Webhooks offer a fast way to send real-time data directly from Aloware, avoiding the delays common with traditional data-checking methods. This makes the connection between Aloware and HubSpot quicker and more efficient.
Prerequisite
Before you begin, please ensure that you meet the following requirements:
You must have HubSpot Operations Hub Professional and Enterprise.
Make sure Aloware and HubSpot are connected and working together.
Step 1: Getting Your Webhook URL from HubSpot
You need to get the webhook URL in HubSpot to add it in Aloware.
Log into your HubSpot account, navigate to the Workflows tab, and create a new workflow by selecting "From Scratch".
Select "Contact-based", choose the blank workflow option, then click "Next".
Navigate to the "Actions" tab, select "Set up triggers", and choose "From a webhook" in the side panel.
Click "Create a webhook event". You have the option to create up to 10 events.
Name your webhook event clearly and click "Next".
Copy the URL HubSpot provides into the Aloware webhook field; HubSpot will then automatically test the event.
Review the Test Event and confirm if it is correct. If it doesn't look right, retry and send a new test event.
Map the data for your webhook’s properties. The properties from your webhook's test event are included by default. Review each property to:
Label it in a way that will be easily identifiable in HubSpot.
Set the data type for each incoming Aloware property label.
Remove or add properties as needed for your webhook event.
To match your enrollment property, select an Aloware webhook property that exactly matches the HubSpot "Email" field. This guarantees that you enter the relevant contacts into your process.
Your webhook event was successfully created!
Step 2: Setting up the Webhook in Aloware
In your Aloware Admin account, navigate to the Integrations menu.
Find the Webhook card and click "Settings".
Click the Add Webhook button and fill in the details:
Name - Choose a name for your webhook.
Description - Provide a brief description of what the webhook does.
URL - Paste the webhook URL you got from HubSpot here.
Authentication Method - Select how HubSpot will verify it's Aloware sending the data. Options are:
None
Basic
Bearer
Delay - If needed, set a delay (in seconds) before the webhook sends data.
Events - Choose which event or multiple events should trigger the webhook. Options include:
Contact Created: Triggers when a new contact is made.
Contact Updated: Triggers when a contact is updated.
Contact Disposed: Triggers when a contact is disposed of.
Contact DNC Updated: Triggers when a contact's Do Not Call status is updated.
Communication Initiated: Triggers when communication starts.
Communication Disposed: Triggers when communication ends.
Appointment Saved: Triggers when an appointment is saved.
Call Disposed: Triggers when a call ends.
Voicemail Saved: Triggers when a voicemail is saved.
Recording Saved: Triggers when a recording is saved.
Transcription Saved: Triggers when a transcription is saved.
Filters - Use filters to specify what data should trigger the webhook. Note that if you select a filter but no options for that filter are selected, no events will be sent. You can filter by:
Direction - Either inbound or outbound
Type - Filter by communication type.
Call
SMS
RVM
Email
Note
Sys Note
Appointment
Reminder
Communication Disposition Status
Completed
Abandoned
Missed
Failed
Placed
Contacts - Filter by contact type
All
Disposed contacts
Selected dispositions
Skip Lines - Exclude any lines you don't want to include.
Duration - Set how long a communication (duration or talk time) must last to count, in minutes.
Qualified Contacts - Choose to only create contacts if a qualified communication meets the filters.
Step 3: Setting up Aloware webhook triggers in HubSpot
In HubSpot, click "Setup Triggers" and choose "From a webhook".
Select the "Call webhook" event.
Configure your contacts to be enrolled to test, then click "Save".
Example: When Aloware sends a webhook after a contact registers, trigger a workflow and add eligible contacts.
Note: The workflow will only trigger if your HubSpot account has a record with the matching unique property value.
