What does the HubSpot lifecycle stages integration do?
The HubSpot Lifecycle Stages integration in Aloware allows businesses to sync, update, and manage lifecycle stages for contacts between the two platforms in real time. This ensures that both systems reflect the same data regarding where a contact is in the customer journey, aligning sales and marketing workflows.
Editable dropdown for lifecycle stages
Aloware’s integration card includes a dropdown menu where users can view and update lifecycle stages. This feature eliminates the need to switch back and forth between Aloware and HubSpot for these updates.
Lifecycle stages editable in Integrations Card
Real-time synchronization
When a lifecycle stage is updated in HubSpot or Aloware, changes are reflected in the other platform almost instantly. This real-time sync ensures that sales teams, marketing teams, and customer service teams operate with the same data.Customization and adherence to HubSpot rules
The integration supports HubSpot’s rules, including:Forward-only updates where contacts advance to higher lifecycle stages (e.g., "Lead" to "Marketing Qualified Lead").
The ability to manually reset a stage to "null," which removes a contact’s current lifecycle stage.
Admins can also customize lifecycle stages specific to their organization and ensure these updates are reflected in Aloware.
Elimination of data discrepancies
By synchronizing lifecycle stages across the platforms, the integration removes inconsistencies in customer engagement data. This provides an accurate, unified view of contact progression for all teams.
Example usage
Suppose a contact is marked as a "Sales Qualified Lead" in HubSpot. With this integration, that status is automatically synced to Aloware in near real-time. Similarly, if users within Aloware update the stage to "Customer," the change reflects back in HubSpot, preserving data integrity and consistency.
By enabling centralized control and synchronization, the integration ensures lifecycle stage data is always up-to-date, whether users interact with it in HubSpot or Aloware.
How can business admins configure the integration?
Before configuring the integration, ensure that the HubSpot Integration settings are properly enabled in Aloware. Admins should also understand HubSpot’s lifecycle behavior, particularly its strict forward-only stage progression rules.
Access the integration settings in Aloware - navigate to the integration settings section of Aloware.
Ensure bi-directional contact sync
Verify that the contact data sync is set to bi-directional to ensure updates are reflected across both platforms seamlessly.
Map lifecycle stages between HubSpot and Aloware - in HubSpot, review and define lifecycle stages (e.g., Subscriber, Lead, Opportunity). These stages will automatically appear in Aloware’s dropdown list. Validation ensures custom mappings or newly created stages are reflected accurately in both systems.
Enable editing in the Aloware integration card - using the dropdown menu available in Aloware’s integration card, admins can modify a contact’s lifecycle stage. This feature supports progression to higher stages (e.g., Marketing Qualified Lead → Sales Qualified Lead) or resetting stages to "null."
Test and validate real-time sync - update a lifecycle stage in either platform and ensure the corresponding information syncs correctly to the other. For example, if a user updates a contact to "Opportunity" in HubSpot, Aloware should reflect this change after refreshing the dashboard.
How can agents use this in Aloware Talk?
The integration benefits general users by simplifying workflows:
Viewing lifecycle stages
Users can access a contact’s current HubSpot lifecycle stage directly from Aloware's interface. In the contact's profile in the side-panel, navigate to the HubSpot integration card and click the edit icon to select the lead lifecycle stage.
Updating lifecycle stages
The editable dropdown allows users to transition contacts to the appropriate lifecycle stage. For example, after qualifying a lead, they can update the contact’s stage to "Marketing Qualified Lead" without leaving Aloware.
These updates are synchronized automatically, reducing manual coordination and ensuring everyone works with the same data.
How does this integration connect to other Aloware tools?
The lifecycle stages integration enhances Aloware’s existing capabilities by adding advanced customer data tracking. It works in conjunction with:
Aloware’s contact management
The synchronized lifecycle stages ensure that customer records are always current and accurate within Aloware.
Integration card interface
The integration card reflects a user-friendly design, letting users update lifecycle stages interactively without needing to navigate external systems.
Data synchronization features
The integration extends Aloware’s broader data sync functionality to include lifecycle stage tracking, ensuring compatibility with CRM tools like HubSpot.