This comprehensive guide demonstrates how to automate customer responses upon form submissions on your website, leveraging the powerful integration of Aloware and HubSpot. By implementing a tailored sequence that utilizes both preview and progressive dialers, you can significantly enhance lead response time and effectiveness.
Seamless integration connects Aloware with HubSpot to automatically respond to form submissions, making it easy to engage with customers right after they submit a form.
Aloware sequences activation starts pre-set actions in Aloware when a form is submitted, ensuring quick and efficient follow-up with customers.
Preview dialer connection uses Aloware's preview dialer to connect available agents with customers, speeding up communication.
Progressive dialer engagement handles interested customers through Aloware's Progressive Dialer, transferring calls to other agents if needed, keeping the conversation going.
Continuous and effective engagement maintains ongoing interaction with customers, improving their experience and increasing the chances of conversion.
Prerequisite
Ensure Aloware and HubSpot are successfully integrated.
Overview of automated customer engagement
When a customer submits a form on your website, it triggers a series of automated steps to engage them quickly and efficiently. Here’s how it works:
Form submission - the customer fills out and submits a form on your website.
HubSpot workflow enrollment - the submission automatically adds the customer to a HubSpot workflow.
Aloware sequence activation - this enrollment starts an Aloware sequence.
Preview dialer connection - Aloware’s preview dialer finds and connects an available agent with the customer.
Interest Detection - If the customer shows interest by pressing '1', the progressive dialer takes over.
Progressive Dialer Engagement - the progressive dialer connects the call to another group of agents who continue the interaction.
This process ensures continuous and effective engagement, enhancing the customer experience and boosting conversion chances.
Step 1: Create a workflow in Aloware
Start with setting up the preview dialer followed by the progressive dialer. Use this guide to create your sequence in Aloware.
Step 2: HubSpot workflow
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."
Hit 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
Click the "+" button to add actions.
In the side panel, select "Aloware cloud contact center."
Choose "Aloware: enroll to sequence."
Configuring Aloware sequence settings
Add the Aloware sequence in the sequence field.
You can allow force enroll or not.
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:
Once a lead submits a form, it will trigger the workflow and the lead will be enrolled in the Aloware sequence. You can view the enrolled contacts under the sequences+ menu in the contacts tab.
