Speed-to-lead is crucial for contacting new leads as soon as they appear in your CRM. Customers often prefer having the next available agent call the lead instead of assigning a specific contact owner. Once contact is made, the agent becomes the contact owner. This can be efficiently managed using HubSpot workflows and Aloware.
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.
What to expect?
Once the workflow is enabled, new contacts will be enrolled and added to the agent's power dialer queue. You can also add a branch to distribute the contacts equally among multiple agents. This ensures immediate contact with new leads and efficient handling of inbound calls, improving connection and conversion rates.
Setting up HubSpot workflow
Create a contact-based workflow
Start with a contact-based workflow in HubSpot.
Set the trigger as "create date is known." This means the workflow activates when a new contact is created in the CRM.
Outbound call to queue
Add an action step: "Aloware: add to 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.
You can also add a branch to distribute the contacts enrolled to multiple agents equally.
This setup will add contacts to the agent's power dialer queue, even during live power dialing sessions.
Workflow activity will also display in the contact's activities in HubSpot.
