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.
- Create the workflow below.
- Setting up this Workflow
- Choose the Start from Scratch option --> Contact-based
- Set Enrollment Trigger to Activity
- Trigger the Workflow Automatically
- 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!
- Call and Meeting Type
Questions? Please email support@kixie.com or access our chat window inside of the Kixie.com dashboard.
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- Kixie's HubSpot Integration: Configuration and Behavior
- HubSpot Workflows: Using a Recent Incoming Call to Trigger or Stop a HubSpot Workflow
- HubSpot Workflows: Using a Recent Incoming SMS to Trigger or Stop a HubSpot Workflow
- Syncing Customized Hubspot Call Outcomes with Kixie
- HubSpot Custom Phone Field Setup
- Kixie and HubSpot Conversation Intelligence / Call Transcription
- Syncing Calls to Companies in HubSpot
- Hubspot Workflows: How to Create a Ticket in Hubspot Directly from Kixie Powercall
- How Can I Migrate My Existing Phone Number Data to New Custom Fields Containing Phone?
- Syncing Your HubSpot Call Outcomes and Call Types with Kixie