Post-call actions

After each call ends, OmniDimension allows you to deliver structured post-call data to external destinations:

• Email
• Salesforce
• Slack
• Webhook
• HubSpot
• Google Sheets
• Omni CRM
• WhatsApp Cloud
• Workflow

Omni CRM, WhatsApp Cloud and Workflow show in the list only when your account has access to them.

How to access post-call delivery settings

• Go to your Agent Dashboard on OmniDimension.
• Navigate to the Post-Call section.
• Under the Delivery Method dropdown, pick one of the destinations above.

Email delivery

Use this method to receive an email with the full call report.

• Select Email from the dropdown.
• Enter the recipient email address where you'd like the report to be sent.
• Configure the include fields like summary, sentiment, variables, full conversation, etc.

Salesforce integration

Push post-call data directly to a specific object in your Salesforce CRM.

• Select Salesforce from the dropdown.
• Choose the Salesforce integration from the dropdown. If not available you can create a new integration for Salesforce from the Integrations tab.
• Choose the target object: Lead, Contact, Account, Product, etc.
• It will automatically map the extracted variables to Salesforce fields.

HubSpot integration

Send call summaries and variable data to HubSpot CRM records.

• Select HubSpot from the dropdown.
• Choose the HubSpot integration from the dropdown. If not available you can create a new integration for HubSpot from the Integrations tab.
• Choose the target object: Contact, Deal, Ticket, Company.
• It will automatically map the extracted variables to HubSpot fields.

Slack integration

Post a message to a Slack channel after every call.

• Choose Slack as the delivery method.
• Choose the Slack integration from the dropdown. If not available you can create a new integration for Slack from the Integrations tab.
• Select the channel to which messages should be posted (e.g., #sales-leads, #support-alerts).
• Choose what data to include: summary, sentiment, extracted variables, full conversation, etc.

Webhook

Send structured JSON data to any external system or automation tool (Make, Zapier, n8n, etc.).

• Select Webhook from the delivery method dropdown.
• Paste the webhook URL of your receiving system.
• Select Standard JSON to send our data as-is, or select Custom Payload to transform it.
• If using Custom Payload: Click Test Template, write your logic, and verify with the Real-Time Playground.

Reference: available variables

Use these variables in your custom payload:

• phone_number: Customer's phone number
• to_number: Agent / bot phone number
• bot_name: Name of your agent
• call_status: e.g., "completed"
• call_report.summary: AI summary of the call
• call_report.sentiment: "Positive", "Neutral", or "Negative"
• call_report.extracted_variables.[key]: Your custom extracted data (e.g., $.call_report.extracted_variables.email)

Example: LeadSquared schema

[
  { "Attribute": "Phone", "Value": "phone_number" },
  { "Attribute": "Name", "Value": "call_report.extracted_variables.name" },
  { "Attribute": "Email", "Value": "call_report.extracted_variables.email" },
  { "Attribute": "Notes", "Value": "call_report.summary" }
]

WhatsApp Cloud post-call

Send a WhatsApp message to the user with the call summary or other details using a template.

• Select WhatsApp Cloud as the delivery method.
• Choose an available WhatsApp Cloud number from the dropdown.
• Select one of your pre-approved WhatsApp templates.
• Map the template variables to your extracted variables (e.g., {{1}} = $.call_report.extracted_variables.name).
• Add a description for this post-call action for your reference.

Per-call post-call actions

The settings above apply to every call the agent makes. To send one specific call's results to a different email or webhook, or extract different variables for it, pass __post_call_actions when you dispatch the call or create a web call session. See Per-call post-call actions.

Best practices

• Test each delivery method before going live using the built-in Test Connection feature.
• For Slack, Salesforce, and HubSpot, ensure you grant the necessary permissions during OAuth.
• Use Webhook.site or RequestBin to inspect real payloads during integration.
• Always sanitize or encrypt sensitive data when sending via webhook or email.