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Integrating Aloware Actions with HubSpot Workflows

Integrate Aloware with HubSpot to automate tasks using Aloware Actions in workflows. Note Aloware's rate limits.

Laarni D avatar
Written by Laarni D
Updated over a week ago

Aloware is a compliant, AI-driven phone system built for CRMs.

When you integrate Aloware with HubSpot, you can include Aloware tasks in your HubSpot workflows. This integration allows Aloware to send call and SMS events directly to HubSpot, letting you listen to them and activate workflows seamlessly.

How It Works

  1. Automate Tasks - With Aloware actions, you can automate various tasks within HubSpot workflows. For example, you can enroll contacts in sequences, send SMS/MMS messages, and add contacts to a user's Power Dialer.

  2. Real-time Data Sync - Aloware sends real-time call and SMS events to HubSpot, ensuring your CRM always has the latest contact activities.

  3. Trigger Workflows - You can use Aloware webhook triggers to start workflows based on specific events, like a contact making a call or receiving an SMS.


How Aloware Actions Complement HubSpot Workflows

When you create HubSpot workflows with Aloware actions, they sync to Aloware in real-time, enhancing your ability to automate and manage customer interactions. Here are some sample ideas on how to use Aloware actions:

  1. Enroll to Sequence - Use this action to add new leads to a welcome sequence you created in Aloware. This ensures that leads receive a series of introductory messages, building engagement from the start.

  2. Send a Message (SMS/MMS) - Utilize this action to send personalized SMS/MMS messages to new subscribers, welcoming them or offering a special promo using Aloware SMS.

  3. Add to User's Power Dialer - Automatically add leads to a sales agent's Power Dialer list for timely follow-ups, improving the chances of conversion. This syncs directly to the agent's Power Dialer in Aloware Talk.

  4. Disenroll from All Sequences - Use this action to manage opt-out requests efficiently, ensuring that contacts no longer receive unwanted automated communications.

  5. Remove Contact from Power Dialer- Quickly remove contacts added by mistake, preventing unnecessary follow-ups and maintaining a clean Power Dialer list in Aloware.

  6. Clear Power Dialer List - Clear a specific Power Dialer list.

Aloware Triggers

  1. Aloware webhook triggers - Use webhooks to trigger workflows based on real-time data from Aloware.

These examples show how Aloware actions can be integrated into HubSpot workflows to improve automation and ensure real-time synchronization, helping you maintain efficient and effective communication with your customers.


How to Add Aloware Actions to HubSpot

After creating your workflow, you can add Aloware actions from the Aloware Extensions.

  1. In your HubSpot account, go to the Workflows tab and either choose an existing workflow or create a new one.

  2. Create a HubSpot Enrollment Trigger and click the + icon to add an action.

  3. Scroll to the bottom of the right sidebar and select from the four (4) Aloware Actions.


Aloware: Enroll to Sequence

After creating your HubSpot workflow, you can add the Enroll a Sequence action to include the contact directly to an Aloware sequence.

  1. Sequence - Allows a contact to be enrolled in a specific sequence in Aloware.

  2. Force Enroll?

    1. Yes - Ensures that the contact is added to the sequence even if they are already enrolled in another one.

    2. No - The contact won't be enrolled by default unless they aren't currently a included to any sequence.


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 means that the method will search for all email sequences, workflows, or other automation campaigns that the contact is engaged in and disenroll them from those.

This action is useful when a contact wishes to stop receiving automated communications or when there is a need to manage their communication preferences.

  • Create a Workflow for Disenroll from all Sequences Action

  • Manually enroll the contact from HubSpot to disenroll from all sequences.


Aloware: Remove Contact from Power Dialer

You can easily remove a contact from all Power Dialer lists in your Aloware account. This feature ensures that agents don’t accidentally contact someone who was previously added.

This is especially useful if you added a contact by mistake and want to make sure they are not contacted again.


Aloware: Clear Power Dialer List

This function is capable of clearing a specific Power Dialer list with automation. It can be triggered by any workflow possible in HubSpot and it is not limited to contact enrollment.


Aloware Webhook Triggers

Webhooks offer a fast way to send real-time data directly from Aloware, avoiding the delays common with traditional data-checking methods. This makes the connection between Aloware and HubSpot quicker and more efficient.

Webhook Events - The list of events enables you to select the specific data/ information you want to receive on HubSpot. You can select individual events or select all events. It is recommended to have one selection per webhook to optimize data organization and efficiency.

Contact Created

When you add a new contact in Aloware, it immediately informs your webhooks about this new contact, sharing their details. This way, you know right away when someone new is added, helping you keep your contact list current.

Contact Updated

If you change information for a contact in Aloware, it quickly updates your webhooks with the new details. This keeps you in the loop with the most recent information, ensuring your records are always accurate.

Contact Disposed

When you change a contact's status in Aloware, it lets your webhooks know about this change. You get updates fast, so you can react quickly to any new statuses set for your contacts.

Contact DNC Updated

Aloware notifies your webhooks anytime a contact's Do Not Contact (DNC) status changes. This information helps you respect contact preferences and stay compliant with communication rules.

Communication Initiated

As soon as you start talking or messaging with a contact in Aloware, it informs your webhooks. This notification allows you to track when and how you're reaching out to people, making managing your communication efforts easier.

Communication Disposed

If the status of a message or call changes in Aloware, it updates your webhooks immediately. Stay on top of these changes to understand how your communications are being received and to adjust your strategies accordingly.

Appointment Saved

Once you schedule an appointment in Aloware, it shares this information with your webhooks. Keep informed about your appointments to better organize your schedule, prepare for meetings, and ensure you don't miss any commitments.

Call Disposed

When you decide on the outcome of a call in Aloware, it notifies your webhooks. This way, you can keep a close eye on call results, helping you analyze how effective your calls are and improve future calls.

Voicemail Saved

Aloware tells your webhooks whenever a voicemail is recorded. This alert helps you quickly respond to voicemails, ensuring you're prompt in following up with contacts and maintaining efficient communication.

Recording Saved

After you save a call recording in Aloware, it sends this information to your webhooks. Stay updated with recordings for quality checks, training, or legal reasons, ensuring you have a detailed history of your calls.

Transcription Saved

Aloware notifies your webhooks when a call's transcription is saved. Use these transcriptions to review conversations, get insights without listening to entire recordings, and keep detailed records of your communications.


Aloware Action Requests Rate Limits

Aloware can receive up to 5000 requests max per minute per account from HubSpot Aloware Actions. The speed of actual messages sent will likely be much lower and is greatly influenced by:

  1. Type of phone number (local or toll-free)

  2. A2P 10DLC or Toll-free verified registration + Brand (TCR) score + Campaign limitations

  3. Number of phone numbers in the line

You can calculate their Message per second ratio to determine how many phone numbers they need to send large volumes of texts.

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