š Feature Request: True āLead-First Connect Callā
J
Joseph Weinstein
š Feature Request: True āLead-First Connect Callā (Call Lead ā Then Bridge Rep Only If Live)
Problem:
Currently, workflows do not support a true lead-first connect call system.
Right now, the typical setup either:
Calls the rep first, then dials the lead, or
Calls the lead but does not intelligently bridge the rep only after confirming a live answer.
For high-volume teams, this creates major inefficiencies:
Reps sit through ring time.
Reps get connected to voicemail.
Reps waste time on unanswered calls.
Connect rates drop due to friction and delay.
šÆ Requested Feature
Add a native workflow action option:
āCall Contact First ā If Live Answer ā Then Call Assigned User and Bridgeā
Desired Logic:
Workflow triggers.
System calls the lead.
If lead answers live:
System then calls assigned user (or round robin rep).
Once rep answers:
Bridge the call.
If lead does NOT answer:
Trigger alternate actions (voicemail drop, SMS, retry, etc.).
š„ Why This Matters
For high-volume sales or intake teams (100ā500+ leads/month), this would:
Eliminate rep idle ring time
Increase rep efficiency
Improve connect rates
Reduce payroll waste
Improve speed-to-live-conversation
Make GHL competitive with advanced dialer platforms
Right now, teams have to hack together partial solutions or use third-party dialers to achieve this.
This should be a native workflow action option.
ā Suggested Implementation
Inside Workflow ā āCallā Action:
Add toggle:
ā Standard Call
ā Call & Connect Assigned User
ā Call Contact First ā Bridge Assigned User Only If Live
Optional:
Fallback routing if assigned user doesnāt answer
Queue support
Backup rep logic
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