The Aloware CTI for HubSpot (Beta) allows teams to handle calls directly inside HubSpot CRM using Aloware Talk2 Dialer.
After setup, a calling window becomes available inside HubSpot. This is where all call activity happens, from starting a call to completing wrap-up. The window stays active even when moving between records, switching tabs, or refreshing the page, so work continues without interruption.
Calls are handled in the same place where your CRM data lives. When a call starts, the dialer opens with full controls. During the call, you can manage the conversation while navigating HubSpot. When the call ends, notes, outcomes, and logs are saved automatically without additional steps.
What this looks like in use
A typical workflow happens entirely inside HubSpot.
An agent opens a contact, clicks the phone number, and the call starts in the calling window.
If a call comes in, it appears in the same window and can be answered immediately. During the call, the agent can mute, hold, transfer, or add notes while continuing to view or update CRM records.
Once the call ends, the system moves directly into wrap-up. Notes and outcomes are recorded, and the activity is logged automatically on the contact’s timeline.
Set up Aloware calling for HubSpot (Beta)
The integration relies on two connected apps working together inside HubSpot CRM:
The Aloware Cloud Contact Center integration, which handles contact and activity syncing
The Aloware CTI for HubSpot (Beta) app, which enables calling inside HubSpot
Both must be installed and authenticated using the same HubSpot account.
Part 1: Connect Aloware as calling provider
Step 1: Authenticate the CTI app in Aloware
Open the Aloware admin panel in a separate tab and authenticate the CTI for HubSpot (Beta) app.
Make sure you are using the same HubSpot account during authentication, this is required for the connection to work.
Step 2: Enable Aloware calling in HubSpot
Return to HubSpot and open the calling setup.
To do this, click the dial (phone) icon in the top navigation bar. This opens the calling panel, where you can configure your calling provider.
Look for Aloware Calling in the list of available providers. If it doesn’t appear right away, wait a few minutes, refresh the page, and confirm that the integration setup from Part 1 is complete.
Once visible, select Aloware Calling as your active provider. This connects HubSpot to Aloware and enables users to make calls directly from the HubSpot interface.
Step 3: Open and authenticate the calling window
From the HubSpot toolbar, open the calling window.
Users must log in and complete authentication (including two-factor authentication) within the window.
Keep this window open during use. Closing it will interrupt calling functionality.
Part 2: Configure calling behavior in Aloware
After enabling Aloware Calling in HubSpot, complete the remaining setup in the Aloware admin panel.
All steps in this section are done inside Aloware.
Step 1: Set outbound calling behavior
In Aloware, outbound settings determine which phone number is used when agents place calls.
You can assign a fixed default line to each user so calls always go out from the same number. This is useful for consistency, especially for sales or account ownership.
You can also require users to select a line before each call.
In this setup, Aloware will prompt the user to choose a number when placing a call and will remember the last selected line to reduce repetitive selection.
Choose the option that best fits how your team manages outbound communication.
Step 2: Configure inbound call routing
Inbound routing determines how incoming calls are delivered to your team inside HubSpot CRM.
Start by defining where calls should go. Assign your phone numbers to the appropriate inbox. Then, add users to each inbox so they can receive calls.
Once configured, incoming calls will be routed to the correct agents based on these assignments.
Step 3: Define in-call and post-call handling
This step determines how calls are handled while they are active and how they are completed after they end.
Start by enabling any call behaviors your team needs during conversations, such as call waiting or call parking. These settings control how agents handle multiple or ongoing calls.
Then define what happens after each call. Configure wrap-up rules so agents can add notes, select outcomes, and ensure each call is properly recorded in HubSpot CRM.
Validating the setup
After completing the configuration, confirm that both outbound and inbound calling work as expected inside HubSpot CRM.
Start with an outbound call
Open a contact record, click the phone number, and make a call. Once connected, end the call and check that it is automatically logged with the correct details.
Next, test an inbound call
Place a call to your configured number and confirm that the notification appears in the calling window. Answer the call, then end it and verify that the activity is recorded.
If both tests complete successfully, the integration is ready for daily use.
What to keep in mind
Calling depends on a few key behaviors during daily use.
The calling window must remain open and authenticated. If it is closed during an active call, the connection may be interrupted.
Both the main Aloware integration and the calling app must be connected to the same HubSpot account.
Inbound calls are only delivered to users who are marked as available. If changes to the calling provider do not appear immediately, refresh the session or log out and back in.
Optional changes
If your setup needs to be adjusted, you can update the calling provider at any time from HubSpot’s provider selector. This does not affect existing call records or configurations.
To remove the integration, go to the Connected Apps section in HubSpot and uninstall the app. If it still appears afterward, refreshing the session will clear it.