What is the preview dialer in the Aloware and HubSpot integration?
The preview dialer is a two-legged calling feature in Aloware that connects an agent before dialing a contact. When integrated with HubSpot, this feature enables the automation of calls within workflows. Users can enroll contacts into HubSpot workflows with triggers based on predefined conditions, allowing Aloware to handle the call seamlessly. This integration is an efficient tool for lead outreach, customer support, and follow-up communications.
The preview dialer is ideal for scenarios including:
Automating calls to leads based on triggers like form submissions or sales activities.
Scheduling customer support callbacks to address inquiries or issues.
Initiating follow-up calls for appointment reminders, deal updates, or incomplete sales processes.
Prerequisites
Before setting up the preview dialer in HubSpot, ensure the following:
You have an active integration between HubSpot and Aloware.
Ring groups and agents are set up in Aloware and ready to manage the expected call volume.
Step-by-Step Guide: Setting up the preview dialer in HubSpot
Step 1: Create or select a workflow in HubSpot
Create a new workflow or open an existing one in HubSpot.
Configure the workflow to include triggers and conditions that will initiate calls (e.g., deal stage change, website form submissions, or inactivity from a lead).
Step 2: Configure Preview Dialer action and ring groups
Add the "Aloware: Preview dialer" call action
In the Preview Dialer settings:
Select the ring group responsible for managing calls
Verify agent assignments within the ring group
Ensure sufficient agent availability for anticipated call volume
Step 3: Enroll contacts into the workflow to test
Add your target contacts to the workflow using HubSpot’s enrollment conditions.
Once enrolled, the workflow will automatically trigger calls based on the predefined triggers and actions.
Step 4: Monitor call activity and logs
In HubSpot, check communication logs to track call statuses and workflow activity.
In Aloware Talk, review call records to verify connection details, agent performance, and potential issues.
Advanced best practices and tips
Optimize workflow triggers - use meaningful triggers and conditions, such as prioritizing leads with high engagement scores or following up on deals nearing the closing stages.
Monitor agent availability - ensure agents have sufficient availability to handle peak call loads. A mismatch between triggers and agent availability can lead to failed calls.
Leverage analytics for improvement - use HubSpot's reporting tools and Aloware’s call insights to assess call outcomes. Refine workflows based on metrics like call duration and success rates.
Test your workflow - test your workflow with a small batch of contacts before full implementation to identify and troubleshoot any setup issues.