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    HomeDocumentationPost-Call Delivery Guide

    Post-Call configuration

    Learn how to configure post-call delivery methods in OmniDimension, including Email, Salesforce, Slack, Webhook , Hubspot etc.

    1. Overview

    After each call ends, OmniDimension allows you to deliver structured post-call data to external destinations.

  1. Email
  2. Salesforce
  3. Slack
  4. Webhook
  5. Hubspot

    6. 2. How to Access Post-Call Delivery Settings

  6. Go to your Agent Dashboard on OmniDimension.
  7. Navigate to the Post-Call section.
  8. Under the Delivery Method dropdown, you will see the following options for Email , Salesforce, Slack, Webhook, Hubspot etc.
    9. Post-Call Delivery Guide

    Email Delivery

    Use this method to receive an email with the full call report.

  9. Select Email from the dropdown.
  10. Enter the recipient email address where you’d like the report to be sent.
  11. Configure the include fields like - summary, sentiment, variables, full conversation etc
    12. Email Delivery

    Salesforce Integration

    Push post-call data directly to a specific object in your Salesforce CRM.

  12. Select Salesforce from the dropdown.
  13. Choose the salesforce integration from dropdown. If not available then you can create new integration for salesforce from integrations tab.
  14. Choose the target object: Lead, Contact, Account , Product etc
  15. It will automatically map the extracted variables to salesforce fields.
    16. Salesforce Integration

    HubSpot Integration

    Send call summaries and variable data to HubSpot CRM records.

  16. Select HubSpot from the dropdown.
  17. Choose the hubspot integration from dropdown. If not available then you can create new integration for hubspot from integrations tab.
  18. Choose the target object: Contact, Deal, Ticket , Company
  19. It will automatically map the extracted variables to hubspot fields.
    20. HubSpot Integration

    Slack Integration

    Post a message to a Slack channel after every call.

  20. Choose Slack as the delivery method.
  21. Choose the slack integrations from the dropdown. If not available then you can create new integration for slack from integrations tab
  22. Select the channel to which messages should be posted (e.g., #sales-leads, #support-alerts).
  23. Choose what data to include: Summary, Sentiment, Extracted Variables, Full Conversation etc
    24. Slack Integration

    Webhook

    Send structured JSON data to any external system or automation tool (Make, Zapier, n8n etc).

  24. Select Webhook from the delivery method dropdown.
  25. Paste the Webhook URL of your receiving system.
  26. Choose what data to include: Summary, Sentiment, Extracted Variables, Full Conversation etc
  27. Test the connection to verify the setup.
    28. Webhook

    3. Best Practices

  28. Test each delivery method before going live using the built-in 'Test Connection' feature.
  29. For Slack, Salesforce, and HubSpot, ensure you grant the necessary permissions during OAuth.
  30. Use Webhook.site or RequestBin to inspect real payloads during integration.
  31. Always sanitize or encrypt sensitive data when sending via webhook or email.