/ /
Call task not completing in the CRM
Updated 6 months ago

 

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.

 

Was this article helpful?