Issue: Call tasks are not completing in the CRM.
Please Note:
Orum does not complete tasks where there was no opportunity for someone to answer. This is also dependent on the specific CRM/SEP.
Specific to the Salesloft and Outreach CRM, we do not complete tasks if Orum encounters:
Failed calls
Busy Signal
Dial Tree (Without response)
Canceled Calls
Orum only completes tasks when the call is a Connect, No Answer (also seen as "Unanswered" in Orum settings), or Left VM.
Orum will not complete Tasks when the call is Busy, Failed, Cancelled, or ends in a Dial Tree.
Specific to the Hubspot CRM and Apollo:
All call tasks are completed regardless of call outcome. This means that even if a call ends in a dial tree, fails, or is busy, we will record the activity and complete the task.
Specific to the Salesforce CRM:
For the Salesforce integration, Orum does not complete current tasks. Rather, Orum opens and completes tasks immediately as calls are made.
Orum will log the call to Salesforce as a new activity, but will not complete an existing task in Salesforce.