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💰 Sales3.1GHL

Sales Calls

Manages the full sales-call lifecycle across five branches — confirmations, reminders, no-show follow-ups, and outcome-based nurture.

4 triggers 68 steps 5 branches Advanced
What it does

This is the most comprehensive automation in the sales section — a wide, multi-column workflow that manages the entire sales call lifecycle from booking through to post-call outcome. Across five parallel branches, it handles booking confirmations, pre-call reminder sequences, no-show follow-ups, post-call nurture based on call outcome, and pipeline stage progression. Each branch runs its own email and SMS sequence with conditional logic determining the next step based on how the prospect responded, whether they showed up, and what happened on the call.

The value

Sales calls are the highest-value moment in the entire funnel — this automation ensures nothing is left to chance or memory around them. Every booked call gets confirmed and reminded. Every no-show gets followed up. Every completed call triggers the right next action based on outcome — whether that's a proposal, a follow-up sequence, or a pipeline update. The team never has to manually track who needs chasing, who needs a proposal, or who went cold after a call. The system does all of it.

Where it fits

This is the operational backbone of the entire sales function. Without it, sales call management relies on manual effort, memory, and inconsistent follow-up. With it, the sales process runs like a machine — every prospect gets the right message at the right time regardless of what stage they're at. For clients with an active sales team or booking calendar, this single automation replaces the equivalent of a full-time sales coordinator role.

Overall purpose

Manage the complete sales call lifecycle by handling booked appointments, cancellations, no-shows, attended calls, CRM updates, internal notifications, reminder sequences, and post-call follow-up campaigns.

The build — trigger → steps → branches

Triggersentry point

Sales Call Scheduled

Appointment Confirmed

Sales Call Showed

Appointment Attended

Sales Call Cancelled

Appointment Cancelled

Sales Call No-Show

Appointment Marked as No-Show

If / Elsesplits into 5

Appointment Status

Scheduled22 steps

  1. Create Opportunity

    Action

    Create Opportunity · Sales Call Scheduled Stage

  2. Add Contact Tag

    Action

    Add Contact Tag · sales call | scheduled

  3. Remove Contact Tags

    Action

    Remove Contact Tag · sales call | cancelled, sales call | no show

  4. Assign Sales Representative

    Action

    Assign User

  5. Internal Notification

    Notify

    Internal Notification · Title: {{contact.name}} Just Booked A Sales Call!

  6. Slack Notification

    Notify

    Slack Notification

    Notify the sales team of the new booking.; Slack integration is currently a placeholder.

  7. Increase Contact Engagement Score

    Action

    Modify Contact Engagement · +5 Points

  8. Remove From Workflow

    Action

    Remove From Workflow · New Leads Workflow

  9. Remove Previous Lead Opportunity

    Action

    Remove Opportunity

  10. Facebook Conversion API Event

    Action

    Facebook Conversion API · Event: Lead

    Record the booked sales call for Meta advertising.; Requires Facebook Pixel and Conversion API configuration.

  11. Confirmation Email #1

    Email

    Subject: {{contact.first_name}}! Your Call is Confirmed!

  12. Confirmation SMS #1

    SMS

    Send SMS

  13. Wait — 24 Hours Before Appointment

    Wait

    Appointment-Based Wait · 24 Hours Before Appointment

  14. Reminder Email #2

    Email

    Subject: {{contact.first_name}}! Your Call Reminder for Tomorrow!

  15. Reminder SMS #2

    SMS

    Send SMS

  16. Wait — 1 Hour Before Appointment

    Wait

    Appointment-Based Wait · 1 Hour Before Appointment

  17. Reminder Email #3

    Email

    Subject: {{contact.first_name}}! Your Appointment Starts in 1 Hour!

  18. Reminder SMS #3

    SMS

    Send SMS

  19. Wait — 10 Minutes Before Appointment

    Wait

    Appointment-Based Wait · 10 Minutes Before Appointment

  20. Reminder Email #4

    Email

    Subject: {{contact.first_name}}! Your Call is Almost Here!

  21. Reminder SMS #4

    SMS

    Send SMS

  22. Wait — 1 Hour

    Wait

    Time-Based Wait · 1 Hour

Showed (No Payment)16 steps

  1. Move Opportunity

    Action

    Move Opportunity · Call Showed - No Payment Stage

  2. Add Contact Tag

    Action

    Add Contact Tag · sales call | showed no payment

  3. Remove Contact Tag

    Action

    Remove Contact Tag · sales call | scheduled

  4. Internal Call Recap Reminder

    Notify

    Internal Notification

    Prompt the sales representative to complete call notes.

  5. Slack Notification

    Notify

    Slack Notification

    Notify the team of the completed sales call.; Slack integration is currently a placeholder.

  6. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  7. Follow-Up Email #1

    Email

    Subject: {{contact.first_name}}, Let's Continue the Conversation About Your Goal

  8. Follow-Up SMS #1

    SMS

    Send SMS

  9. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  10. Follow-Up Email #2

    Email

    Subject: Ready to Take the Next Step, {{contact.first_name}}?

  11. Follow-Up SMS #2

    SMS

    Send SMS

  12. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  13. Follow-Up Email #3

    Email

    Subject: Reflecting on Your Goals, {{contact.first_name}}?

  14. Follow-Up SMS #3

    SMS

    Send SMS

  15. Wait — 7 Days

    Wait

    Time-Based Wait · 7 Days

  16. Move Opportunity

    Action

    Move Opportunity · Reactivate Later Stage

Cancelled15 steps

  1. Move Opportunity

    Action

    Move Opportunity · Sales Call Cancelled Stage

  2. Add Contact Tag

    Action

    Add Contact Tag · sales call | cancelled

  3. Remove Contact Tag

    Action

    Remove Contact Tag · sales call | scheduled

  4. Internal Notification

    Notify

    Internal Notification · Title: {{contact.name}} Just Cancelled Their Sales Call!

  5. Slack Notification

    Notify

    Slack Notification

    Notify the sales team.; Slack integration is currently a placeholder.

  6. Reschedule Email #1

    Email

    Subject: Missed Your Appointment? Let's Reschedule

  7. Reschedule SMS #1

    SMS

    Send SMS

  8. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  9. Reschedule Email #2

    Email

    Subject: Still Thinking About Your Goal? Let's Pick a New Time

  10. Reschedule SMS #2

    SMS

    Send SMS

  11. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  12. Reschedule Email #3

    Email

    Subject: Let's Get You Back on Track

  13. Reschedule SMS #3

    SMS

    Send SMS

  14. Wait — 7 Days

    Wait

    Time-Based Wait · 7 Days

  15. Move Opportunity

    Action

    Move Opportunity · Reactivate Later Stage

No-Show15 steps

  1. Move Opportunity

    Action

    Move Opportunity · Sales Call No-Show Stage

  2. Add Contact Tag

    Action

    Add Contact Tag · sales call | no show

  3. Remove Contact Tag

    Action

    Remove Contact Tag · sales call | scheduled

  4. Internal Notification

    Notify

    Internal Notification · Title: {{contact.name}} Did Not Attend Their Sales Call!

  5. Slack Notification

    Notify

    Slack Notification

    Notify the sales team.; Slack integration is currently a placeholder.

  6. No-Show Email #1

    Email

    Subject: We Missed You! Let's Reschedule Your Call

  7. No-Show SMS #1

    SMS

    Send SMS

  8. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  9. No-Show Email #2

    Email

    Subject: Still Thinking About Your Goal? Let's Pick a New Time

  10. No-Show SMS #2

    SMS

    Send SMS

  11. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  12. No-Show Email #3

    Email

    Subject: Let's Get You Back on the Path

  13. No-Show SMS #3

    SMS

    Send SMS

  14. Wait — 7 Days

    Wait

    Time-Based Wait · 7 Days

  15. Move Opportunity

    Action

    Move Opportunity · Reactivate Later Stage

None0 steps

No actions configured.

No actions

salesappointmentsremindersno-showfollow-uppipeline