Call Connect Trigger¶

Overview¶

The Call Connect Trigger automatically starts workflows when phone calls are connected through your call tracking system. This enables real-time call-based automation like logging calls to your CRM, sending notifications, triggering follow-ups, and analyzing call data.

When to use this trigger:

• Log incoming calls to CRM automatically
• Notify team members when VIP customers call
• Send follow-up SMS or email after calls
• Track call analytics and metrics
• Route calls based on caller information
• Create support tickets from calls

Quick Start¶

1. Connect your call tracking system to BaseCloud
2. Create a new workflow
3. Add a Call Connect Trigger as the first task
4. Configure call matching rules (optional)
5. Save and enable the workflow
6. When calls connect, the workflow runs automatically

[SCREENSHOT NEEDED: Call Connect Trigger task panel showing configuration options]

Connecting Call Systems¶

Supported Call Systems¶

• CloudTalk
• Aircall
• Twilio
• Custom SIP/VoIP via Webhook

CloudTalk Integration¶

1. Log in to your CloudTalk account
2. Go to Settings → Integrations → Webhooks
3. Create a new webhook for "Call Connected" event
4. Copy your BaseCloud webhook URL from the Call Connect Trigger
5. Paste into CloudTalk webhook URL field
6. Save and test

Aircall Integration¶

1. Log in to Aircall dashboard
2. Go to Company Settings → API & Integrations
3. Create new webhook for "call.answered" event
4. Enter your BaseCloud webhook URL
5. Save and verify connection

Twilio Integration¶

1. Access Twilio console
2. Go to Phone Numbers → Active Numbers
3. Select your number
4. Under "Voice & Fax", configure webhook:
5. When a call comes in: Webhook URL (from BaseCloud)
6. HTTP POST method
7. Save configuration

Custom Integration¶

For other systems, use webhooks to POST call data to BaseCloud:

Required Data:

{
  "caller_number": "+27123456789",
  "called_number": "+27111111111",
  "call_status": "connected",
  "call_id": "unique-call-id",
  "timestamp": "2024-02-08T14:30:00Z"
}

Call Matching Rules¶

Filter which calls trigger your workflow.

Match by Caller Number¶

Only trigger for specific incoming numbers:

caller_number: +27123456789

Or use wildcards:

caller_number: +27*

Match by Called Number (Your Number)¶

Trigger only for calls to specific business numbers:

called_number: +27111111111

Useful when you have multiple tracking numbers for different campaigns.

Match by Call Duration¶

Only trigger for calls longer than X seconds:

duration >= 30

This filters out quick hang-ups and spam calls.

Match by Time of Day¶

Trigger only during business hours:

time >= 09:00 AND time <= 17:00

Combine Multiple Rules¶

called_number: +27111111111
duration >= 30
time >= 09:00 AND time <= 17:00

Output Fields¶

The Call Connect Trigger outputs comprehensive call data:

Call Information¶

Additional Data¶

Contact Match (if found)¶

If the caller number matches a contact in your CRM:

Real-World Examples¶

Example 1: Log Call to CRM¶

Trigger: Any call connected

Workflow: 1. Call Connect Trigger - Any call 2. Match to Client - Find existing contact by phone 3. Edit Client - Log call activity with timestamp and duration 4. MySQL Query - Create call log record

Example 2: VIP Customer Alert¶

Trigger: Call from numbers tagged "VIP" in CRM

Workflow: 1. Call Connect Trigger - Any call 2. Match to Client - Find contact by phone 3. If Task - Check if contact has "VIP" tag - Is VIP: - Email - Alert account manager immediately - Webhook Out - Send Slack notification 4. Edit Client - Log interaction

Example 3: Post-Call Follow-Up¶

Trigger: Call lasting more than 60 seconds

Workflow: 1. Call Connect Trigger - Calls longer than 60s 2. Match to Client - Find contact 3. Delay - Wait 5 minutes 4. Email - Send "Thanks for calling" email with resources

Example 4: Call Tracking Attribution¶

Trigger: Call to specific tracking number

Workflow: 1. Call Connect Trigger - Specific tracking number 2. Match to Client - Find existing contact 3. Edit Client - Add campaign tag (e.g., "Google Ads Feb 2024") 4. Google Sheets - Log to call tracking spreadsheet 5. If Task - Check duration > 120 seconds - Qualified call: Add "Qualified Lead" tag

Example 5: Support Ticket Creation¶

Trigger: Call to support line

Workflow: 1. Call Connect Trigger - Support number called 2. Match to Client - Find contact 3. MySQL Query - Create support ticket 4. Email - Send ticket confirmation to customer 5. Webhook Out - Notify support team via Slack

Call Recording Processing¶

If your system provides call recordings:

Transcribe Calls with AI¶

1. Call Connect Trigger
2. Webhook Out - Download recording from recording_url
3. Speech to Text - Transcribe recording
4. AI Prompt - Summarize call and extract key points
5. Edit Client - Add summary to contact notes

Sentiment Analysis¶

1. Call Connect Trigger
2. Speech to Text - Transcribe
3. AI Prompt - Analyze sentiment
4. If Task - Check if negative sentiment
5. Negative: Alert manager for follow-up
6. Positive: Send thank you email

[SCREENSHOT NEEDED: Workflow showing call transcription and AI analysis]

Contact Matching Logic¶

The system automatically tries to match incoming calls to existing contacts:

1. Exact phone match: Matches caller_number to contact phone fields
2. Normalized match: Handles different formats (+27123456789 vs 0123456789)
3. Multiple phone fields: Checks mobile, work, home phone fields

If no match found: - Use Match to Client task to find existing contact - Or log as unknown caller

Best Practices¶

✅ Do's¶

• Match calls to contacts: Always use Match to Client task to link calls to CRM
• Filter short calls: Set minimum duration to avoid spam
• Log all calls: Keep comprehensive call history
• Use call tracking numbers: Track marketing campaign effectiveness
• Add source attribution: Tag contacts with call source
• Enable recordings (with consent): Process and analyze call content
• Test with real calls: Make test calls before going live

❌ Don'ts¶

• Don't ignore privacy laws: Ensure call recording complies with local regulations
• Don't skip caller identification: Always try to match to existing contacts
• Don't log irrelevant calls: Filter spam and wrong numbers
• Don't forget timezone: Log calls with correct timezone
• Don't skip follow-up: Always close the loop after important calls

Troubleshooting¶

Calls Not Triggering Workflow¶

Possible Causes: - Webhook not configured in call system - Workflow is disabled - Call matching rules too restrictive - Webhook URL incorrect

Solutions: 1. Verify webhook URL in your call system settings 2. Check workflow toggle is ON 3. Test with broader matching rules temporarily 4. Check call system webhook logs for errors

Duplicate Workflow Runs for Same Call¶

Possible Causes: - Call system sending multiple webhooks per call - Retry logic triggering duplicates

Solutions: 1. Add deduplication logic using call_id:

// Check if this call_id was already processed
const callId = results['task_50123_call_id'];
// Store in database or variable and check before processing

Contact Not Being Matched¶

Possible Causes: - Phone format mismatch - Contact phone not in CRM - Multiple phone formats (international vs local)

Solutions: 1. Use Phone Formatter task to normalize numbers 2. Store phone numbers in consistent format (E.164 recommended: +27123456789) 3. Check Match to Client task is configured correctly

Recording URL Not Working¶

Possible Causes: - Recording not yet ready (processing takes time) - URL expired - Recording disabled

Solutions: 1. Add delay (30-60 seconds) before accessing recording 2. Process recordings immediately or within 24 hours 3. Verify recording is enabled in your call system

Advanced Features¶

Call Queue Analysis¶

Track call volume and response times:

1. Call Connect Trigger
2. MySQL Query - Log call start time
3. [After call ends, use Call Ended webhook]
4. MySQL Query - Calculate wait time and call duration
5. Google Sheets - Log metrics for analysis

Multi-Number Campaign Tracking¶

Different tracking numbers for different campaigns:

Workflow 1: Google Ads calls (number ending 001) Workflow 2: Facebook Ads calls (number ending 002) Workflow 3: Organic calls (main number)

Each workflow tags contacts with appropriate campaign source.

Intelligent Call Routing¶

Route follow-up actions based on caller:

1. Call Connect Trigger
2. Match to Client
3. If Task - Check account manager field
4. Has manager: Notify specific manager
5. No manager: Round-robin assignment

Call Outcome Prediction¶

Use AI to predict call outcome:

1. Call Connect Trigger
2. Match to Client
3. Code Task - Get contact's call history and purchase history
4. AI Prompt - Predict likelihood of conversion
5. If high likelihood: Alert sales manager to prioritize follow-up

Frequently Asked Questions¶

Do I need special hardware to use Call Connect Trigger?¶

No, you just need a compatible cloud-based phone system (CloudTalk, Aircall, Twilio, etc.).

Can I trigger on outbound calls too?¶

Depending on your phone system, yes. Configure webhooks for outbound call events in your system.

What if the caller's number is private/blocked?¶

The workflow will trigger with "Unknown" or empty caller_number. Add an If task to handle these cases.

Can I trigger on missed calls?¶

This trigger is for connected calls. For missed calls, you'd need a separate webhook configuration in your phone system and a different workflow (using Webhook In trigger).

How quickly does the workflow trigger after call connects?¶

Usually within 1-2 seconds of connection, depending on your phone system's webhook speed.

Can I use this with a traditional landline?¶

Not directly. You need a VoIP/cloud phone system that supports webhooks. Consider migrating to a cloud system like Twilio.

What's the difference between Call Connect and Call Tracking triggers?¶

• Call Connect: Triggers when call is answered/connected
• Call Tracking: More comprehensive call lifecycle tracking (ringing, connected, ended, etc.)

Use Call Tracking if you need more detailed call state information.

Can I prevent workflow from running during calls to specific agents?¶

Yes, add conditions based on called_number (if agents have different numbers) or use additional metadata from your phone system.

How do I handle international number formats?¶

Use Phone Formatter task to normalize all numbers to E.164 format (+country code + number).

Next Steps: - Call Tracking Trigger - Advanced call lifecycle tracking - Match to Client Task - Find/update contact records - Phone Formatter Task - Normalize phone numbers