Integrating Aloware's preview dialer with HubSpot enables users to make two-legged calls with HubSpot workflows. This integration simplifies communication by allowing users to enroll contacts and initiate calls using Aloware Talk based on specific triggers in the HubSpot system.
Key features
Preview dialer - facilitates a two-legged calling system that connects agents before dialing contacts.
Faster communication - reduces call setup time bypassing delays associated with Aloware sequences.
Use cases
Sales outreach - automate calls to leads, ensuring quick connectivity for sales agents without manual effort.
Customer support - trigger automatic calls for customer support requests, minimizing the time agents spend initiating calls.
Follow-up calls - utilize the preview dialer to automate follow-up calls with prospects and customers, ensuring that no contacts are overlooked.
Step-by-step guide: Setting up preview dialer calls in HubSpot
Create or select a workflow in HubSpot
Begin by either creating a new workflow or selecting an existing one to automate preview dialer calls.
Add the preview dialer call action
In the workflow, incorporate the preview dialer action to initiate a two-legged call between your agent and the contact.
Select ring groups and agents
Designate the ring group and specific agents responsible for handling the calls. Ensure sufficient agent availability in the ring group to manage the anticipated contact volume.
Enroll contacts into the workflow
Enroll the desired contacts into the workflow. Once activated, the workflow will automatically initiate calls between agents and contacts based on the established conditions.
Monitor call logs
Review the communication logs for each contact within HubSpot. The system records the status and details of calls, including any failures due to capacity limits, allowing for appropriate follow-up actions.
Screenshot of communication log in HubSpot
Screenshot of communication log in Aloware Talk
