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.
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    • 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.
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• Setting up this Workflow
  • Create a New Contact-Based Hubspot Workflow.
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• Choose the Start from Scratch option --> Contact-based
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• Set Enrollment Trigger to Activity
  • Trigger the Workflow Automatically
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• Choose Trigger Criteria
  • Call and Meeting Type
    • is any of (Choose desired Call Type)
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  • 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.