The Aloware-HubSpot integration connects your communication and CRM systems to help teams manage contacts, calls, and messages in one place. This guide provides an overview of the integration’s main features and explains how each component works.
Admins can connect Aloware and HubSpot by configuring authentication settings, mapping users, and linking channel accounts. These settings ensure that data such as calls and messages can be shared between both systems accurately. User mapping also helps assign calls and messages to the correct HubSpot owner.
Contact data between Aloware and HubSpot updates automatically. When a contact or field is edited in one system, changes appear in the other. Admins can map properties, such as call dispositions, time zones, and DNC preferences, to ensure both platforms display consistent and current information. Syncing static and dynamic lists allows users to group and access specific contacts based on defined criteria.
Agents can make calls and send SMS messages directly from HubSpot using Aloware’s Talk2 dialer and SMS integration. Calls and messages are automatically recorded and logged in HubSpot. These tools allow agents to handle communication tasks without switching between multiple applications.
Aloware adds workflow actions to HubSpot, allowing users to automate tasks such as starting calls, sending SMS messages, or updating dialer lists. Workflows can also trigger webhooks to perform actions in real time. These automations reduce repetitive work and help ensure consistent follow-up processes.
Aloware automatically logs call and message activities in HubSpot, allowing users to review communication records for each contact. Reporting tools track response times, call counts, and engagement duration. These metrics help teams identify patterns in customer interactions and evaluate contact performance.
Admins can configure inbound calls to route based on HubSpot contact ownership or the most recent engagement. This setup ensures that returning customers are directed to the appropriate agent. Multi-entity support also allows businesses with several HubSpot accounts to connect them to a single Aloware workspace.
The integration supports Aloware actions in ticket and deal-based workflows. Calls and messages made in relation to a deal or ticket are tracked and linked to the corresponding record. This provides a clear communication history for support and sales processes.