Step-by-step guide to synchronizing call dispositions
Step 1: Integrate Aloware with HubSpot
Integrate Aloware with HubSpot
Before mapping call dispositions, you must integrate Aloware with HubSpot.
Enable editing
After completing the integration, turn on the Edit Mode in the settings to allow changes to the integration configuration.
Add call disposition mapping
Select Add Mapping.
Choose the call disposition field in Aloware that you want to map (e.g., "Completed," "Voicemail," "No Answer").
Map this field to the corresponding call outcome property in HubSpot. This ensures that the call dispositions from Aloware will be reflected accurately in HubSpot.
Save the Mapping
After completing the mapping, click Save to store the configuration.
Step 2: Sync call dispositions to HubSpot
Automatic sync
After saving the mapping, Aloware will automatically sync the call dispositions with HubSpot.
Verify the sync
Select a contact in Aloware who has a recorded call disposition. Sync this contact with HubSpot.
Verify that the call outcome in HubSpot matches the one in Aloware.
Bidirectional sync for updates between Aloware and HubSpot
If you update the call disposition in either Aloware or HubSpot, it will automatically update in the other platform due to the bidirectional sync.
Troubleshooting sync issues
Discrepancies in Call Outcomes
If the call outcome in HubSpot does not match the one in Aloware, check the mapping settings to ensure they are correct. If the mapping is correct, try syncing again.
Sync delay
If the sync does not happen immediately, give it a few minutes. In some cases, it might take a short period for the update to reflect across both platforms.
Mapping call dispositions between Aloware and HubSpot ensures accurate tracking and reporting of call outcomes across both platforms. By following these steps, you can keep your call results up to date and consistent.
For more details on the Aloware and HubSpot mapping properties, refer to this guide.