How to Add a Manual Call Action to a Sparkforge Workflow
Manual Call adds outbound call tasks to a Sparkforge workflow. Triggered contacts land under Conversations → Manual Actions, where reps work the queue.
The Manual Call action queues outbound call tasks for a teammate based on a workflow trigger — tags, form submissions, pipeline stage changes, appointments, and more. It’s built for sales and support follow-ups that need a real person on the phone.
What Manual Call does
- Assigns outbound calls automatically when a workflow fires.
- Routes triggered contacts into the Manual Actions tab in Conversations.
- Tracks status — Yet to Call, Completed, and so on.
- Supports assignment to a specific user or round-robin across the team.
Add a Manual Call action to a workflow
- Click Marketing in the left navigation.
- Click + Create Workflow.
- Click + Add Trigger and pick the trigger that should generate calls.
- Click the + below the trigger to add an action.
- Choose Manual Action → Call. Name it something like Manual Call.
- Configure assignment — a specific user or round-robin.
- Click Save, then Publish the workflow.
Where assigned calls show up
- Go to Conversations in the left navigation.
- Click the Manual Actions tab.
- Work the queue of calls generated by the workflow.
Click Let’s Start next to a task to begin the call. Log notes and outcome on the contact record after each call.
Frequently Asked Questions
Can I assign Manual Call tasks to a specific rep?
Yes. The Manual Action step supports assignment to a specific user or round-robin across the team.
Where do call notes and results live?
Log them on the contact record after the call. Notes stay tied to that contact’s history.
How do I start a queued call?
Open Conversations → Manual Actions and click Let’s Start next to the task.
What triggers a Manual Call action?
Anything a workflow can listen for — tags, form submissions, pipeline stage changes, appointment events, and more.
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