How to automate call workflows in NetHunt CRM: Real use cases
Never drop the ball on sales calls again with NetHunt CRM.
Calls come from anywhere, at any time. The challenge? To track all those leads and prospects without losing momentum or context.
Luckily, that’s where a NetHunt CRM comes in. Need to log those missed calls or set a few automated tasks after successful ones? NetHut can do all those things and more.
Let’s take a quick look at NetHunt CRM’s call automations and how they help you track calls and secure every opportunity.
NetHunt CRM’s call automation advantages
Here are all advantages you get when opting for a call automation CRM like NetHunt.
Log and manage all calls in one place
NetHunt CRM stores your entire call history, including answered, missed, incoming, and outgoing calls, in one place so you never lose track of any lead or customer interaction.
Record vital call details
The system automatically captures key call details like time, duration, caller ID, and more. You can access them directly in the Contact or Deal record for a complete interaction history.
Automate your call processing
Use automation to create contacts, deals, tasks, or update records based on specific call types and statuses. For even more efficient call management, you can set up other automations such as deal stage updates, adding notes, or sending post-call emails.
Discover which campaigns actually make the phone ring
Effortlessly track UTM tags from calls to identify which marketing campaigns bring in your leads.
Handle missed calls efficiently
You can automatically capture missed calls in a dedicated folder. The system checks if the contact already exists and smartly assigns follow-up tasks to the right manager.
Call automation workflows: Use cases
Here is how sales teams that use NetHunt leverage call automations to never let a deal go cold.
Case #1: Ensure sales consistency with smart communication control
Let’s start with how NetHunt organizes your outbound/inbound answered calls and later move on to what happens to the unanswered ones.
NetHunt handles calls from the first ring
The moment a call comes in, NetHunt checks if the number exists in your CRM.
- If it’s new, a contact and deal record is created instantly;
- If it’s already in your database, the system notifies the assigned rep or creates a callback task.
?️ As you see, in both cases, NetHunt automates follow-ups.
Full context for your sales reps, every time
NetHunt stores your entire communication history (calls, emails, WhatsApp chats, etc. ) into a single, scrollable Timeline in your customer record.
? That means before a rep even says “hello” during a meeting with a client, they’ve got the full story: what was said, what was promised, and what comes next.
Call ends. Workflow begins.
Once the call ends, NetHunt doesn’t sit still:
- ? Deal stages can update automatically based on call outcomes with no need for manual dragging;
- ? The system creates new tasks for managers, such as sending a proposal or scheduling a demo.
That’s great ? But can NetHunt turn unanswered calls into sales opportunities too? Definitely! Here is how ?
Case#2: Leads don’t pick up? No problem
Perhaps, you’re superfocused on inbound calls. But how do you handle those outbound calls that so often go unanswered?
You’re lucky because NetHunt CRM treats both inbound and outbound leads equally ?.
So, here is what happens when a manager has called multiple times and the momentum hits the wall. NetHunt CRM system will:
- Track your unanswered calls. You can set up fields like ‘Attempt #1,’ ‘Attempt #2,’ and so on.
- Move the deal to the appropriate stage based on conditions. For example, you can set up the system to move the deal from the ‘Qualifying’ to the ‘Follow-up required’ stage if the customer hasn’t answered 3 calls.
- Create follow-up tasks. For instance, a sales rep should follow up with the lead via other communication channels like email or messenger.
- Automate the next steps when the lead answers. If your client finally picks up the phone, the system will instantly update the stage. Further, a pre-defined workflow kicks in, whether it’s sending a confirmation email, assigning a task, or logging a note. As you see, everything is hands-free and built to never let your deals get stuck in the funnel.
Case #3: Never miss a lead, even if you miss a call
Can you miss a lead when you miss a call? Not if you're using NetHunt ?. Specifically, it's Missed call automation.
As we’ve already told you, when a call comes in, the system first checks your CRM database for the number.
✅ If found, NetHunt CRM assigns a callback task to the lead’s or customer’s relevant manager; otherwise, it creates a new contact and deal record.
This way, every call gets a follow-up and you don’t have to wonder who called, who missed it, and who is responsible for the callback now.
How does NetHunt call automation work?
NetHunt springs into action every time a lead calls or your sales team makes an outbound call. Thanks to the “New VoIP Call” trigger, you can build powerful, automated workflows for each call type using your existing telephony provider or any other service integrated with NetHunt CRM.
Is it easy to set up call automation in NetHunt CRM?
Yep, easy as ABC. Just select the “New VoIP call” trigger, define the call type and status, and build your automation flow for incoming, outgoing, or missed calls. Here is a short and easy-to-follow guide in our Help Center that you can use to set everything up.
Final thoughts
Whether a lead picks up or not, NetHunt CRM tracks every interaction and the most vital details about it in one secure place.
For even more efficient call management, NetHunt lets you set up post-call activities like sending a post-call email, automatically updating a deal stage, or creating any other necessary task that a system would assign to the responsible manager.
Now you know how to effortlessly turn every call (even a missed one) into a sales opportunity with NetHunt CRM.
You’ve got it! ?