By setting up a form-to-text workflow in HubSpot using Aloware integration, you can automate the process of sending text messages to leads immediately after they submit a form. This feature ensures prompt communication with leads, enhancing the customer experience and improving team efficiency. The following guide provides a straightforward, step-by-step process to configure this functionality.
Prerequisite
Ensure Aloware and HubSpot are successfully integrated.
Steps to create a form-to-text workflow in HubSpot
The goal is to automate sending personalized text messages to leads as soon as they submit a form.
Sample form created in HubSpot
Accessing HubSpot workflows
Log in to your HubSpot account.
Navigate to the Workflows section.
Click on "create workflow" and choose from scratch.
Setting up your workflow
Select contact-based and then blank workflow. Click Next.
Click the set up triggers button and choose when an event occurs.
Define the criteria as form submission to enroll contacts who have submitted the form.
Specifying the form
Click +add criteria and select form name.
Choose the specific form you want to trigger the workflow.
Click Save.
Configuring actions
Define the actions that the workflow will execute upon form submission. In this example, the action is to send a text message.
Click the + button to add actions.
In the side panel, select Aloware cloud contact center. This enables the Aloware extension within HubSpot for utilizing its text sending utility.
Choose Aloware: Send a text (SMS/MMS).
Configuring SMS settings
Configure the message content, recipient's phone number, and any personalized information using HubSpot custom properties.
Set the Aloware line from which the text will be sent.
Specify Send as to attribute the message to an agent.
Enter the message content.
Provide the lead's phone number and any media URL if applicable.
Testing and publishing
Test your workflow by enrolling a contact.
Review the workflow settings.
Publish the workflow to start engaging leads via text immediately after they submit the form.
Your workflow will look like this:
By following these steps, you can efficiently automate lead engagement through text messages, enhancing your response time and potentially increasing your conversion rates.