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.
- 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.

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

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.

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.

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

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.

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.