What does this integration do?
This integration connects HubSpot's workflow automation with Aloware's power dialer, enabling businesses to streamline lead follow-ups an enhance sales outreach.
By automating the process of sending leads from HubSpot directly to Aloware's dialer, it removes manual tasks and helps your sales team focus on timely, personalized interactions.
What problem does this solve?
Many sales teams struggle with managing and contacting leads efficiently. Manually exporting and importing lead lists between CRM and dialer systems can be time-consuming and prone to errors. This integration solves that issues by:
Eliminating manual data transfers - Leads are automatically sent to the right sales agent’s power dialer in Aloware.
Reducing delays in outreach - ensures leads are contacted promptly based on their engagement level or behavior in HubSpot.
Improving sales efficiency - sales reps can focus on closing deals rather than managing contact lists.
Prerequisite
Ensure that Aloware and HubSpot are properly integrated.
The goal is to automatically send leads to different agents' power dialers without needing to manually import lists for each team member. This saves time and cuts down on manual work.
Here's a step-by-step guide on how to set up this workflow:
Creating the workflow in HubSpot
The workflow is designed to automatically assign contacts based on specific criteria to different team members' Power Dialers. Here’s how to set it up:
Access the workflow tab
In HubSpot, navigate to the "Workflows" tab.
Create and select workflow type
Click "create workflow", and select "from scratch" to start with a clean template.
Select "contact-based" and then click "blank workflow", ideal for distribution based on contact properties.
Click the "Next" button.
Define the starting conditions
Click "set up triggers" to define what will start the workflow.
In the side panel, select "when filter criteria is met".
Click the "+add criteria", set your properties, and then click "save".
Add branching logic
Use the branching logic to distribute deals based on the deal owner.
Click the "+" button to add branches.
Select branch.
Select "based on single property value".
Select a property to branch on and ensure to create a separate branch for each value. This categorizes the contacts for different users.
Click "next."
Specify contact owners
For each branch, define the contact owner. Remove any users not involved by clicking the delete icon.
Click Save.
Configure actions
Click the "+" button to add Aloware actions.
Navigate to "Aloware Cloud Contact Center Actions" and select "Add to user's power dialer."
You can just configure your power dialer settings, then click Save.
User – assign the user who will receive the contacts.
Phone number – specify the contact’s phone number.
Direction – choose whether the contact should be placed at the top or bottom of the list.
Prevent duplicates? – specify if the system should avoid duplicate contact numbers.
Allow international numbers? – decide if international phone numbers should be included.
This is how your workflow will look like:
Testing the workflow
Before fully implementing, test the workflow to ensure it operates correctly. Set up test deals and observe if they are correctly routed to the designated power dialers.
