Aloware Support Center

This integration connects HubSpot's workflow automation with Aloware's power dialer. It automates the transfer of leads from HubSpot to different Aloware users' power dialers, enabling your sales team to focus on timely and personalized interactions by eliminating manual tasks.

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.

1. Eliminating manual data transfers - leads are automatically sent to the right sales agent’s power dialer in Aloware.
 
2. Reducing delays in outreach - ensures leads are contacted promptly based on their engagement level or behavior in HubSpot.
 
3. Improving sales efficiency - sales reps can focus on closing deals rather than managing contact lists.

Ensure that <a href="https://support.aloware.com/en/articles/9037420-how-to-integrate-hubspot-with-aloware">Aloware and HubSpot</a> 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.

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In HubSpot, navigate to the Workflows tab.

1. Click create workflow, and select from scratch to start with a clean template. 
 
 
 
2. Select contact-based and click blank workflow, ideal for distribution based on contact properties.
3. Click the Next button.

1. Click set up triggers to define what will start the workflow.
2. In the side panel, select when filter criteria are met.
 
 
 
3. Click the "+add criteria", set your properties, and then click "save".

1. Use the branching logic to distribute deals based on the deal owner.
2. Click the + button to add branches.
 
 
 
3. Select branch. 
 
 
 
4. Select based on single property value.
 
 
 
5. Select a property to branch on and ensure to create a separate branch for each value. This categorizes the contacts for different users.
6. Click Next.

1. For each branch, define the contact owner. Remove any users that are not involved by clicking the delete icon.
2. Click Save.

1. Click the + button to add Aloware actions. 
 
 
 
2. Navigate to Aloware Cloud Contact Center Actions and select Add to the user's power dialer.
 
 
 
3. You can 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:

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.

1. Access the workflow tab
 In HubSpot, navigate to the Workflows tab.
 
 
 
2. Create and select workflow type
 1. Click create workflow, and select from scratch to start with a clean template. 
 
 
 
 2. Select contact-based and click blank workflow, ideal for distribution based on contact properties.
 3. Click the Next button. 
 
 
 
3. Define the starting conditions
 1. Click set up triggers to define what will start the workflow.
 2. In the side panel, select when filter criteria are met.
 
 
 
 3. Click the "+add criteria", set your properties, and then click "save". 
 
 
4. Add branching logic
 1. Use the branching logic to distribute deals based on the deal owner.
 2. Click the + button to add branches.
 
 
 
 3. Select branch. 
 
 
 
 4. Select based on single property value.
 
 
 
 5. Select a property to branch on and ensure to create a separate branch for each value. This categorizes the contacts for different users.
 6. Click Next.
 
 
 
5. Specify contact owners
 1. For each branch, define the contact owner. Remove any users that are not involved by clicking the delete icon.
 2. Click Save. 
 
 
 
6. Configure actions
 1. Click the + button to add Aloware actions. 
 
 
 
 2. Navigate to Aloware Cloud Contact Center Actions and select Add to the user's power dialer.
 
 
 
 3. You can 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: 
 
 
 
7. 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.

What problem does this solve?

Prerequisite

Setting up the workflow in HubSpot