In today's fast-paced business world, effective communication and seamless data synchronization between different platforms are crucial for success. Managing customer relationships and automating marketing tasks, integrating various tools can make a significant difference.
By combining Aloware, with HighLevel, a powerful CRM and marketing automation solution, you can create a robust system that enhances customer interactions and automates your marketing efforts.
In this article, we will provide you with a step-by-step guide on how to integrate HighLevel with Aloware.
Integration Prerequisites
Before diving into the integration process, there are a few prerequisites you need to meet:
Only Admins can enable the Aloware and HighLevel integration.
The Aloware email must match the HighLevel username/email account for the admin to connect HighLevel to Aloware.
Each user (agent) in Aloware and HighLevel should have the same email address to ensure their activities are properly reported in HighLevel.
Authenticating Aloware and HighLevel
Follow these steps to establish a successful integration between Aloware and HighLevel:
Step 1: Access Integrations in Aloware
Login to your Aloware Admin account and go to the Integrations tab.
Step 2: Configure HighLevel Integration
Go to the HighLevel card, and click the Settings button. This will take you to the HighLevel Integration Settings page.
Click the 'Authenticate' button and click on it. This action will initiate the process of validating your HighLevel account.
After authenticating, select the specific HighLevel account to integrate with Aloware.
Click the Proceed button allow Aloware as SMS Provider.
Step 3: Review Integration Settings
Upon selecting your HighLevel account, you will be directed to the HighLevel Integration Settings page. You can review and configure the settings related to the integration:
General - Begin by checking the general integration status to ensure that all settings are correctly configured and the integration is functioning as expected.
Integration Status - Check if the connection is successful or has failed.
Sync Contacts
Ensures that any updates to contact information in HighLevel automatically reflect in Aloware, keeping your contact details in both systems aligned.
Push Contacts - Enables users to transfer contacts from Aloware to HighLevel.
Pull Contacts - Enables users to transfer contacts from HighLevel to Aloware.
The following data fields are synced between Aloware and HighLevel:
Name (First, Last)
Phone number
Email Address
Contact Owner - Contact owners assigned in HighLevel can be synchronized with Aloware if the user also has an Aloware account.
Company Name
Address
City
State
Country
Postal Code
Date of Birth
Website
Timezone
Sync Users - The "Sync Users" button makes syncing Aloware users with HighLevel easy, avoiding manual user creation.
Upon completion, the sync process will provide exact updates, including the time of the last update. This process isn't automatic; you need to initiate it manually.
Aloware Line to send from
Choose an Aloware line to send text messages from within HighLevel. This allows you to select the default line you wish to use for your SMS communications in the HighLevel platform.
You will receive a notification once the contacts and users have successfully synced.
Filters - Set up filters to refine the data that is transferred between the two platforms.
Choose Events to Send - By default, all HighLevel events will be enabled. You can customize the events by filtering specific criteria. If you choose to apply a filter but do not select any options for that filter, no events will be sent.
Type - Specify the communication type you wish to transfer, whether it is related to calls or SMS messages.
Don't create new contacts - Select whether or not you want to create new contacts in HighLevel through this integration.
Don't update contact information - If disabled, "Don't update contact information" any changes made to contact t details in Aloware will automatically synchronize with corresponding contact details in HighLevel.
Don't update contact owner - When you turn off both the 'Don't Update Contact Owners' and 'Don't Update Contact Information' filters, HighLevel and Aloware will update each other's "Contact Owner" information. After disabling these filters, the system ensures that contact owner details are correctly updated in HighLevel. Also, when new contacts are made, they are added to Aloware with their assigned contact owners.
Connection Information - shows all the details about the HighLevel integration. This includes:
User Name - HighLevel account name.
User ID - Represent the user ID of the person who performed the installation.
Location ID - Present only for Sub-Account Access Token.
Company ID - HighLevel Company ID.
Once you have reviewed and configured these settings according to your needs, your Aloware and HighLevel integration is ready.
How to Find the Synced Contacts in Aloware Talk
To find contacts in Aloware Talk, follow these simple steps:
Log in to your Aloware Talk account.
On the Aloware Talk dashboard, locate and click on the "Contacts" menu.
Find HighLevel Imports - In the Contacts page, you will see contacts synced from HighLevel to Aloware Integration, tagged as "HighLevel Import."
Click on one of the imported contacts to view its profile.
View Contact Details - Inside the contact's profile, you can see all the associated contact details, such as their name, phone number, email, and other relevant information.
Check Integration Card - To get a quick look at the main info about the HighLevel integration, check the "Integration" card marked as "HighLevel." This card will show if the data is syncing correctly. If you find any issues with the contact's info, click the "Sync with HighLevel" button to fix it.
With these steps, you can easily find and access contacts within Aloware Talk, particularly those imported from HighLevel as part of your integration. This streamlined process helps you manage and access important customer information efficiently.