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What are HubSpot Workflows?
HubSpot Workflows allow you to automate your sales and service processes, which rely on Actions to complete different tasks such as
Send an email to a lead
Create/modify a lead
When Aloware and HubSpot integrate, Aloware provides its own Actions to let HubSpot users include 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:
Let's learn about Aloware's actions in this article.
How to Add Aloware Actions to HubSpot
After creating your workflow, you can add Aloware actions which can be found in the Aloware Extensions.
To do this,
In your HubSpot account, click the Workflows tab
Choose an existing workflow or create a new workflow
Add a HubSpot Enrollment Trigger, and click the + icon to add an action
Scroll to the bottom of the right sidebar and select on the four (4) Aloware Actions
Aloware Actions and its Properties
Aloware: Enroll a Sequence
After creating your workflow, you can add the Enroll a Sequence action to your HubSpot workflow that will include a contact in your HubSpot automated sequence.
Sequence - Assign a workflow for a contact that you have on your Aloware account
Force Enroll? - Disenroll the contact from a sequence and enroll them in this new sequence.
Aloware: Send a Message (SMS/ MMS) Action
Sending a message action allows HubSpot users to send SMS and MMS using Aloware messenger. You can customize the Aloware Line, agent, and message template.
Aloware Line to send from - Select from your Aloware lines to send messages
Send as (agent attribution) - Send a message as the agent, which means there would be no owner or no owner is connected to that particular message
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.
Screenshot of Aloware Send a Message Action:
Aloware: Add to a User's Power Dialer Action
You can also enroll contacts to Aloware's Power Dialer.
User - It selects the Aloware user where you want to add a contact
Phone number - Assign a phone number and use it as a mobile or default phone number for HubSpot
Direction - Identify where you want to add the new contacts
Top - On top of the Power Dialer list or
Bottom - at the bottom of the Power Dialer list
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
📝 Note - If a workflow runs twice on a single contact, then only one of the contacts will be enrolled on the PowerDialer
Aloware: Disenroll from all Sequences Action
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.
To do this,
Create a Workflow for Disenroll from all Sequences Action
Manually enroll the contact from HubSpot to disenroll from all sequences