Why synchronizing call disposition matters
Accurate syncing of call dispositions between Aloware and HubSpot is crucial for maintaining clear communication records and ensuring consistent reporting. This article offers step-by-step instructions for enabling and mapping call dispositions across both platforms.
From a manager's perspective, having synchronized call outcomes helps in tracking team performance, understanding customer interactions, and making informed decisions based on reliable data.
Step-by-step guide to synchronizing call dispositions
Proper setup ensures that every call result is accurately reflected in HubSpot, enabling better customer relationship management and more effective follow-up strategies.
Follow these steps to set up and synchronize call dispositions effectively.
Step 1: Enable call disposition mapping in Aloware integration settings
Access integration settings - open Aloware and navigate to the integration settings menu.
Enable editing - activate the Edit mode within the settings to allow modifications.
Add call disposition mapping
Select “add mapping” and choose the call disposition field.
Map this field to the corresponding call outcome property in HubSpot. This property in HubSpot will reflect the call results from Aloware, such as "Completed," "Voicemail," or "No answer."
Save the mapping - save the configuration after mapping the fields.
Step 2: Sync call dispositions to HubSpot
Automatic sync - after saving the mapping, Aloware will automatically sync the call dispositions with HubSpot. This ensures that each call outcome in Aloware is accurately linked to the respective HubSpot contact.
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.
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.