Integrating Aloware into your HubSpot workflow enables the functionality to send SMS messages directly to your contacts. This feature facilitates efficient communication and allows for streamlined interactions with your audience, making it easier to manage various operational tasks.
Prerequisites
Ensure that you meet the following prerequisites before setting up the workflow:
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.
Step 2: Configure the message properties and click Save.
Aloware line to send from - specify the phone number within Aloware used to 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 - input the content of the message. 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.
Your workflow should look like this:
Step 3: Verify the SMS workflow
Click on Enrollment History to see the contacts enrolled and those who have completed the workflow.
SMS messages sent to leads will be synchronized with Aloware Talk, ensuring that all communications are tracked.
By following these steps, you can effectively integrate Aloware with HubSpot, enhancing your communication strategy with SMS capabilities.