Skip to main content

​
Place Call

Use Place Call when you want GoHighLevel to trigger an outbound call through Sympana Connector. This action is commonly used when a lead reaches a certain pipeline stage, submits a form, replies to a campaign, or hits any automation point where you want the AI to call immediately.

​
Before you use this action

Make sure:
  • your lead has a valid phone number
  • your Retell or Vapi connection is already set up
  • your voice platform account is on a paid plan
If your Retell or Vapi account is still on a free trial, the call will fail.

​
Step 1. Add the action

Add a new action in your GoHighLevel workflow and search for Place Call.

​
Step 2. Select the connection

Choose the connection you want to call from, then save the action.

​
Step 3. Confirm the lead phone number

Make sure the contact record has the phone number you want to call. When the workflow reaches this action, Sympana Connector will place the call using the selected connection.

​
Step 4. Confirm the provider account is paid

Free trial Retell or Vapi accounts cannot place real calls through Sympana Connector.

​
When to use Place Call

Use Place Call when:
  • you already know which connection should place the call
  • you want a direct outbound call from a workflow
  • you do not need Sympana to choose between multiple possible calling connections
If you need Sympana to choose the best connection automatically, use Place Call Smart Selection instead.

​
Best practice

Use Place Call in your outbound or operational workflow, then use Call Completed in a separate post-call workflow to handle summaries, notes, tags, analysis, and follow-up logic. If something is not working the way you expect, contact support at support@sympana.com.