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    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.

    • Email
    • Salesforce
    • Slack
    • Webhook
    • Hubspot

    2. How to Access Post-Call Delivery Settings

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

    Email Delivery

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

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

    Salesforce Integration

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

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

    HubSpot Integration

    Send call summaries and variable data to HubSpot CRM records.

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

    Slack Integration

    Post a message to a Slack channel after every call.

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

    Webhook

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

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

    3. Best Practices

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