The Aloware-HubSpot integration synchronizes contact data between both platforms, ensuring your team has access to current customer information.
What does this integration do?
The HubSpot-Aloware integration syncs contacts, call outcomes, deals, and lead statuses between HubSpot and Aloware. Here's what it can do:
Two-way sync of contacts - updates contact information across both platforms, keeping your customer data aligned.
Pull lead statuses - synchronizes lead statuses from HubSpot to Aloware as contact dispositions.
Sync call outcomes - retrieves call outcomes from HubSpot and updates them in Aloware, ensuring accurate call tracking.
Activity logging - logs SMS activities and call events in HubSpot for a complete communication history.
Deal synchronization - pulls deal information from HubSpot, making it easier to manage contacts based on deal ownership in Aloware.
What problem does this solve?
Manual data management across platforms creates outdated contacts and fragmented communication records.
The HubSpot-Aloware integration automatically syncs your data, keeping contact information current across both systems. Your teams can focus on customer interactions instead of administrative tasks, accessing accurate information instantly for better decision-making and personalized communication.
How can a business admin use this?
Connect HubSpot to Aloware and set up your sync settings as needed. The two-way sync feature ensures that contact information is updated automatically in both platforms for consistency.
Lead statuses and deal information from HubSpot sync into Aloware, allowing for real-time tracking and management. All communication activities, including calls and SMS, are automatically logged in HubSpot, providing a complete interaction history.
How can an average user use this?
Average users, such as sales professionals and customer service representatives, can directly make calls, send messages, and access automated workflows within HubSpot, leveraging features like click-to-call, SMS/MMS communication, and power dialer to enhance their efficiency in communicating with leads and customers.
Important configuration
How to sync and update HubSpot contacts and lists
Once the integration between HubSpot and Aloware is successfully established, you can go ahead and configure your syncing settings.
There are six (6) sync functions available, each serving a specific purpose:
Two-way sync contacts
Push contacts - to update your contacts from Aloware to your HubSpot account, click the "push contacts" button.
Pull contacts - to update your contacts from HubSpot to your Aloware account, click the "pull contacts" button.
The following contact fields are pulled to Aloware:
Contact name
Email address
Contact owner - click the pull button to update if contact ownership changes in HubSpot are not reflected in Aloware
Phone number
If you find any discrepancies in the contact's profile, read this guide to fix it.
One-way sync users
Clicking the "sync users" button allows you to establish a one-way sync for your users. This ensures that the current users in Aloware are synced with HubSpot, eliminating the need to create new users.
Learn how to fix the discrepancies of contact owners between HubSpot and Aloware in this guide.
One-way to pull lead statuses
The "pull lead statuses" button synchronizes your HubSpot lead statuses with Aloware as contact disposition statuses. This ensures that both platforms maintain aligned and consistent statuses.
Lead status in HubSpot: New
Contact disposition in Aloware: New
One-way pull call outcomes
Click the "pull call outcomes" button to sync your HubSpot call outcomes with Aloware as call dispositions. This enables accurate tracking and management of call outcomes across both platforms.
List of call outcomes in HubSpot:
Pulled call dispositions in Aloware:
One-way pull activity types
The Pull activity types button retrieves your HubSpot call types and updates them in Aloware's HubSpot type field. This ensures that the types of calls you've categorized in HubSpot are accurately mirrored in Aloware.
After a call, you can easily label the call with the corresponding HubSpot type, similar to assigning a call outcome.
Call and meeting types in HubSpot:
Call type pulled to Aloware:
One-way pull deals
Click the Pull Deals button to transfer the ownership information of your HubSpot deals directly into Aloware.
This feature allows you to manage your contacts in Aloware based on the deal owners identified in the (IVR) system.
Notifications
Once you initiate the syncing process, Aloware will run the queue and send you a confirmation email upon completion. This confirmation email is a notification that the sync has been successfully processed.
Remember, this configuration only needs to be done once, as Aloware will automatically keep your contacts and information in sync from that moment onwards.
Settings
In addition to the integration features mentioned earlier, Aloware provides additional settings that enhance the functionality of the HubSpot integration.
Log text messages as SMS activity
When you send SMS messages using Aloware, this setting allows the messages to be logged as SMS activity in HubSpot. This ensures that all communication history is accurately recorded and easily accessible within your HubSpot account.
If you found discrepancies in the SMS activity log, follow this guide to fix it.
Send call events (Beta)
This setting enables the sending of call events from Aloware to HubSpot. By activating this feature, you can capture call data and activities in HubSpot, providing a comprehensive view of your customer interactions across both platforms.
Please note that this feature is currently in beta and may undergo further enhancements and improvements.
By effectively syncing and updating your HubSpot contacts within Aloware, you can optimize your contact management processes and empower your sales and marketing teams with accurate and up-to-date information. Follow the provided guide to configure the sync functions and leverage the integration to streamline your operations and enhance customer engagement.