Outbound Automation

Outbound Call Automation is similar to building an ActiveCampaign-style workflow — but for voice calls. It allows you to trigger AI-powered calls based on real-time events, such as new contact creation, lead updates, or other webhook-based triggers from CRMs or apps. This lets you automate follow-ups and outreach instantly without scheduling a campaign manually.​

How It Works

1. Create New Automation

• Go to Campaigns > New Campaign

• Give your Campaign name for easy identification (e.g., “New Facebook Contact Qualification”).

• Choose Outbound AI Agent Number

• Select Campaign type as “Automation”.

2. Choose a Trigger

• Select which event will start the call automation:

• When a Contact is Created

• When a Contact is Updated

• When a Contact is Created or Updated

• When a Webhook is triggered, it allows your AI agent to call new contacts in a third party (eg, Google Forms, Tally Forms).

3. Webhook URL Setup

• Use the following auto-generated webhook URL to trigger this automation from your third-party software or forms.

• Replace the macros with the corresponding fields from your CRM system.

• Go to your form or software and paste this URL. 

• If it is not directly supported, you can use make.com to achieve this.

• This helps target only new contacts, irrespective of the list and tags.

4. Set Call Schedule

• Define business hours to avoid calling outside working hours

• (e.g., 10 AM – 6 PM)

5. Configure Redial Logic

• If a call fails or goes unanswered:

• Retry after 15 minutes (1st attempt)

• Retry after 4 hours (2nd attempt)

• Retry next day (3rd attempt)

6. Post-Call Actions

• AI validates the conversation

• Uses #Extract_Info to capture lead data (name, email, intent, etc.)

• Uses #Book_Calendar to schedule appointments

• Sends call data to CRM or Google Sheets via #Post_Call_Event webhook

• View full call logs and transcripts in Call History​

Use Case Examples

Instant Lead Follow-Up

• Trigger a call when a lead fills out a form or subscribes via a landing page.

CRM Lead Re-Engagement

• Call warm or reactivated leads as soon as their status changes.

Tag-Based Triggering

• Auto-call when a lead gets tagged as “Hot,” “Schedule Call,” or “Demo Booked.”

Appointment Reminder Calls

• Trigger calls one hour before a scheduled appointment to reduce no-shows.

Missed Payment or Renewal Alert

• Automatically notify users when their subscription is about to expire​

Integrations

Use this with:

• CRMs like Cratio, HubSpot, and Zoho.

• Forms & Lead Sources like Facebook Ads, Google Ads, Typeform

• Automation Tools like Zapier, Make.com, N8N

• Spreadsheets like Google Sheets or Excel

Important