Aloware Support Center

Aloware's power dialer is integrated with HubSpot workflows, enabling users to manage power dialer lists for contacts, companies, deals, and tickets directly within HubSpot. This integration allows for automating the addition and removal of contacts, clearing lists, and assigning users, making the management of power dialer lists straightforward and efficient.

Configuring power dialer actions in HubSpot

Create or select a workflow - select by either creating a new workflow or using an existing one in HubSpot. You can set this up for contacts, companies, deals, or tickets — depending on your needs.

In your selected workflow, pick from the following power dialer actions:

1. Add to your power dialer - place a contact into a specific user's power dialer list.
2. Remove from power dialer - take a contact off all power dialer lists.
3. Clear user's power dialer lists - remove all entries from a user's list.
4. Clear all power dialer lists - clear lists for multiple users.

Set up user and contact preferences

When using workflows based on companies, deals, or tickets, configure the settings:

1. Select the target contact - decide whether to manage all associated contacts or just the primary contact.
2. Assign a user - choose the user whose power dialer list will be updated.
3. Position list - specify if contacts should be added to the top or bottom of t he power dialer list.

After configuring the workflow, review your setup. Test it by enrolling a contact, company, deal, or ticket into the workflow and ensure that the power dialer actions perform as expected. 

Screenshot of a contact added to the user's power dialer list

1. Create or select a workflow - select by either creating a new workflow or using an existing one in HubSpot. You can set this up for contacts, companies, deals, or tickets — depending on your needs. 
 
 
 
2. Choose a power dialer action
 In your selected workflow, pick from the following power dialer actions:
 1. Add to your power dialer - place a contact into a specific user's power dialer list.
 2. Remove from power dialer - take a contact off all power dialer lists.
 3. Clear user's power dialer lists - remove all entries from a user's list.
 4. Clear all power dialer lists - clear lists for multiple users. 
 
 
 
3. Set up user and contact preferences
 When using workflows based on companies, deals, or tickets, configure the settings:
 1. Select the target contact - decide whether to manage all associated contacts or just the primary contact.
 2. Assign a user - choose the user whose power dialer list will be updated.
 3. Position list - specify if contacts should be added to the top or bottom of t he power dialer list. 
 
 
 
4. Review the test the workflow 
 After configuring the workflow, review your setup. Test it by enrolling a contact, company, deal, or ticket into the workflow and ensure that the power dialer actions perform as expected. 
 
 
 Screenshot of a contact added to the user's power dialer list

For a comprehensive setup, read this <a href="https://support.aloware.com/en/articles/9324871-automating-aloware-s-power-dialer-with-hubspot-workflow">guide</a> to learn how to automate Aloware's power dialer within HubSpot workflow for contacts.