Workflows Recipes / Sync from call outcomes

Reps log calls every day. The conversation happens, the disposition gets set, and then the CRM stays out of date because no one wants to click through three more fields to update the lead status and rejection reason. Multiply that by hundreds of calls a week and your pipeline data starts lying to you.

This recipe catches every call the moment it's logged, reads the disposition, and updates the right CRM fields automatically. The rep stays focused on calling. The CRM stays honest.

• Trigger: Call logged
• Action: Updates one or more CRM fields based on the call disposition

This recipe is already available in Amplemarket. Open Workflows, click New workflow, and choose Sync CRM fields from call dispositions. The canvas loads with the trigger and actions ready to configure.

1. Click the Call logged trigger. Set the Call disposition filter to the specific outcome you want this workflow to handle (for example, Connected and Not interested).
2. Click into the first Update CRM field action. Pick the field you want to update and set the value that matches this disposition (for example, Lead Status set to Rejected).
3. Click into the second Update CRM field action if you want to update an additional field on the same call (for example, a Reason for Not Accepting field set to the specific rejection reason).
4. Hit Launch.

Most teams build a separate version of this workflow for each call disposition that matters to their reporting (Connected, Voicemail, Not interested, Bad person fit, and so on). Start with the dispositions that affect your pipeline most.