HOW CALLS ARE LOGGED

There are 4 different ways that calls are logged within the Intulse App

AUTOMATIC CALL LOGGING

If call logging is enabled in your CRM and you do nothing to the log during the call, it will be automatically logged when the call ends. The system will check all of your integrations to see if the call matches an existing contact. For each integration where a match is found, the call will be automatically logged.

If you open the call log to add any notes, the call will not be logged immediately. It will switch to delayed logging.
If you start creating a call log and change your mind, canceling added notes BEFORE the call ends, it will use automatic logging.
If you start creating a call log and change your mind, canceling added notes AFTER the call ends and you have auto logging enabled, it will still go to delayed logging but will have the same content as if it were automatically logged.
In order for automatic call logging to work as intended, it MUST be enabled and your integration must be authenticated.

DELAYED CALL LOGGING

This happens when you choose to log a call while the call is still active. It only works when the caller is matched to an existing contact in an integration. You can choose which contacts call notes are logged to within each integration. Within a few minutes of the call ending, the log will be created. For each integration chosen, automatic logging will be skipped.

MANUAL CALL LOGGING

This happens when you choose to log a call from your Call History list. Each call can be logged to multiple integrations, but only once in each integration. A user might do this if automatic call logging is disabled or if the contact doesn't exist in their integration at the time the call ended or within the time frame for digest logging to pick it up.

DIGEST CALL LOGGING

This is a process that runs once an hour, looking back at calls that were completed in the past 4 hours. The system checks to see if any calls can be matched to contacts within any integrations where automatic logging is enabled. Calls are logged within each integration where a match is found.

If you create a new contact in your integration within 4 hours of the call ending, digest logging will look back and find the call that matches that contact and log it to their record.