What is Aloware Talk2 dialer in HubSpot do?
The Aloware Talk2 dialer works directly within your HubSpot interface, letting you make calls without switching between applications. When integrated, you'll see Aloware as your calling option whenever you click a contact's phone number in HubSpot.
Getting Started with Talk2
Before making your first call, you'll need proper authentication and security setup. The integration works with HubSpot Starter, Professional, and Enterprise editions. Your admin handles the initial connection between HubSpot and Aloware, after which you'll set up two-factor authentication (2FA) for secure access.
To streamline your calling process, set your default outbound line in Aloware settings. Without this, you'll need to choose a line each time you call. Your admin can help configure your default line if needed.
Making calls through HubSpot
When you click a contact's phone number in HubSpot, you'll see Aloware as your calling option.
The first time you use it, you'll complete 2FA verification. After that, calls connect automatically through your default line.
During calls, you have several tools available:
Transfer calls to other agents or groups
Drop pre-recorded voicemails when needed
Park calls for later pickup
Access call scripts for guidance
Record conversations automatically
The system shows you who you're talking to and their HubSpot information throughout the call. This helps you maintain context during conversations.
Working with transfers and scripts
Sometimes you'll need to transfer calls to colleagues or different departments. The Talk2 dialer shows you available agents and their names during transfers. You can either:
Speak with the receiving agent before transferring (warm transfer)
Send the call directly to another line (cold transfer)
For calls that need to wait, use the park feature. Find it in the "More" menu during active calls. Any authorized agent can retrieve parked calls later.
Call scripts appear in a side panel when you need them. Access them through the "More" menu during calls. Your administrator creates and updates these scripts in Aloware, customizing them for different situations.
Managing call records
Every call automatically creates records in both HubSpot and Aloware. When you end a call, the wrap-up screen appears automatically - no refresh needed. Here you'll:
Add notes about the conversation
Select the call outcome
Complete any required fields
The system syncs this information between platforms immediately, keeping your records current in both places.
Making the Most of Talk2
For best results:
1. Set your default line at shift start
2. Review contact history before calling
3. Use scripts when provided
4. Complete wrap-up notes promptly
5. Update contact information as needed
Keep your records clean by writing clear notes and using correct disposition codes. Regular review of call recordings helps improve future interactions.
What is Aloware Talk2 dialer in HubSpot?
The Aloware Talk2 dialer integrates within HubSpot, allowing users to make outbound calls directly from HubSpot. It provides features like call recording, voicemail drops, call scripts, and call transfers, without needing to switch between applications.
What problem does this solve?
Having separate platforms for calls and CRM tasks can interrupt the workflow. The Aloware Talk2 dialer solves this issue by enabling users to make and manage calls directly within HubSpot. It simplifies the calling process and helps keep contact records and call logs in one place.
Key features of Aloware Talk2 dialer in HubSpot
Outbound calling - make calls directly from HubSpot using Aloware as the dialer.
Call tools - use features like call transfer, voicemail drop, call recording, and customizable call scripts.
Contact integration - click on contact names to view activity history and log call activities.
Secure access - two-factor authentication ensures secure access to the dialer.
Call logging - calls are automatically logged in both HubSpot and Aloware, providing a complete activity record.
How can a business admin use this?
Admins can use the Aloware Talk2 dialer to manage calls and monitor team activities directly in HubSpot.
Monitor call logs and recordings - view call logs and access recordings within HubSpot to review team performance.
Set up call scripts - create and edit call scripts in Aloware to assist users during calls.
Enhance security - enable two-factor authentication (2FA) for secure access to the dialer.
How can agents use this?
For users handling calls and customer interactions, the Aloware Talk 2 dialer offers an easy way to manage calls:
Making calls - click on a contact's phone number in HubSpot to initiate a call using Aloware as the call provider.
Accessing call features - use tools like call transfer, voicemail drops, and call recording directly from the dialer.
Using call scripts - open a script during a call for guidance, ensuring consistent communication.
How does this relate to other Aloware tools?
The Aloware Talk2 dialer integrates with other Aloware features, like contact records, and messaging tools. It syncs call logs and activity history with HubSpot and Aloware, allowing users to view detailed records and maintain consistent data.
Important configurations
To get started with the Aloware Talk 2 dialer, make sure the following configurations are in place:
Integration setup - the Aloware integration must be configured in HubSpot. This is available for starter, professional, and enterprise. Read this guide on how to authenticate HubSpot with Aloware.
Two-factor authentication - 2FA provides an extra layer of security for accessing the dialer. Users will be prompted to authenticate when logging in.
Set default outbound line - users can select a default outbound line in Aloware settings. If a line is not set, users will need to select one before making calls. Read this guide to learn how to set your outbound line.
Customize call scripts - admins can create and update call scripts in Aloware to help guide users during calls.
How to use Aloware Talk2 dialer in HubSpot
Access HubSpot and select a contact
Open your HubSpot account and find the contact you want to call.
Initiate the call
Click the call button, and select Aloware as your call provider.
Authenticate with 2FA
Complete the two-factor authentication once prompted ensuring secure access to the Talk 2 dialer.
Select an outbound line and make the call
Select a line if no default is set in the user settings. During the call, use the dialer features like call transfer, voicemail drop, and access to call scripts.
Log call activities
All call details will sync automatically between HubSpot and Aloware.
Other functions
Contact integration and connectivity
The Aloware Talk2 dialer allows you to open a new tab or window opens to track specific contact activities in Aloware.
Add, introduce and transfer calls
During a call, users can add, introduce, or transfer calls to other users, ring groups, or external numbers. When a call is transferred, the other agent's name is displayed in the dialer.
Park call
Users can park calls to place them on hold and resume them later. To park a call, click More on the dialer and select the Park call option.
Scripts
Pre-written scripts help guide users during calls. These scripts can be customized to suit specific needs. To access a script during a call, click More and select the script from the menu.
Call ended and wrap-up status
When a call ends, the wrap-up status automatically updates, eliminating the need for manual refresh. Users can quickly exit the wrap-up status and complete follow-up actions.
