As a HubSpot user, you can automate your business workflow with triggers and actions, helping you enroll contacts and take specific actions based on their properties.
To streamline your processes and let your agents focus on converting leads to sales, HubSpot integrates seamlessly with Aloware Power Dialer. This guide will show you how to add tasks to your HubSpot account using Aloware Power Dialer.
Prerequisites
This only applies to HubSpot Marketing Hub Professional Enterprise, Sales Hub Professional Enterprise, Service Hub Professional Enterprise, and Operations Hub Professional Enterprise.
Integrated Aloware and HubSpot accounts.
Step-by-Step Guide
The Power Dialer is an automated dialing tool commonly used in sales and customer service. This action adds a contact to a user's Power Dialer, verifying the existence of the associated user, validating the phone number, creating a record, obtaining operation details, and adding the contact to the Power Dialer based on this information.
Log in to your HubSpot account and go to the Workflows section.
Click "Create Workflow" and choose "From Scratch."
Select "Contact-based" and "Blank workflow", then click "Next".
Click Set up Triggers.
In this example, select "When an event occurs" and match a criterion based on call outcome, such as answered calls. This will enroll all leads whose outcome is answered.
In the "Choose An Action" side panel, select "Aloware: Add to user's Power Dialer."
Fill in the property fields and click Save.
User - Assign the specific agent responsible for handling the power dialing tasks, ensuring the right person is managing the calls.
Phone Number - Represents the phone number associated with the contact that will be added to the Power Dialer (e.g. phone number or mobile number).
Direction - Set whether to add the contacts to the top or bottom of the queue, providing flexibility in call prioritization.
Top - On top of the Power Dialer list or
Bottom - at the bottom of the Power Dialer list
Prevent Duplicates - By default, this setting prevents the addition of duplicate phone numbers, ensuring that each contact in your call list is unique and avoiding redundant calls.
Yes - If you choose to prevent duplicates, then you can't have two contacts with the same phone number on the Power Dialer.
No - If you choose not to prevent duplicates, then you will be able to have two contacts with the same phone number on the Power Dialer.
Allow International Phone Numbers - Use this option to include international phone numbers in your contact tasks, expanding your reach beyond local calls and enabling global outreach.
If a workflow runs twice on a single contact, then only one of the contacts will be enrolled on the Power Dialer.
The contacts enrolled will be listed in the Aloware Power Dialer Queue.
