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How to trigger HubSpot workflows via Aloware webhook
Laarni D avatar
Written by Laarni D
Updated over 2 weeks ago

Webhooks offer a fast way to send real-time data directly from Aloware, avoiding delays common with traditional data-checking methods.

Prerequisite

  1. You must have HubSpot Operations Hub Professional and Enterprise.

  2. Make sure Aloware and HubSpot are connected and working together.


Step 1: Getting your webhook URL from HubSpot

  1. Log into HubSpot

    Navigate to the Workflows tab and create a new workflow by selecting from scratch.

  2. Select workflow type

    Choose contact-based, select the blank workflow option, then click Next.

  3. Create webhook event

    1. Navigate to the actions tab, select set up triggers, and choose from a webhook in the side panel.

    2. Click create a webhook event (you can create up to 10 events).

    3. Name your webhook event clearly and click Next.

    4. Copy the URL provided by HubSpot into the Aloware webhook field; HubSpot will automatically test the event.

  4. Review the test event

    Confirm if it is correct. If it doesn't look right, retry and send a new test event.

  5. Map the data for your webhook’s properties.

    1. Label it in a way that will be easily identifiable in HubSpot.

    2. Set the data type for each incoming Aloware property label.

    3. Remove or add properties as needed for your webhook event.

    4. Match the email field to ensure the relevant contacts are entered into your process.

  6. Confirmation

    Your webhook event was successfully created!


Step 2: Setting up the webhook in Aloware

  1. Access Aloware admin

    1. Log into your Aloware admin account and navigate to the integrations menu.

    2. Find the webhook card and click Settings.

  2. Add webhook - 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 if 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.

      • 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.

    • Set 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.

      • 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

  1. Setup triggers in HubSpot

    1. Click setup triggers and choose from a webhook.

    2. Select call webhook event.

  2. Configure contacts

    1. Enroll contacts to test the configuration

    2. Save the setup.

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.

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