Log External Calls into a Conversation

If your team makes or receives calls through a separate calling tool rather than Vendi Today's built-in phone system, you can still get a record of those calls into a contact's conversation history using the Log External Call workflow action.

What it does

This workflow action posts details of a call made through a third-party calling tool into the CRM, so every call — regardless of what system placed it — ends up visible in one place alongside your other conversation history.

How it identifies the contact

The action uses the phone numbers involved in the call (the From and To numbers) to automatically find the matching contact, or create a new one if no match exists.

What gets captured

• Call direction (inbound or outbound)
• Date and time
• Who was on the call
• Call status
• A recording, if you choose to attach one — it'll display right in the contact's Conversations tab

Setting it up

This action is typically used inside a workflow that starts from an inbound webhook trigger coming from your external calling tool, often paired with an If/Else branch and a Create Contact action to make sure the right contact record exists before the call is logged against it.

Why this matters

Even if calling itself happens somewhere else, your contact's full communication history — calls included — stays complete and visible in Vendi Today, so anyone looking at the conversation gets the whole picture.