Integrating Aloware into your HubSpot workflow allows you to send SMS messages to your contacts, boosting your communication and engagement efforts.
Sample scenarios for Aloware SMS messaging in HubSpot
When you create a workflow in HubSpot and use the Aloware action "Send Message," you can:
Appointment reminders - automatically send SMS reminders to clients about upcoming appointments, reducing no-shows and improving scheduling efficiency.
Event invitations - send personalized SMS invitations for webinars, conferences, or workshops, ensuring contacts receive event details promptly.
Promotional campaigns - deliver SMS messages with offers, discounts, or new product announcements to engage customers and boost sales.
Customer support updates - provide real-time updates on support tickets or service requests via SMS, enhancing transparency and satisfaction.
Feedback requests - send SMS messages requesting feedback after purchases or interactions, gathering insights for continuous improvement.
By leveraging the features and benefits of Aloware SMS messaging within HubSpot, you can significantly enhance your communication strategy, driving better engagement and business outcomes.
Prerequisites
Before you begin, please ensure that you meet the following requirements:
You must have HubSpot marketing hub professional enterprise, Sales hub professional enterprise, Service hub professional enterprise, or Operations hub professional enterprise.
Your Aloware and HubSpot accounts must be integrated.
How to create SMS sending workflow
Step 1: Setting up your workflow
In your HubSpot account, navigate to Automations > Workflows.
Click create workflow and select either from scratch or from template. For this example, select from scratch.
Choose contact-based, then blank workflow as your triggers and actions. Click next.
Set up your triggers based on your preferred criteria.
Click the + button to add actions. From the choose an action panel, go to Aloware actions and select Aloware: send a message.
Configure the following properties:
Aloware line to send from - specifies the phone number within Aloware that will send the SMS or MMS.
Send as (agent attribution) - send a message as the agent, which means there would be no owner or other owner connected to that particular message.
Message - this is the most important property in sending a message. This is where you type in your message, and you can use contact tokens to pull in a contact's name or other information. HubSpot automatically fills these tokens depending on the value it gets from the contact.
Phone number (optional) - this field indicates the contact's phone number. If you choose 'user personal line' and select a specific agent under 'send as', then that user must have a personal line in Aloware.
Media URL (optional) - allows you to attach media content (jpg, png, and gif) that will be sent along with the message.
When using this action, make sure to select your phone number properties to either the phone number or mobile number.
Click save once done.
Your workflow should look like this:
Step 2: Checking the SMS workflow
To verify if the SMS workflow in HubSpot is functioning correctly, click enrollment history. This will show the contacts enrolled who have completed the workflow.
SMS messages sent to leads are also synced to Aloware talk, ensuring all communications are tracked.
By following these steps, you can effectively integrate Aloware with HubSpot, enhancing your communication strategy with SMS capabilities.