Example Pipelines

{
  "phone": "+61400222333",
  "first_name": "Sarah",
  "last_name": "Chen",
  "email": "sarah@example.com",
  "appointment_date": "2026-03-07",
  "appointment_time": "10:30 AM",
  "provider_name": "Dr. Williams",
  "crm_id": "apt-9921"
}

{
  "appointment_id": "{{objects.appointment.appointment_id}}",
  "status": "confirmed"
}

Appointment not confirmed: {{contact.full_name}} for {{objects.appointment.date}} at {{objects.appointment.time}} with {{objects.appointment.provider}}. Call status: {{call.status}}.

{
  "phone": "+61400555666",
  "first_name": "Marcus",
  "last_name": "Rivera",
  "email": "marcus@company.com",
  "company": "Acme Corp",
  "interest": "Enterprise plan",
  "source": "pricing_page",
  "hubspot_contact_id": "hs-12345"
}

{
  "contact_id": "{{mapped.contact_id}}",
  "qualified": "{{mapped.is_qualified}}",
  "budget": "{{mapped.budget}}",
  "timeline": "{{mapped.timeline}}",
  "decision_maker": "{{mapped.is_decision_maker}}",
  "summary": "{{mapped.notes}}"
}

New qualified lead from {{objects.hubspot_contact.lead_source}}.

Contact: {{contact.full_name}} ({{contact.email}})
Company: {{objects.hubspot_contact.company}}
Budget: {{call.structured_data.budget_range}}
Timeline: {{call.structured_data.timeline}}

Call summary:
{{call.call_summary}}

Hi {{contact.first_name}},

Thanks for chatting with us. Based on our conversation, it sounds like the timing might not be right just yet.

We'll keep you updated on new features and pricing options. In the meantime, feel free to reach out if anything changes.

Best regards,
The Sales Team

{
  "phone": "+61400777888",
  "first_name": "David",
  "last_name": "Park",
  "account_number": "ACC-20456",
  "amount_due": "245.00",
  "due_date": "2026-02-28",
  "days_overdue": 6
}

{
  "account_number": "{{trigger.account_number}}",
  "call_status": "{{call.status}}",
  "end_reason": "{{call.end_reason}}",
  "payment_promised": "{{call.structured_data.payment_committed}}",
  "promised_date": "{{call.structured_data.payment_date}}",
  "summary": "{{call.call_summary}}"
}

Hi {{contact.first_name}}, thanks for confirming your payment of ${{trigger.amount_due}} for account {{trigger.account_number}}. If you need help, reply to this message.

Payment reminder call to {{contact.full_name}} did not result in a commitment.

Account: {{trigger.account_number}}
Amount: ${{trigger.amount_due}}
Days overdue: {{trigger.days_overdue}}
Call status: {{call.status}}

Summary:
{{call.call_summary}}

{
  "phone": "+61400111999",
  "first_name": "Emma",
  "last_name": "Taylor",
  "email": "emma.taylor@email.com",
  "property_address": "42 Harbour St, Sydney NSW 2000",
  "inspection_date": "2026-03-06",
  "listing_agent": "James Morton",
  "listing_id": "PRP-8834",
  "crm_id": "monday-55023",
  "board_id": "1234567890"
}

Hot lead: {{contact.full_name}} is highly interested in {{objects.monday_item.property_address}}. Next steps: {{call.structured_data.next_steps}}. Call summary: {{call.call_summary}}

Hi {{contact.first_name}},

Thanks for attending the inspection at {{objects.monday_item.property_address}} on {{trigger.inspection_date}}.

Your listing agent {{trigger.listing_agent}} will be in touch shortly to discuss next steps.

If you have any questions in the meantime, feel free to reply to this email.

Kind regards,
The Team

{
  "contact_phone": "{{contact.phone_number}}",
  "contact_name": "{{contact.full_name}}",
  "satisfaction_rating": "{{call.structured_data.rating}}",
  "nps_score": "{{call.structured_data.nps_score}}",
  "feedback": "{{call.structured_data.feedback}}",
  "would_recommend": "{{call.structured_data.would_recommend}}",
  "improvement_suggestions": "{{call.structured_data.improvements}}",
  "call_duration": "{{call.duration}}",
  "call_id": "{{call.id}}"
}

{{contact.full_name}} ({{contact.phone_number}}) gave a satisfaction rating of {{call.structured_data.rating}}/5.

Feedback: {{call.structured_data.feedback}}

Improvement suggestions: {{call.structured_data.improvements}}

Full call summary:
{{call.call_summary}}

Hi {{contact.first_name}}, thank you for your feedback. We're sorry to hear about your experience. A member of our team will reach out to you shortly to make things right.

Hi {{contact.first_name}},

Thank you for taking the time to share your feedback. We're glad to hear about your experience!

Your input helps us continue improving our service. If you ever need anything, don't hesitate to reach out.

Best regards,
The Team

{
  "phone": "+61400333444",
  "first_name": "Liam",
  "last_name": "Johnson",
  "email": "liam.j@email.com",
  "program_interest": "Graduate Diploma in Data Science",
  "start_date": "July 2026",
  "enquiry_source": "website",
  "student_id": "STU-20789"
}

{
  "student_id": "{{trigger.student_id}}",
  "call_status": "{{call.status}}",
  "end_reason": "{{call.end_reason}}",
  "interest_level": "{{call.structured_data.interest_level}}",
  "preferred_program": "{{call.structured_data.confirmed_program}}",
  "preferred_start": "{{call.structured_data.preferred_intake}}",
  "questions_asked": "{{call.structured_data.questions}}",
  "next_action": "{{call.structured_data.next_steps}}",
  "summary": "{{call.call_summary}}"
}

Hi {{contact.first_name}},

Great speaking with you! As discussed, here are your next steps to enroll in {{call.structured_data.confirmed_program}} for the {{call.structured_data.preferred_intake}} intake:

1. Complete the online application at [your enrollment link]
2. Submit your supporting documents
3. Our admissions team will confirm your place within 5 business days

If you have any questions, reply to this email or call us directly.

Best regards,
Student Services

{{contact.full_name}} ({{contact.email}}) is ready to enroll.

Program: {{call.structured_data.confirmed_program}}
Preferred intake: {{call.structured_data.preferred_intake}}

Call summary:
{{call.call_summary}}

{
  "phone": "+61400888999",
  "first_name": "Rachel",
  "last_name": "Kim",
  "account_number": "UTL-33201",
  "outage_area": "Northern suburbs",
  "estimated_restoration": "2026-03-06 6:00 PM",
  "outage_type": "power"
}

Hi {{contact.first_name}}, as discussed, there is a {{trigger.outage_type}} outage in the {{trigger.outage_area}} area. Estimated restoration: {{trigger.estimated_restoration}}. Account: {{trigger.account_number}}. For updates, visit our website or call our hotline.

{
  "account_number": "{{trigger.account_number}}",
  "outage_area": "{{trigger.outage_area}}",
  "customer_report": "{{call.structured_data.reported_issue}}",
  "severity": "{{call.structured_data.severity}}",
  "contact_phone": "{{contact.phone_number}}",
  "call_summary": "{{call.call_summary}}"
}