Your workflows can now run during phone calls, using the same triggers available for chat, email, and other channels.
Automatically tag conversations, apply rules, assign calls to the right team, snooze follow up work, or add internal notes, all without interrupting the caller.
To get started, create a workflow, choose phone channel, and add your background actions.
A new Phone Call Ends trigger lets you automate what happens after inbound and outbound calls.
Build workflows based on how a call ended, such as answered, abandoned, or unanswered, then automatically assign conversations, set priority, add tags, close resolved calls, or route missed calls for follow up.
Add the When a phone call ends trigger in Workflows to get started.
Fin can now book qualified sales meetings directly via HubSpot Meetings, without the lead ever leaving the conversation. HubSpot joins Calendly and Chili Piper as a supported provider.
Fin shows real-time availability, collects required questions, and books the slot on the spot - all setup within minutes.
When your team handles sensitive requests over the phone — account changes, payments, anything that requires trust — you need to know the caller is who they say they are. Until now there was no built-in way to confirm that, so teams fell back on manual security questions.
You can now add a Verify phone with OTP step to any phone workflow. Intercom texts the caller a one-time passcode, they enter it during the call, and the workflow routes them based on the result — verified callers go straight to an agent, everyone else routes to voicemail or a follow-up path.
Callers on a landline who can't receive a text are verified by email instead, on the same call — so no one gets stuck.
Manage SLAs directly from settings — no workflow detour required
SLA definitions can now be edited in place from Settings > Helpdesk > SLA. Adjust target durations, pause rules, or the linked office hours schedule without creating a new SLA, updating workflows, and archiving the old one.
You can also create new SLAs from the same page — no more navigating away to workflows first.
Until now, a conversation was either a priority or it wasn't — a blunt yes/no choice. You can now set conversations to one of five levels: None, Low, Medium, High, or Urgent. That means your team can triage with far more precision and always work the most important conversations first.
Until now, the Customer Portal only showed tickets — customers had no self-serve way to revisit the live conversations they'd had with your team. Now they can.
Previously, outbound call satisfaction surveys could only be turned on or off for your entire workspace. Now you can choose which phone numbers send surveys — giving you more control over each line.
Each phone number has its own survey toggle that works alongside your workspace setting. New numbers automatically follow your workspace default, but you can override that for any individual number — and customise it with its own survey message and spoken language.
You can now trigger a Workflow when an SLA target is breached — or before it happens. Choose the target that matters (First Response Time, Next Response Time, Resolution Time, or Time to Close) and automate the right response either way.
Keep large macro libraries tidy and easy to navigate.
You can now group macros into folders, right from Settings — no more scrolling through one long flat list to find the reply you need.
- Create folders and move your macros into them
- Search and sort the folder overview to find things fast
Set it up in Settings → Inbox → Macros