Post-call actions

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

• Email
• Salesforce
• Slack
• Webhook
• HubSpot
• WhatsApp Cloud

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.

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.

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.