In this article
HubSpot Workflow and Aloware Power Dialer
You can automate your business workflow as a HubSpot user using triggers and actions. You can define criteria for enrolling contacts and taking action based on their properties.
Admins can create a list of contacts to engage in with Aloware Power Dialer integration to HubSpot, allowing agents to focus on what they are expected to do: convert leads to sales.
In this article, you will learn
how to enroll and assign your contacts to a selected user
create a task list and use the Aloware Power Dialer feature
complete the task in Aloware Power Dialer
Prerequisites
Only applies to HubSpot Marketing Hub Professional Enterprise, Sales Hub Professional Enterprise, Service Hub Professional Enterprise, Operations Hub Professional Enterprise.
How to Add Tasks in HubSpot with Aloware Power Dialer
Step 1: Create your Workflow
In your HubSpot account, navigate to Automation
Select Workflows
Name your workflow
Select Contact-based > Blank Workflow
Click the Next button
The Workflow is set to Contact Enrollment Trigger
This trigger enrolls contacts in the workflow
Click the "+" button to add the Workflow Actions
Then, the Choose An Action side panel displays
From the Available Actions tab > navigate to Record Management
Select Create Task
Create Task side panel displays
Set the following properties in your Create Task:
Title - click the Contact Token and select Contact Owner
Due Date - Select between Immediately or to Set a Date
Email Reminder
Notes - Short description of the task
Type - Call
Associate with Records
All associated company records
All associated deal records
All associated ticket records
Add to shared task queue - None
Priority - Select from Low, Medium, High, or None
Assign task to - Select from the list of users
Which contact owner - Select the contact owner
Then, click the Save button
Here's what your workflow should look like:
Step 2: Create a Task List
(Optional) You can check your list of owned contacts in the My Contacts Tab
Navigate to the Contacts tab
Check if you have the list of contacts assigned to you
Navigate to Sales > Tasks
Click the Create Task from the Tasks Board
Set the following properties:
Title - Name your tasks that are easily understood
Type - Set this to Call
Priority - Medium or High
Associated with Records - You can search contacts or properties to assign
Assigned to - Assign the user or agent to handle the tasks
Queue - None
Due Date - Set the duration of the task
Click Create
The task created is displayed on the Task board
Step 3: Start Tasks with Aloware Power Dialer
Click the Start Task button
Contact displays on the screen > Click Call
Make sure that your Calling Provider is set to Aloware
Set the Line to use, and click the Call button
Assign the Call and Contact Dispositions, and click the Complete button once done
Click the Next button to proceed to the next Contact
Here's how the call proceeds:
