# Post-call actions (/docs/dashboard-guides/post-call)

> Configure post-call delivery to Email, Salesforce, Slack, Webhooks, HubSpot, and WhatsApp Cloud.















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

* Email
* Salesforce
* Slack
* Webhook
* HubSpot
* WhatsApp Cloud

<Callout type="info">
  **Video tutorial: Get Post-Call Data.** Learn how to retrieve and manage
  post-call data from your Voice AI agent on
  [YouTube](https://www.youtube.com/watch?v=__hZ9u6Em9w).
</Callout>

## How to access post-call delivery settings [#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, you will see options for Email,
  Salesforce, Slack, Webhook, HubSpot, and WhatsApp Cloud.

<img alt="Post-Call Delivery Guide" src="__img0" />

## Email delivery [#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.

<img alt="Email delivery configuration" src="__img1" />

## Salesforce integration [#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.

<img alt="Salesforce integration configuration" src="__img2" />

## HubSpot integration [#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.

<img alt="HubSpot integration configuration" src="__img3" />

## Slack integration [#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.

<img alt="Slack integration configuration" src="__img4" />

## Webhook [#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.

<img alt="Webhook configuration" src="__img5" />

### Reference: available variables [#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 [#example-leadsquared-schema]

```json
[
  { "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" }
]
```

<Callout type="info">
  **Pro tip: real-time testing.** Before testing your template, make sure to
  add your **Extracted Variables** in the configuration. The **Test Template**
  playground will automatically populate with realistic dummy data based on
  your specific variable names, allowing you to verify your custom payload
  logic instantly.
</Callout>

## WhatsApp Cloud post-call [#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.

## Best practices [#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.