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Platform/Auto Dialer

Follow up while
the inquiry is fresh.

Set a follow-up call for eligible new inquiries using the details they submitted. Keep the call outcome and next action in CRM for the person taking over.

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Auto DialerIN YOUR WORKSPACE
Auto DialerConnected

Outbound follow-up

Avery Cole · Cole Type Co.

Avery I’d like to book a call about our next project.

Spacebrain I can help. What are you hoping to improve?

ACCustomer context capturedConversation and next step kept togetherCRM
The call continues the inquiry

Source details and the conversation stay together.

Capture the inquiryApply the calling rulesLog the call and next action
THE SHORT ANSWER

How does Spacebrain Auto Dialer work?

Spacebrain Auto Dialer starts calls from configured events such as a form submission, campaign response, or CRM change. Set eligibility, timing, retry behavior, and operating windows, then use available lead details in the conversation. Call outcomes can continue into booking, assignment, or follow-up.

01 / THE MOMENT THAT MATTERS

The form already tells you where to begin.

Use the service, request and source details to shape a useful follow-up conversation. Define call eligibility and timing before activating the workflow.

See the first workflow
A warm welcome. A clear next step.
Auto DialerSample workspace
NORTHLINE / COLE TYPE CO.

Use the outcome while it is fresh.

Inquiry captured

Project type, source and contact details

Call outcome

Interested in a discovery conversation

CRM updated

Owner and follow-up stay with the lead

02 / THE CONNECTED NEXT STEP

Act on the outcome

Book, update the stage, assign an owner, or schedule follow-up from the call result.

See the first workflow
Auto DialerConnected

Outbound follow-up

Avery Cole · Cole Type Co.

Avery I’d like to book a call about our next project.

Spacebrain I can help. What are you hoping to improve?

ACCustomer context capturedConversation and next step kept togetherCRM
A CLOSER LOOK

What you can do

Spacebrain combines an immediate call with the context and workflow needed to move the lead forward.

01

Trigger from real intent

Start calls from form submissions, campaigns, CRM stages, or other qualified events.

02

Use captured context

Reference the service, request, source, and answers that brought the lead in.

03

Act on the outcome

Book, update the stage, assign an owner, or schedule follow-up from the call result.

Put Auto Dialer to work in your business.

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YOUR FIRST WORKFLOW

How it works

Source details and the conversation stay together. Here is a practical starting point for your setup.

01

Capture

A lead arrives with source and request details.

02

Prioritize

Rules decide whether and when the lead should be called.

03

Connect

The dialer starts a contextual conversation while intent is fresh.

04

Advance

The outcome updates the CRM and triggers the next action.

Watch the whole Spacebrain workspace in motion
WORKS BETTER TOGETHER

Connected tools

Explore six tools to use alongside Auto Dialer.

Voice Agents

Configure voice conversations around your customer workflows.

AI CRM

Keep leads, companies and deals in one customer record.

Universal Inbox

See conversations together and hand off the next reply.

Calendar

Make room for customer meetings and focused work.

Tasks

Give the next step an owner, a due date and customer context.

AI Meeting Note Taker

Capture meeting notes and keep the follow-up in view.

MADE FOR REAL WORK

Call the leads where response time matters most.

01

Quote requests

Call prospects soon after they ask for pricing or an estimate.

02

Paid campaign leads

Respond quickly while the campaign and offer are still top of mind.

03

Demo requests

Qualify and schedule interested buyers without a manual call queue.

04

Lead reactivation

Run controlled outreach to leads that meet your follow-up criteria.

A FRESH ALTERNATIVE

Small team.
Big possibilities.

Evaluating HubSpot or GoHighLevel? Explore a workspace that brings customer records, marketing, AI and daily work together. Start with the job you need to solve.

Compare the fitExplore our Trust Center
BEFORE YOU START

Questions & answers

Practical answers for planning the work.

Visit the Help Center
What is a practical first workflow for Auto Dialer?

A new lead asked for more information about a service. Start by following these steps: capture the inquiry; apply the calling rules; log the call and next action. Source details and the conversation stay together.

What can trigger a call?

Calls can begin from configured events such as a form submission, campaign response, CRM update, or another eligible workflow trigger.

Can I control calling rules?

Yes. Configure eligibility, timing, retry behavior, operating windows, and the next action for each outcome.

Does the call use lead context?

Yes. Available source, campaign, form, service, and CRM details can inform the conversation.

What happens after the call?

The result can update the lead, book an appointment, assign an owner, or trigger your configured follow-up.

Can a human handle the call?

Your workflow can route or hand off conversations according to the process you define.

YOUR NEXT MOVE

The call continues the inquiry.

Set a follow-up call for eligible new inquiries using the details they submitted. Keep the call outcome and next action in CRM for the person taking over.

Start free trialExplore the whole platform