As weโ€™ve shown you in the previous articles, creating auto-action chains is not a big deal. If it still is ๐Ÿค” โ€” this post might help you ๐Ÿ‘‰ How do I schedule one action to run after another?

To schedule a phone call automatically you need to go through the same steps as if you're creating email chain in our app. Let's run through all those steps again:

  • Go to the Auto actions tab.ย 
  • Click โ€˜Create auto actionโ€™
  • Choose Phone or Skype call action type
  • Set the checkbox "Schedule phone call after..." in the auto action setup window
  • Choose the already created auto action, that you want to trigger the phone call to-do task to be created
  • Name it in your preferred way, add comments or ย even a call script โ€” btw, you can use the same merge fields as you did for your emails (find out more in How do I make my emails personal at scale? )
  • Save it for later or Activate it to make it work immediately.ย 


Thatโ€™s it! ๐Ÿ‘๐Ÿ‘ you have just created your first Follow-up Call to-do action!
Don't forget to contact our team with any questions via chat if you meet some cliffs on your way of creating your best-automated prospecting process ever. We're here to help ๐Ÿ™Œ

Did this answer your question?