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Workflows

Call workflows that qualify, score and sync every call for you

Start a workflow when a call starts, ends or reaches your IVR. Filter it, let AI qualify and score it, then sync the result to your CRM and ad platforms in real time. One workflow handles every outcome.

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A workflow, top to bottom: when a call ends, AI analyzes it and routes it by outcome. Booked, a Booked appointment conversion goes to Google Ads; qualified, a Qualified call conversion; not a lead, the call is tagged and nothing is sent. For a lead, the caller's history decides: a new caller becomes a HubSpot contact with the call as activity, a repeat caller's contact is updated and the call logged. Test it with the choices beside it.

Test this workflowSandbox

Caller
Call outcome

Run log

  1. Call ended, 4m 12s9:41:02
  2. AI: booked a visit for 3pm, value $4809:41:05
  3. Google Ads: “Booked appointment”, $4809:41:06
  4. First call from this number9:41:06
  5. HubSpot: contact created, call logged9:41:07

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Where 7,000+ brands turn for call intelligence

  • BMW
  • novi.digital
  • Skyleads
  • RelyOn Nutec
  • Wizard
  • OMD

Why workflows

Stop doing post-call admin by hand

Without workflows

Manual
  • Listening to recordings to find the leads
  • Copying callers into the CRM one by one
  • Uploading offline conversions from a spreadsheet
  • Building one automation per scenario, then keeping them all in sync
  • Hearing about a missed call hours later

With Nimbata workflows

Automated
  • AI qualifies every call, so you never listen to find a lead
  • Contacts and call activity are created or updated the moment a call ends
  • The right conversion, with its value, goes to each ad platform automatically
  • Every outcome is handled in a single workflow
  • Missed calls alert the right channel in seconds

The builder

Build call logic the way you think about it

Pick a workflow to see it run. Every step is a block you drag, drop and change.

A workflow: when a call ends, AI tags, values and rates it and fills the custom fields, then the lead score routes it. Over 80, the call is tagged a hot lead; 40 to 79, it is queued for follow-up; under 40, tagged low intent. The call record ends up with its tags, value, rating, service and lead quality filled.

Triggers & Filters

Start at the moment that matters. Trigger on call start, call end or an IVR key press, then narrow it down with 30+ conditions, from source and duration to AI tags.

Actions

Every next step, in one workflow. Create contacts, send conversions with value and alert your team, each one configured to fit your business logic.

Artificial Intelligence

Let AI read every call. Detect intent, pull out key details and trigger the next best action automatically.

Building blocks

The building blocks of smarter workflows

Conditional Flow

Decide what happens next with yes/no logic. Tag high-quality calls, skip spam or trigger an action based on AI data, duration or source.

Split Paths

Run several actions from one call at once. Update your CRM, alert Slack and send a conversion, each on its own path with its own filter.

Multi-step workflows

Chain filters and actions, from lead tagging to lifecycle updates, without duplicating steps or building extra workflows.

Every block in the builder

Drop any of them after a trigger or a filter, in any order, on as many paths as you need.

Logic 3

  • FilterTrue or False, AND/OR
  • Filter with questionAI answers Yes or No
  • Split pathsRun several paths at once

Enrich the call 5

  • Set tagLabel the call
  • Set valueWhat the call is worth
  • Set ratingOne to five stars
  • Set notesYour text on the call
  • Set custom fieldAny field, any type

AI 6

  • Tag with AITags from the conversation
  • Calculate AI valueA dollar value per call
  • AI notesBooking details, objections
  • AI summaryWhat the call was about
  • AI custom fieldFilled from your prompt
  • Transcribe callIn 100+ languages

Notify the team 2

  • Email notificationTo anyone, with the details
  • Slack messageTo the channel that acts

CRM 6

  • HubSpotCreate or update contacts, deals
  • SalesforceLeads and opportunities
  • Zoho CRMCreate or update contacts
  • PipedrivePeople and deals
  • Dynamics 365 SalesLeads and opportunities
  • GoHighLevelUpdate the contact

Ads and analytics 5

  • Google AdsConversions, with value
  • Microsoft AdsOffline conversions
  • MetaConversions API
  • Google Analytics 4Call events
  • CometlyConversions, with value

Your data and stack 3

  • Google SheetsA new row per call
  • WebhookYour endpoint, full payload
  • Zapier6,000+ apps

AI in every step

Let AI decide what happens after every call

Ask AI a question, have it fill your custom fields, and branch on its answers, all in the same workflow.

  1. 01 Ask AI a question

    Type any question, like “Did the caller mention pricing?”. AI answers Yes or No, and the workflow branches on it.

  2. 02 Populate custom fields

    Give a field a prompt and AI fills it from the conversation: the service, the budget, the location.

  3. 03 Tags, values and ratings

    AI tags every call, gives it a dollar value and a rating, ready for your filters and reports.

  4. 04 Summaries and notes

    A summary of every call, plus notes based on the outcome (booking details, objections), saved in Nimbata and your CRM.

  5. 05 Intent and sentiment

    Spot how ready to buy each caller is, and route the hot ones before they call a competitor.

Ideas

20 workflows you can copy today

Start from a proven recipe, then customize it to fit your funnel.

  • New caller, new contactAuto-create a HubSpot contact for every first-time caller.

    HubSpot

  • Conversions that countSend a Google Ads conversion only when a call passes your duration threshold.

    Google Ads

  • Campaign on the contactSend UTM campaign data to HubSpot for each new call.

    HubSpot

  • Sales value to Google AdsWhen AI Sales Value is known, push “New Sales Call” with the value attached.

    Google Ads

  • Recording on the timelineLog the call recording in HubSpot’s activity timeline.

    HubSpot

  • Appointments as conversionsWhen a caller books an appointment, push a “New Appointment” conversion.

    Google Ads

  • Lifecycle on bookingUpdate “Lifecycle Stage” when a caller books an appointment.

    HubSpot

  • New leads sheetUpdate the “New Leads” sheet when a first-time PPC caller books.

    Google Sheets

  • Qualified calls to MetaSend qualified calls back to Meta as conversions, with their value.

    Meta

  • Leads in SalesforceCreate a lead with the campaign and the outcome on the record.

    Salesforce

  • Tag, value and rateFor every call, AI tags it, assigns a dollar value and a rating.

    Nimbata AI

  • AI summary as notesUpdate “Notes” in HubSpot with Nimbata’s AI summary.

    HubSpot

  • Notes by outcomePopulate AI notes with booking details or objections, based on the outcome.

    Nimbata AI

  • Service bookedLabel every booked appointment with the service, using AI.

    Custom fields

  • Missed call follow-upAlert #follow-up the moment a call goes unanswered.

    Slack

  • Sentiment on every callPerform AI sentiment analysis and tag the call.

    Nimbata AI

  • New appointment emailEmail the team the date, time and estimated cost of each booking.

    Email

  • High spender spottedWhen AI Value is above $7,000, tag the call as important.

    Nimbata AI

  • Booked calls to your stackPost every booked call to your own endpoint, full payload.

    Webhooks

  • Anything elseStart a Zap in 6,000+ apps from a tag, a field or a value.

    Zapier

Frequently asked questions about workflows

What is Nimbata Workflows?

Nimbata Workflows is a no-code builder that automates what happens around every tracked call. You choose a trigger, set conditions, and add actions like AI tagging, CRM updates, Slack alerts or ad platform conversions.

What triggers can start a workflow?

A workflow can start when a call begins, when it ends, or when a caller presses a key in your IVR menu. The IVR trigger requires an IVR set up in Call Flows.

What conditions can a workflow check?

More than 30. These include source, campaign and keyword, duration, outcome, new or repeat caller, location, and any tag, value or custom field. You can combine them with AND/OR logic and branch on True or False.

How does AI work inside a workflow?

AI can tag, value, rate and summarize every call, and fill custom fields from the conversation. It can also answer a yes/no question you write, like “Did the caller mention pricing?”, and the workflow branches on the answer. Calls can be transcribed in 100+ languages.

Which integrations work with workflows?

Can one workflow handle different call outcomes?

Yes. Filters and split paths send each call down the right branch, so booked, qualified and not-a-lead calls each get their own actions in a single workflow.

Can workflows send offline conversions to Google Ads automatically?

Yes. A workflow can send a conversion to Google Ads, Microsoft Ads or Meta as soon as a call meets your criteria, with the call’s value attached. No spreadsheet uploads needed.

Do I need technical skills to build a workflow?

No. You drag and drop blocks in a visual builder. Developers can also use webhooks to send the full call payload to their own endpoint.

Which plans include workflows?

Workflows are included from the Marketing plan up: 1 workflow on Marketing, 5 on Pro and unlimited on Agency. The 14-day free trial includes all features. See the plans on our pricing page.

Have other questions? Contact us so we can help.

Build workflows once. Let them work forever.

Logic-driven, AI-enhanced call workflows designed to perform.

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