The preview dialer in Aloware is compatible with company-based, deal-based, ticket-based, and contact-based workflows in HubSpot. This functionality enables users to automate calls triggered by changes in company, deal, ticket, or contact statuses, streamlining communication and enhancing sales and support processes.
For more details on setting up contact-based workflows, refer to this guide.
Key features
Automated calls for companies, deals, and tickets
Set up the preview dialer to automatically initiate calls when changes occur in your HubSpot workflows - whether tied to a company, deal, or ticket.
Customizable targeting
You can choose to target either all contacts associated with a company, deal, or ticket, or just the first contact. Tailor the automation to match your communication strategy.
Direct HubSpot integration
The preview dialer runs directly in your HubSpot workflow, ensuring that your calls are scheduled and delivered without the need for manual effort.
Use cases
Sales follow-ups - Automate calls whenever a deal stage changes, ensuring your sales team follows up at the right moment.
Efficient support - Trigger calls based on ticket status changes to enhance customer service response times.
Company-wide updates - Keep your key contacts in the loop by automating calls whenever important changes happen in their company's account.
How to set up preview dialer in HubSpot workflows
Create or select a workflow in HubSpot
Start by selecting or creating a workflow within HubSpot. You can based it on a company, deal, or ticket depending on your needs.
Configure the preview dialer
Select the line to be used for the call.
Choose the ring group responsible for handling it.
Set the message to be played when the call is received by the agent.
After configuring the preview dialer, review your workflow and run a test by enrolling a sample company, deal, or ticket. Verify that the preview dialer triggers calls as expected.
Select the target contacts who will receive the automated calls:
All contacts associated with the company, deal, or ticket.
First associated contact, such as the primary decision-maker for a deal.
Communication logs
Communication activity logs are synchronized in both HubSpot and Aloware.
Screenshot of communication log in HubSpot
Screenshot of communication log in Aloware Talk
The logs in Aloware Talk show that the communication originates from the HubSpot workflow.
