Hubspot Workflow: Automatically Send an Email after Logging a Call Outcome or Type

As your reps click-to-call down HubSpot contact lists, drop voicemails and send pre-templated personalized texts, Kixie will auto-prompt your reps to easily and efficiently log HubSpot Call Outcomes and/or Call Types through their Kixie PowerCall after a call is over, without having to enter/refresh the HubSpot contact page and do so manually. 

This article will introduce the idea of setting up a workflow in HubSpot that will automatically send the HubSpot contact a specific email when a rep logs a specific call type. 

Once it's all setup, you'll have created a simple and scalable workflow that sends an email based off the logging of a Call Type. 

The Mechanics

Create the workflow below.

Once the workflow above is created, reps can easily log the Call Type of "Left Voicemail - Send Email for Demo" once prompted after their call, and the workflow will automatically send the email of "Left VM Sends this Email" email to that HubSpot contact.

Setting up the Workflow

Create a New Contact-Based Hubspot Workflow.

Choose the Start from Scratch option --> Contact-based

Set Enrollment Trigger to Activity

Trigger the Workflow Automatically

Choose Trigger Criteria

Call and Meeting Type is any of (Choose desired Call Type)

Choose Action

Select "Send Email", then create and/or choose the email you want to send!

Questions? Please email support@kixie.com or access our chat window inside of the Kixie.com dashboard.