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Prerequisites

Before starting your call campaign, ensure you have:

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Setting Up Your Call Campaign

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1. Create Your Sequence

Create a Unify Sequence that includes manual phone call steps. This will generate the call tasks that sync to your CRM and feed into Orum. Learn more in our Sequences guide.

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2. Monitor the Sync

Sequence enrollments will appear in your CRM within 30 minutes of being created in Unify. These tasks will automatically be available in Orum when you reset your call list.

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3. Set Up Your Call Session

In Orum, follow these steps to prepare your calling session:
  1. Login with your CRM to ensure Orum can access your phone call tasks
  2. Select your call list from the available CRM reports:
list-selection.png
  1. Reset your tasks by clicking the reset button to pull the latest call tasks:
reset-button.png
  1. Configure filters (optional): If you have multiple call tasks for the same person, uncheck the “Skip duplicate numbers” filter to include all tasks:
skip-duplicate-numbers.png

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4. Start Calling

Begin your call campaign! As you complete calls, results will automatically sync back to both your CRM and Unify, keeping all your systems up to date.
Need additional help? Contact our support team or visit the Orum documentation for more detailed troubleshooting guides.
That’s it! By following these steps, your team will run faster, more productive call campaigns with seamless integration between your CRM, Unify, and Orum.