CRM Triggered Calls: Start an Outbound Call Based on a CRM Event
Trigger an outbound call automatically when a CRM contact reaches a specific status, tag, or field value. New form submission triggers a call within seconds. Stage change triggers a follow-up the next business day.
How It Works
Set up a trigger in the Automations tab — event type, contact filter, and call sequence to enroll. When a matching CRM event fires, Frontdesk enrolls the contact and initiates the first call.
- Trigger on new contact created
- Trigger on tag applied
- Trigger on custom field value set
- Trigger on lead score threshold
- Configurable delay before first call
- Sequence enrollment on trigger
Who Uses This
Instant lead follow-up
Call every new form submission within 60 seconds automatically.
Pipeline stage triggers
Start a follow-up call sequence when a deal moves to a specific pipeline stage.
Win-back on churn tag
Trigger a reengagement call sequence when a contact is tagged as churned.
Frequently Asked Questions
How quickly does the first call fire after a trigger?
Within seconds for immediate triggers. You can also set a delay — for example, 10 minutes after form submission.
Can I trigger calls from third-party CRM events?
Yes. Use the API or Zapier to send trigger events from HubSpot, Salesforce, or any external CRM.