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How It Works

When a call ends, the system will send a POST request to the provided server URL with complete call information. This includes the call summary, extracted data, and detailed metadata — ready to be consumed by any third-party app.

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Setup Instructions

Create the Action

  1. Go to Actions → Click Post Call → Select Send Post Call Event
  2. Add your Webhook URL (the server endpoint that will receive the data)
  3. Click Save.

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Webhook Payload Includes:

The following fields are automatically included in the POST request:

  • Start Time
  • End Time
  • Duration
  • Call Status (Completed, Missed, etc.)
  • Call Type (Inbound / Outbound)
  • Agent Name
  • Agent Phone Number
  • Lead Phone Number
  • Goal Status (Achieved / Not Achieved)
  • Call Rating (e.g. 1–5 stars or tags)
  • Call Sentiment (Positive / Neutral / Negative)
  • Ended Reason (e.g. user hang-up, agent transfer)
  • Call Summary (Auto-generated or defined by prompt)
  • Extracted Info (via #Extract_Info action)
  • Full Transcript (Complete conversation log)

Make sure your endpoint is ready to receive JSON payloads and handles retries if needed.

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Sending Data to CRM, Marketing Tools, or Sheets

You can connect the Send Post Call Event action to any platform that supports webhooks or APIs. Popular use cases include:

  • CRM Integration:
    Auto-create or update contacts/leads in platforms like HubSpot, Zoho, Salesforce, or custom CRMs using the call data.
  • Marketing Tools:
    Trigger workflows in tools like ActiveCampaign, Mailchimp, or automation platforms like Zapier, N8N.
  • Google Sheets or Databases:
    Send call logs directly into Google Sheets for reporting, dashboards, or manual follow-up workflows.

To achieve this, you can:

  • Use tools like Zapier/Make.com/N8N as middleware
  • Point the webhook URL to a backend server/script that routes the data to your system
  • Use Google Apps Script to auto-fill Sheets from webhook payloads

Customize the call data structure on your server to match the target platform’s API format.

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Best Practices

  • Use this action to sync call data with CRMs, Google Sheets, marketing tools, or custom dashboards
  • Combine with #Extract_Info for structured lead data
  • Ensure endpoint response is fast and returns a 200 OK status to avoid retries