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Form-to-Call workflows let you trigger an outbound AI phone call the moment a lead submits a form. The AI calls the lead within seconds, qualifies them, and can book a meeting — all automatically.

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How it works

  1. A lead fills out a form (on your website, landing page, or ad)
  2. The form submission triggers a webhook to RevDesk
  3. RevDesk instantly places an AI phone call to the lead
  4. The AI greets them by name, handles the conversation, and optionally books a meeting
The entire flow happens in seconds — before the lead has time to close the tab.

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Trigger sources

Form-to-Call workflows support multiple trigger sources:
SourceHow it connectsBest for
GoHighLevelGHL workflow → webhookAgencies using GHL for lead capture
ZapierZap trigger → webhook actionAny form tool (Typeform, Gravity Forms, etc.)
Direct webhookPOST to RevDesk URLCustom forms, internal tools
Embedded formsRevDesk embed on your siteSimplest setup, no third-party needed

GoHighLevel setup

Trigger calls from GHL forms and workflows

Zapier setup

Connect any form tool via Zapier

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Setting up a Form-to-Call workflow

1

Create the workflow

Go to Workflows → Create New → Form to Call. Choose your trigger source.
2

Configure the AI agent

Set the greeting, role, goals, and guidelines for the AI. Use {{customer_name}} and other template variables for personalization.
3

Enable booking (optional)

Connect a calendar event type so the AI can book meetings during the call.
4

Set up voicemail (optional)

Configure a voicemail message for when the lead doesn’t answer. Template variables work in voicemail too.
5

Connect your trigger

Copy the webhook URL and Bearer token, then configure your form tool to send submissions to RevDesk.
6

Test and activate

Submit a test form with your own phone number to verify the flow end-to-end. Then activate the workflow.

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Webhook payload

All trigger sources send a JSON payload to RevDesk with at minimum a phone number: 
{
  "phone": "+14155551234",
  "name": "Jane Smith",
  "email": "jane@example.com",
  "customData": {
    "company": "Acme Corp",
    "source": "google_ads"
  }
}
FieldRequiredDescription
phoneYesLead’s phone number
nameNoUsed for {{customer_name}} personalization
emailNoLogged with the call record
customDataNoAdditional fields available as template variables

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Template variables

Use these in your AI agent’s greeting, role, voicemail, and prompt:
VariableSourceFallback
{{customer_name}}name field”there”
{{customer_email}}email fieldempty
Any custom keycustomData objectempty

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Compliance

  • Consent — Ensure your form includes consent language for receiving a phone call
  • Calling hours — RevDesk respects TCPA calling hours by default
  • DNC — Numbers on the Do Not Call list are automatically excluded
  • Opt-out — The AI can handle opt-out requests during the call
You are responsible for ensuring your form-to-call workflows comply with applicable telemarketing regulations (TCPA, GDPR, etc.). Always collect explicit consent before triggering outbound calls.

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Tips

  • Speed matters — Leads contacted within 60 seconds convert at 3-5x the rate of those contacted after 5 minutes
  • Keep it short — Configure calls to be under 5 minutes for best conversion
  • Use voicemail — ~40% of calls go to voicemail; a good voicemail still drives callbacks
  • Personalize — Using the lead’s name in the greeting significantly improves engagement

Create a Form-to-Call workflow

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