Aloware calling in HubSpot (Beta): Agent walkthrough

This guide walks through how agents handle calls directly inside HubSpot using the Aloware calling window. All call activity from dialing to wrap-up happens without leaving the HubSpot interface.

Before handling any call, agents begin by setting up their workspace inside HubSpot.

After logging in, open the calling window. This is where all call activity will take place throughout your session.

Once the window is visible, make sure Aloware Calling is selected as your provider. This step ensures that calls are routed through the correct system and that all calling features are available.

Next, set your availability status so you can receive inbound calls. If availability is not enabled, incoming calls will not be routed to you.

It’s important to keep the calling window open as you work. The window remains active even as you move between contacts, deals, or other records in HubSpot, allowing you to manage calls without interrupting your workflow.

With this setup complete, the calling window becomes your main workspace for placing, receiving, and managing calls.

Once your calling window is set up, you can start placing calls directly from records in HubSpot.

Begin by opening a contact, deal, or company record. Click the phone number associated with the record. This action triggers the call using the calling window.

If you don’t have a default outbound line configured, you’ll be prompted to select one before the call starts. This ensures the correct number is used when reaching out.

After selecting the line, the call begins within the same calling window. All call controls, such as mute, hold, and adding notes, are immediately available, allowing you to manage the conversation without leaving the page.

During a call, the calling window gives you full control over the conversation without leaving your current HubSpot record.

You can mute or unmute yourself, place the call on hold, transfer it to another user, or park the call temporarily. At the same time, you can add notes in real time, ensuring important details are captured as the conversation happens.

Even if you navigate to other contacts, deals, or company records within HubSpot, the call remains active in the calling window. This seamless workflow allows you to manage conversations efficiently while staying productive in the CRM.

When an inbound call arrives, a notification appears in your calling window to alert you.

You can then choose to answer or reject the call directly from the window. Once the call is active, you can continue working in HubSpot, such as browsing records, updating information, or adding notes, without interrupting the conversation.

This setup ensures that incoming calls are handled promptly while you stay productive in the CRM.

When multiple calls occur, the calling window allows you to manage them efficiently within a single interface.

You can use call waiting to switch between active calls, park calls to temporarily hold them, or transfer calls to other users or teams as needed.

All of these actions are performed directly in the calling window, so you do not need to switch between different tools or screens.

When a call ends, the wrap-up options appear immediately in the calling window.

You can add notes, apply tags, and select dispositions to accurately capture the outcome of the conversation.

The call is then automatically logged in HubSpot, ensuring that all details are saved and easily accessible for future reference.

Using the Aloware calling window inside HubSpot enables agents to handle both inbound and outbound calls from a single interface.

Agents can stay within HubSpot while managing conversations, eliminating the need to switch between different tools.

All call details are captured automatically, making it easy to track activity and maintain accurate records.