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Can a workflow call me first and then connect me to a new lead?

Yes. Use the Outbound call step in a workflow.

  1. Add a trigger, such as a form submission.
  2. Add an Outbound call step. Set the number it calls from to your business number, and set the number to call to a custom number: your own cell phone.
  3. For what happens when you pick up, choose transfer to another phone number and use a variable for it: the contact's phone.

The system rings your phone first. When you answer, instead of an AI being on the other end, it rings the customer and connects you. You hear it ringing while it connects. This lets you call a new lead personally and as fast as possible.