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.
Feature | Feature Description | Benefits |
Seamless integration | Seamlessly integrate Aloware and HubSpot to automate responses to form submissions. | Streamline customer engagement by automating responses when forms are submitted on your website. |
Aloware Sequences Activation | Activate predefined sequences in Aloware immediately upon form submission. | Ensure prompt and efficient engagement with customers through automated sequences. |
Preview Dialer Connection | Establish swift connections between available agents and customers using Aloware's Preview Dialer. | Quickly connect available agents to customers, ensuring efficient communication. |
Progressive Dialer Engagement | Engage customers demonstrating interest through Aloware's Progressive Dialer. | Detect customer interest and seamlessly transfer calls to another group of agents for continued interaction. |
Continuous and Effective Engagement | Continuously engage customers to enhance their experience and boost conversion rates. | Enhance customer experience and increase conversion chances with immediate and continuous engagement. |
Prerequisite
Ensure Aloware and HubSpot are successfully integrated.
Overview of Automated Customer Engagement
When a customer submits a form on your website, this triggers a series of automated responses designed to engage them promptly and efficiently. Here’s the process:
Customer Form Submission: A customer completes and submits a form on your website.
Enrollment in HubSpot Workflow: The form submission automatically enrolls the customer in a specific HubSpot workflow.
Aloware Sequence Activation: This enrollment triggers an action to activate an Aloware Sequence.
Connection by Preview Dialer: The Preview Dialer in Aloware searches for and connects an available agent to the customer.
Customer Interest Detection: If the customer shows interest by pressing '1', the Progressive Dialer engages.
Engagement by Progressive Dialer: The Progressive Dialer then connects the call to a second group of agents who take over the interaction.
Continuous and Effective Engagement: This process ensures that the engagement is continuous, immediate, and effective, improving the customer experience and increasing the chances of conversion.
Step-by-Step Guide
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
Setting Up Your Workflow
Specifying the Form
Configuring Actions
Configuring Aloware Sequence Settings
Testing and Publishing
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.