Aloware's power dialer integration with HubSpot automates your outbound calling process, increasing efficiency and productivity. This automation saves time through automatic dialing while maintaining centralized call data and providing real-time analytics.
Prerequisite
Ensure you have successfully integrated your Aloware and HubSpot accounts. Your admin should verify the integration status before proceeding with call automation.
Creating task lists for outbound calls
Step 1: Create a task list
To get started, you’ll need to create a task list for your outbound calls. Here’s a quick guide:
(Optional) You can check your list of owned contacts in the "my contacts" tab.
Navigate to the contacts tab if you have the assigned contacts.
To create a task, follow these steps:
Navigate to Sales > Tasks.
Click the create task from the tasks board.
Set the properties:
Title - give your task a clear and easily understandable name.
Type - set it as "call".
Priority - select either medium or high.
Associated with records - search for contacts or properties to assign.
Assigned to - select the user or agent responsible for handling the task.
Queue - none
Due date - set the duration for completing the task.
Click create to save the task.
Step 2: Start tasks with Aloware's power dialer
Initiate tasks
Click the start task button.
The contact details will appear on the screen. Click call. Make sure that your calling provider is set to Aloware.
Make calls
Choose the line and click call. Set the call and contact dispositions after the call is complete.
Click the next button to proceed to the next contact.
Integrating Aloware power dialer with HubSpot transforms your outbound call process, making it more efficient, productive, and data-driven.