Lucky Call

Setup and support

Setup is six short steps. Your reps carry on logging calls exactly as they do now.

Setup guide

  1. Install Lucky Call

    A HubSpot super admin opens the install link, signs in to HubSpot and approves the permissions. Lucky Call asks to:

    • read contacts and the calls logged against them
    • create tasks and update Lucky Call's own contact properties
    • read your users, and the free times on their meeting links
    • see when a contact has replied to a sales email

    It cannot delete anything, and it does not send emails or texts itself.

  2. Open the setup page

    In HubSpot, open Lucky Call's settings. Enter your business name and choose a mode. Suggestion only writes a note with the step it would take. Live creates the tasks. We suggest starting in suggestion only for a week or two.

  3. Review the follow-up sequence

    For each of the four missed calls, choose whether to send a text, send an email and book a call, and edit the wording. Three placeholders fill themselves in: {{first_name}}, {{rep_name}} and {{business}}.

  4. Give each rep a meeting link

    Lucky Call reads free time from each rep's personal HubSpot meeting link. If a rep has no link, the call is still booked and the task says "Calendar not checked".

  5. Pro only: connect a workflow for automatic sending

    Choose "HubSpot workflow" under "How texts and emails are sent". Then build a contact workflow in HubSpot:

    • Trigger: the property Lucky Call: send text at is known, with re-enrolment turned on.
    • Delay until the date in Lucky Call: send text at.
    • Send the text with your SMS app's workflow action, using the Lucky Call: text message property as the message.

    Build a second workflow in the same way for emails, using Lucky Call: send email at, Lucky Call: email subject and Lucky Call: email message.

  6. Log calls as usual

    When a rep logs a call with the outcome No answer, Busy or Left voicemail, the next step appears within seconds.

Common questions

When does Lucky Call stop chasing a contact?

After four unanswered calls in a row. If the contact answers, the count starts again.

What if a contact has unsubscribed from email?

The email step is skipped for that contact.

What if a contact has no phone number?

The text step is skipped.

How do I pause it?

Switch the mode to Suggestion only on the setup page. To remove it completely, uninstall the app from HubSpot's Connected apps page.

Why did a task say "Calendar not checked"?

The rep who logged the call has no personal meeting link, or the call had no owner.

Support

Email support@luckycall.app. We reply within one working day, Monday to Friday, UK time.

Please include your HubSpot account ID (the number in the address bar after /contacts/) and, if you can, a link to the contact concerned.