Automating HubSpot Workflow with Aloware Power Dialer
Laarni D avatar
Written by Laarni D
Updated over a week ago

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.

Benefits of using Aloware Power Dialer with HubSpot

  1. Increased efficiency - Automates workflows and saves time.

  2. Seamless integration - Works perfectly within HubSpot.

  3. Focus on Sales - Agents can concentrate on converting leads.

  4. Easy task management - Simplifies task creation and tracking.

What you will learn?

  1. How to enroll and assign contacts to users.

  2. How to create a task list and use the Aloware Power Dialer.

  3. How to complete tasks in the Aloware Power Dialer.


Prerequisites

  1. This only applies to HubSpot Marketing Hub Professional Enterprise, Sales Hub Professional Enterprise, Service Hub Professional Enterprise, and Operations Hub Professional Enterprise.
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  2. Integrated Aloware and HubSpot accounts.


Step-by-Step Guide

  1. Log in to your HubSpot account and go to the Workflows section.

  2. Click "Create Workflow" and choose "From Scratch."

  3. Select "Contact-based" and "Blank workflow", then click "Next".

  4. 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.

  5. In the "Choose An Action" side panel, select "Aloware: Add to user's Power Dialer."

  6. Fill in the property fields and click Save.

    1. User - Assign the specific agent responsible for handling the power dialing tasks, ensuring the right person is managing the calls.

    2. Phone Number - Specify the property that contains the recipient's phone number, ensuring the dialer reaches the correct contacts.

    3. Direction - Set whether to add the contacts to the top or bottom of the queue, providing flexibility in call prioritization.

    4. 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.

    5. 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.

  7. The contacts enrolled will be listed in the Aloware Power Dialer Queue.

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