The Manual Call workflow action creates a manual task for an individual to directly place a call to a contact. You can locate these manual tasks in the Contacts > Manual Actions section. This action is great for when you want a team member to follow up with a contact in your CRM following a certain trigger or event.

Creating Manual Actions In Workflows #

Assign To User #

The first thing you need to do to add manual actions to a user in your CRM is to assign that user to a particular workflow or campaign. You can do that with a workflow or campaign action called “Assign To User”.

Assign User Workflow Step #

Once you add this step to your workflow, any manual actions you add will be assigned to the user you chose in this step.

Adding the Manual Action #

After you finish adding the “Assign To User” step, you will need to add the manual action steps. In this case, you would add the “Manual Action To Call” from the action selectors in your workflow.

Manual Action Workflow Step #

Once added to your workflow, your manual action will appear as a step and you can edit it as and when needed.

Adding Manual Action To Call into your workflows ensures timely communication with your contacts. Assign tasks, customize and add more actions that suit the purpose of the workflow, and save your workflow to keep everything running smoothly while staying adaptable to your team’s needs.

Frequently Asked Questions #

What is the Manual Action To Call? #

It is a workflow action that creates a manual task prompting a team member to call a contact directly, rather than placing the call automatically.

Where do the manual call tasks appear? #

They appear in the Contacts > Manual Actions section, where the assigned user can review and complete them.

Do I need to assign a user first? #

Yes. You must add the Assign To User action to the workflow so the manual call task is routed to the correct team member.

When should I use a manual call instead of an automated one? #

Use it when you want a personal follow-up by a team member after a specific trigger or event in your CRM.

Can I edit the manual call step after adding it? #

Yes. Once added to the workflow, the manual action appears as a step you can edit whenever needed.

Can I combine this with other workflow actions? #

Yes. You can add additional actions around the manual call step to suit the purpose of the workflow, then save the workflow.