This article will help you learn how to:

  • Extend your HubSpot Workflows to automate common Aloware tasks:

    • Add users to Power Dialer

    • Send SMS to contacts

    • Enroll / Disenroll contacts in Alo Sequences+



What are HubSpot Workflows?

HubSpot Workflows allow you to automate your sales and service processes.

HubSpot Workflows rely on Actions to complete different tasks such as

  • Send email to a lead

  • Create / modify a lead

Read more about HubSpot Workflows and HubSpot Actions.

Aloware provides it's own Actions to allow HubSpot users to integrate Aloware tasks into their HubSpot Workflows:

  • Enroll to sequence

  • Send a message

  • Add to user's Power Dialer

  • Disenroll from all sequences

Screenshot of Aloware Actions in a HubSpot Workflow:


Send a Message (SMS / MMS) Action

To do this, you have to:

  • Go to your HubSpot Account

  • Click on Workflows

  • Choose an existing workflow or create a new workflow

  • Scroll to the bottom of the right sidebar and click on Aloware: Send a Message under Aloware Extensions

Action Properties

  • Line Selector - It loads all the lines that you have in your Aloware account and you can pick the sending line

  • Send as - Send a message as the Account, which means there would be no owner or no owner is connected to that particular message. Send a message as the contact owner - log the message in HubSpot, It will be logged as the contact owner or you can pick any of your agents to send the message.

  • Random Phone Number - This option is good for people that send broadcast messages or they want to send a bulk message campaign, with smart number rotation. Turning this flag on will disable Aloware's Local Presence tool. For most use cases, this should be off.

  • Message - This is the most important property in sending a message. This is where you type in your message and you can use Contact Tokens to pull in a contact's name or other information. HubSpot automatically fills these tokens depending on the value it gets from the contact.

  • Media URL - Last property where you can choose any picture URL. If you put a URL, Aloware fetches the picture from that URL and sends it alongside the message as an MMS.

Workflow can send a message as the contact owner, account, or any other user in your Aloware account.

Send as the Account

Send a message as the Account, which means there would be no owner or no owner is connected to that particular message. It will only show the LINE used for sending the message.

Send as a Contact Owner

Send a message as the contact owner - log the message in HubSpot, It will be logged as the contact owner.

Send as an Agent

Send a message as an agent which means that the agent will be the one sending the message and there would also be no owner or no owner is connected to that particular message.

Enrolling contacts to Aloware Sequences from HubSpot workflows

With this action, you can enroll a contact with an Aloware automation sequence directly from HubSpot workflows, enabling you to continue your communication with the contact through Aloware. This extension is located at the bottom of the right sidebar in HubSpot workflows.

There are two properties to configure for this extension:

  • Sequence - Choose one of the automation that you have on your Aloware account.

  • Force Enroll? - When you force enroll someone to a sequence and if they already in another sequence, They will be disenrolled from their existing sequence and they will be enrolled to a new sequence.


Disenroll for all Sequences Action

What it does is if a contact has a workflow or is currently enrolled in sequence in Aloware, you can disenroll it on HubSpot. This can give you the control and flexibility of managing your Aloware workflow from HubSpot workflow.

Add to a User's Power Dialer Action

To do this, you have to:

  • Go to your HubSpot Account

  • Click on Workflows

  • Choose an existing workflow or create a new workflow

  • Scroll to the bottom of the right sidebar and click on Aloware: Add to user's PowerDialer under Aloware Extensions

Aloware: Add to a User's PowerDialer has a bunch of properties like:

  • User - It selects the Aloware user where you want to add a contact

  • Phone number - Search for a phone number and use it as a mobile phone number or the default phone number for HubSpot in any type of field. Also for other contact property which gives you a lot of flexibility.

  • Direction - This is exactly similar to Aloware's PowerDialer interface if you wish to add a contact at the: TOP - Contact will be added at the top of the PowerDialerBOTTOM -Contact will be added at the top of the PowerDialer

  • Prevent Duplicates - This is also similar to Aloware's PowerDialer interface YES - If you choose to prevent duplicates, then you can't have 2 contacts with the same phone number on the PowerDialer.NO - If you choose not to prevent duplicates, then you will be able to have 2 contacts with the same phone number on the PowerDialer.If a workflow runs twice on a single contact, then only one of the contacts will be enrolled on the PowerDialer.

Select All contacts in HubSpot and enrolls it on a workflow.

*Note - Save time and create this rule only once if you use "Contact Owned" variable in HubSpot 

*Note - Save time and create this rule only once if you use "Contact Owned" variable in HubSpot



For you who works inside HubSpot

We built some tools for you to use so that you don't have to go back and forth between Aloware and HubSpot to set things up. The reason behind this is that for you to stay inside the HubSpot environment and focus on your work while using Aloware as a communication backend. Enroll people directly and forget about Aloware triggers. You don't need to go to Aloware to modify your stuff and you can just send and enroll it from HubSpot. You don't need to worry about setting up disposition triggers, all kinds of triggers, and conditions that can happen in Aloware. You can just rely on HubSpot to take care of everything.

We will automatically create a contact in Aloware for the contacts that you created or enrolled on HubSpot.

Create a contact on HubSpot:
(@veronica - I don't think this belongs; transfer to different article)

Aloware contact from HubSpot:

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