members are informed about the status of customer relationships. By using this action, businesses can enhance their customer relationship management (CRM) efforts and improve overall communication strategies.
How to Configure
You can effectively use this action with the Inbound Webhook Trigger. This trigger provides you with a webhook URL that you can call to share the call details, whenever a call takes place in your calling system.
Configuring the Inbound Webhook Trigger: Help Document
Once the trigger is configured, add the If/Else brach with direction field to separate inbound and outbound flows.
How to Configure (image 1 of 6)What this shows Once the trigger is configured, add the If/Else brach with direction field to separate inbound and outbound flows.What this showsIllustrates the "How to Configure" section of "Workflow Actions - Log External Call".This screenshot appears in the "How to Configure" section of "Workflow Actions - Log External Call". The text alongside this image reads: Once the trigger is configured, add the If/Else brach with direction field to separate inbound and outbound flows. Immediately after, the guide continues: Note: direction field can be accessed from Inbound Webhook Trigger option.Image 1 of 6What this coversOnce the trigger is configured, add the If/Else brach with direction field to separate inbound and outbound flows.Next stepNote: direction field can be accessed from Inbound Webhook Trigger option
Note: direction field can be accessed from Inbound Webhook Trigger option
How to Configure (image 2 of 6)What this shows Note: direction field can be accessed from Inbound Webhook Trigger optionWhat this showsIllustrates the "How to Configure" section of "Workflow Actions - Log External Call".This screenshot appears in the "How to Configure" section of "Workflow Actions - Log External Call". The text alongside this image reads: Note: direction field can be accessed from Inbound Webhook Trigger option. Immediately after, the guide continues: After creating two branches for Inbound calls and Outbound calls, Add "Create Contact Action. This will identify the contact on which the call should be posted using the phone numbers that you pass in the webhook.Image 2 of 6What this coversNote: direction field can be accessed from Inbound Webhook Trigger optionNext stepAfter creating two branches for Inbound calls and Outbound calls, Add "Create Contact Action. This will identify the contact on which the call should be posted using the phone numbers that you pass in the webhook.
After creating two branches for Inbound calls and Outbound calls, Add "Create Contact Action. This will identify the contact on which the call should be posted using the phone numbers that you pass in the webhook.
In Create Contact Action, map the Phone field to "From Number" in Inbound call flow and "To Number" in the Outbound call flow. This will create/identify the contact associated with the given phone number.
How to Configure (image 3 of 6)What this shows In Create Contact Action, map the Phone field to "From Number" in Inbound call flow and "To Number" in the Outbound call flow.What this showsIllustrates the "How to Configure" section of "Workflow Actions - Log External Call".This screenshot appears in the "How to Configure" section of "Workflow Actions - Log External Call". The text alongside this image reads: In Create Contact Action, map the Phone field to "From Number" in Inbound call flow and "To Number" in the Outbound call flow. This will create/identify the contact associated with the given phone number. Immediately after, the guide continues: Post this, Add the Log External Call action.Image 3 of 6What this coversIn Create Contact Action, map the Phone field to "From Number" in Inbound call flow and "To Number" in the Outbound call flow. This will create/identify the contact associated with the given phone number.Next stepPost this, Add the Log External Call action.
Post this, Add the Log External Call action.
How to Configure (image 4 of 6)What this shows Post this, Add the Log External Call action.What this showsIllustrates the "How to Configure" section of "Workflow Actions - Log External Call".This screenshot appears in the "How to Configure" section of "Workflow Actions - Log External Call". The text alongside this image reads: Post this, Add the Log External Call action. Immediately after, the guide continues: For each field, Direction, Date, To, From, Call Status and Attachment, update the related values by clicking on custom values icon > Inbound Webhook Trigger.Image 4 of 6What this coversPost this, Add the Log External Call action.Next stepFor each field, Direction, Date, To, From, Call Status and Attachment, update the related values by clicking on custom values icon > Inbound Webhook Trigger.
For each field, Direction, Date, To, From, Call Status and Attachment, update the related values by clicking on custom values icon > Inbound Webhook Trigger.
How to Configure (image 5 of 6)What this shows For each field, Direction, Date, To, From, Call Status and Attachment, update the related values by clicking on custom values icon >…What this showsIllustrates the "How to Configure" section of "Workflow Actions - Log External Call".This screenshot appears in the "How to Configure" section of "Workflow Actions - Log External Call". The text alongside this image reads: For each field, Direction, Date, To, From, Call Status and Attachment, update the related values by clicking on custom values icon > Inbound Webhook Trigger. Immediately after, the guide continues: Once the workflow is published, external calls will be logged in the CRM and visible in Conversation section of the contact.Image 5 of 6What this coversFor each field, Direction, Date, To, From, Call Status and Attachment, update the related values by clicking on custom values icon > Inbound Webhook Trigger.Next stepOnce the workflow is published, external calls will be logged in the CRM and visible in Conversation section of the contact.
Once the workflow is published, external calls will be logged in the CRM and visible in Conversation section of the contact.
How to Configure (image 6 of 6)What this shows Once the workflow is published, external calls will be logged in the CRM and visible in Conversation section of the contact.What this showsIllustrates the "How to Configure" section of "Workflow Actions - Log External Call".This screenshot appears in the "How to Configure" section of "Workflow Actions - Log External Call". The text alongside this image reads: Once the workflow is published, external calls will be logged in the CRM and visible in Conversation section of the contact.Image 6 of 6What this coversOnce the workflow is published, external calls will be logged in the CRM and visible in Conversation section of the contact.
