Calling workflows
Turn replies that ask for a call into calls: push hot leads to the built-in dialer, Aircall or Nooks, build call lists and log outcomes on the lead. 15 recipes, each with the steps in the app and the API request to create it.
Push a lead to Nooks as a call task when they ask for a call
When a reply is labeled Call/Reply, Master Inbox pushes the lead to Nooks as a call task with a due time, priority, rep and note, so your callers...
CallingAdd interested email replies to an Aircall power dialer campaign
When a reply is labeled Interested, Master Inbox adds the lead to an Aircall campaign, so the next free agent calls them in order through Aircall's...
CallingPush a lead to Aircall the moment a phone number is found
When Sales Intelligence pulls a number from an email signature, or enrichment finds one, Master Inbox pushes the lead to Aircall so it is ready to...
CallingQueue a Nooks call task when enrichment finds a mobile number
When an enrichment run or a signature gives a lead a phone number, Master Inbox creates a Nooks call task for the right rep, so new numbers are...
CallingBuild a daily call list from phone numbers found in email signatures
When a phone number is found on a lead, Master Inbox labels it Call and moves it to a Call queue list, so callers start each day with a list of leads...
CallingDrop a voicemail when a reply is tagged Interested
When a reply is labeled Interested and the lead has a phone number, the MI Inbox Dialer drops a prerecorded voicemail through your Twilio number,...
CallingText a warm lead by SMS after a positive email reply
When a reply is labeled Interested and a phone number is on file, Master Inbox sends a short SMS from your Twilio number, and any text back lands in...
CallingText a prospect who missed the meeting to rebook
When a meeting is marked no-show and the lead has a phone, Master Inbox sends a friendly SMS with a rebook link from your Twilio
CallingRoute call me now replies to a rep and Aircall within minutes
When a reply asks for a call, Master Inbox labels it Call now, pings the rep in Slack and pushes the lead to Aircall, so the prospect gets a call...
CallingFlag interested Close leads that go quiet for 24 hours
Conversations sync to Close natively. When an interested lead has not replied in 24 hours, a workflow labels the thread Going cold and sets a...
CallingCall interested leads who go quiet two days after your reply with Aircall
Two days after your team answers an interested lead, if the prospect has not replied, Master Inbox adds them to an Aircall campaign so a caller...
CallingPush leads to Nooks when a rep moves them to the Call queue
When a rep drags a lead into the Call queue list, Master Inbox creates a Nooks call task, so triage in the inbox becomes a dial in
CallingCall no-shows the same day with a Nooks task
When a prospect misses a meeting, Master Inbox creates a Nooks call task due today, so a rep calls to rebook while the slot is still
CallingSend call-ready leads to any dialer by webhook
When a lead is labeled Call, a webhook sends the name, phone, company and thread link to your dialer's API, or to Zapier or n8n, so dialers without a...
CallingLog dialer call outcomes on the lead with an incoming webhook
Point your dialer or Zapier at a Master Inbox incoming webhook. Each call outcome updates the lead, maps the outcome to a custom field and labels the...