Aloware Support Center

Laarni D

 Connect Aloware to HubSpot, Salesforce, Guesty, HighLevel, Zapier, Clio, and other CRMs to keep contacts, calls, and messages in sync.

CRMs connection and integration

Set up Aloware Calling for HubSpot to make, receive, and manage calls directly in your CRM with automatic logging and call controls.

Admin guide: Set up Aloware calling for HubSpot (Beta)

Learn how agents use the Aloware calling window in HubSpot to manage inbound and outbound calls and capture all call details efficiently.

Aloware calling in HubSpot (Beta): Agent walkthrough

Learn how to set up IVR in Aloware integrated with HubSpot to automatically route calls to the right deal or contact owner.

How to set up IVR with HubSpot in Aloware

Learn how to set up and use Aloware Phone Fixer in HubSpot to validate, format, and organize phone data automatically.

How to use Aloware phone fixer for HubSpot

Sync HubSpot call outcomes and call types with Aloware. Enforce required wrap-up fields and improve call reporting accuracy.

HubSpot call outcomes & call types sync

Enable Aloware AI call transcripts in HubSpot. Auto-upload full transcripts and summaries to call engagements for easy review.

HubSpot call transcript logging

Learn how Aloware handles HubSpot workflow errors using the Blocking API to stop failed actions, log issues, and notify stakeholders.

Handling HubSpot workflow errors in Aloware

The Aloware HubSpot Deals integration logs calls and SMS on every related Deal, routes IVR to Deal Owner, and sends SMS from a HubSpot Deal.

HubSpot deals integration: Setup and how it works in Aloware

Fix common errors when running Aloware actions in HubSpot workflows: personal lines, duplicate contacts, label mismatches, and more.

Troubleshooting Aloware actions in HubSpot workflows

Set up AVA Entity Mapping in Aloware to sync values AVA detects on calls into HubSpot Contact or Deal properties, including custom fields.

Aloware-HubSpot: AVA Entity Mapping

View HubSpot Tickets and Company Deals in the Aloware Integration Card, and let calls and SMS log automatically on every related Ticket.

Agent guide: Working HubSpot tickets in Aloware Talk

Aloware logs calls and SMS to HubSpot as Engagements and Timeline events, plus deal and ticket scope and activity filter setup.

Aloware-HubSpot integration: Communication settings

Top-level hub for the HubSpot integration: setup, calling and SMS in HubSpot, workflow actions, call and ticket logging, transcript sync, deal handling, and HubSpot-specific troubleshooting.

HubSpot and Aloware Integration

Connect Aloware to HubSpot to sync contacts, automate workflows, and manage calls and messages directly inside your CRM.

Aloware-HubSpot integration: Connection settings

Aloware-HubSpot integration: User mapping

Configure HubSpot activity filters in Aloware to control which calls, messages, and notes sync to your HubSpot contact records.

Aloware-HubSpot integration: Filters

View, sync, and manage Aloware lines linked to HubSpot Inboxes. Check status, fix issues, and keep messaging channels in sync.

Aloware-HubSpot integration: Channel accounts

Connecting HubSpot companies with Aloware

Admins can connect Aloware and HubSpot by configuring authentication settings, mapping users, and linking channel accounts.

Integration setup and connection management in Aloware-HubSpot integration

Learn how Aloware sync settings control contact creation, updates, and data flow between Aloware and HubSpot, and how proper configuration ensures clean and reliable data across both systems.

Aloware-HubSpot integration: Sync settings

Syncing HubSpot Static Lists in Aloware

Syncing HubSpot dynamic lists in Aloware

Aloware-HubSpot property mapping: Contact disposition

Aloware-HubSpot property mapping: LRN/ line type

Aloware-HubSpot property mapping: Timezone

Aloware-HubSpot property mapping: Call dispositions

Learn how contact property mapping syncs data between Aloware and HubSpot, including field types, sync rules, and configuration options.

Aloware-HubSpot integration: Contact property mapping

Aloware-HubSpot property mapping: Do Not Call (DNC)

Aloware-HubSpot last engagement properties synchronization

Understanding HubSpot’s contact merge and its impact on Aloware

Configuring and using HubSpot lifecycle stages integration in Aloware

Sync HubSpot call types with Aloware to categorize calls, log dispositions, and streamline agent workflows with real-time activity tracking.

Setting up and syncing HubSpot call types in Aloware

Admins can map properties to ensure both platforms display consistent and current information.

Data synchronization and contact management in Aloware-HubSpot integration

Understanding Aloware Talk2 dialer in HubSpot

How to send SMS via Aloware Talk2 in HubSpot

Making and logging calls and messages with Aloware and HubSpot companies

How to use Aloware's SMS inbox integration with HubSpot

Viewing HubSpot Records in Aloware’s power dialer CRM view

Automating outbound calls in HubSpot with Aloware power dialer

Agents can make calls and send SMS messages directly from HubSpot using Aloware’s Talk2 dialer and SMS integration.

Communication features in Aloware-HubSpot integration

Integrating Aloware actions with HubSpot workflows

Integrate Aloware with HubSpot for SMS messaging. Set up workflow, configure settings, enroll contacts, monitor SMS activities.

Integrating Aloware into your HubSpot workflow for SMS messaging

Automate clearing specific power dialer lists with Aloware action in HubSpot workflow

How to set up Aloware power dialer with HubSpot workflows

Removing a contact from Aloware power dialer lists via HubSpot workflow

How to trigger HubSpot workflows via Aloware webhook

Integrating Aloware's preview dialer with HubSpot workflow

Aloware adds workflow actions to HubSpot, allowing users to automate tasks such as starting calls, sending SMS messages, or updating dialer lists.

Workflow automation and custom actions in Aloware-HubSpot integration

Track speed to lead in HubSpot using synced engagement timestamps from Aloware. View, filter, and export contact engagement metrics.

How to track speed to lead using Aloware's engagement time properties in HubSpot

How to track and report calls, texts, and MMS from Aloware in HubSpot

Aloware automatically logs call and message activities in HubSpot, allowing users to review communication records for each contact.

Reporting and activity tracking in Aloware-HubSpot integration

Setting up inbound call routing in Aloware with HubSpot contact ownership or last engagement

Multi-entity functionality in Aloware-HubSpot integration

Configure inbound call routing based on HubSpot contact ownership or recent engagement, and connect multiple HubSpot accounts to one Aloware workspace.

Contact routing and multi-entity support in Aloware-HubSpot integration

Use Aloware actions in HubSpot Contact, Deal, Company, and Ticket workflows to send SMS, enroll sequences, and manage Power Dialer queues.

Using Aloware Actions in HubSpot Contact, Deal, Company, and Ticket Workflows

View and manage HubSpot Deals in Aloware, send SMS or calls from Deals, and keep activities synced across contacts automatically.

How agents use HubSpot deals in Aloware

Automate preview dialer calls in HubSpot workflows with Aloware to improve sales, support follow-ups, and communication tracking.

Using the preview dialer with company, deal, and ticket workflows in HubSpot

Automate SMS and MMS in HubSpot workflows with Aloware using personalized messaging for sales, support, and marketing.

Using the send message action with company, deal, and ticket workflows in HubSpot

Manage HubSpot workflows with Aloware Power Dialer to add, remove, and automate contact lists for efficient sales and support calling.

How to manage Aloware power dialer lists with company, deal, and ticket workflows in HubSpot

Calls and messages made in relation to a deal or ticket are tracked and linked to the corresponding record.

Ticket and deal-based workflows in Aloware-HubSpot integration

This collection provides comprehensive guides on how Aloware integrates with Salesforce.

Salesforce-Aloware integration

Install the Aloware package from Salesforce AppExchange to sync your account. Follow our guide for setup, access, and migration steps.

How to install the Salesforce package in Aloware

Aloware-Salesforce integration: Connection settings

Easily manage call & SMS logging in Salesforce with Aloware. Customize subjects, descriptions & mapping for clear, efficient records.

Salesforce-Aloware: Communication settings

Learn how to sync Salesforce leads and contacts with Aloware, set data flow rules, and run one-time pull or push operations.

Salesforce-Aloware integration: Sync settings guide

New Aloware package integration version in Salesforce

Learn how to connect Aloware with Salesforce, install the integration package, and configure essential communication and sync settings to get started smoothly.

Salesforce integration setup and configuration

Syncing users in Aloware-Salesforce integration

Salesforce-Aloware integration: Lead and Contacts simultaneous sync

Overview of Salesforce contact fields in Aloware, including default properties, ownership fields, and communication tracking.

Salesforce contact properties in Aloware

Sync Salesforce leads with Aloware using configurable field mappings, ownership controls, and bidirectional updates for accurate lead records.

Syncing and mapping Salesforce lead properties in Aloware

Configure Salesforce contact and lead property mapping in Aloware with customizable sync directions, field mappings, and ownership settings.

Salesforce-Aloware: Contact and Lead property mapping configuration

Salesforce-Aloware integration contact migration process

Importing and syncing Salesforce list views with Aloware

How to synchronize contact disposition status in Salesforce to Aloware

How to synchronize Salesforce status with Aloware answer type

Learn how Aloware and Salesforce account properties sync, including field types, categories, and directions for accurate data tracking.

Salesforce-Aloware integration: Account properties and field mapping

This section covers how Aloware syncs users, contacts, and leads with Salesforce. It includes guides on mapping properties, syncing list views, and aligning contact statuses across both platforms.

Salesforce user, contact, and lead synchronization

View Aloware call logs in Salesforce tasks with duration, direction, recordings, and full activity details automatically synced.

Aloware's call logging in Salesforce

Aloware's SMS/MMS logging in Salesforce

Learn how Aloware syncs Call Detail Records (CDR) and Message Detail Records (MDR) to Salesforce with default and custom field mapping.

Configuring Aloware CDR/MDR in Salesforce: Task/Activity Fields Mapping

Understanding activity settings in Salesforce-Aloware integration

Enable Aloware to log calls and SMS in both Salesforce Contacts and Opportunities by syncing records with the same primary phone number.

How to log calls and SMS in both Opportunities and Contacts in Salesforce

Explore how Aloware logs calls, SMS, and related activities inside Salesforce. These guides explain activity field mapping, call and message tracking, and multi-object logging options.

Salesforce call, SMS, and activity management

Integrating Aloware in-app dialer in Salesforce

How to use Aloware Talk2 dialer within Salesforce

Aloware power dialer & Salesforce popup view integration

Step-by-step guide to install and use Aloware SMS Messenger in Salesforce, including setup, usage, and troubleshooting tips.

How to set up and use Aloware SMS Messenger inside Salesforce

Setting up Aloware contact link in Salesforce

Using Aloware actions: Sending SMS/MMS in Salesforce Flows

Learn how to use Aloware’s in-app dialer, Talk2 Dialer, and SMS Messenger directly within Salesforce. You’ll also find setup guides for contact linking, Power Dialer integration, and automation through Salesforce Flows.

Salesforce dialer and messaging tools integration

Fixing account selector issues in Salesforce

Find solutions to common integration issues and best practices to maintain a stable connection between Aloware and Salesforce.

Troubleshooting and optimization

Troubleshoot common MCP issues in Aloware: connection errors, unexpected AI actions, rate limits, activity tracking, and CRM compatibility.

Troubleshooting Aloware MCP

Connect Claude AI to Aloware via MCP using OAuth. Send messages, make calls, and manage contacts directly from chat in real time.

How to connect Claude AI to Aloware MCP

Connect AI assistants like Claude and Cursor to Aloware with MCP to send messages, make calls, create leads, and manage contacts via prompt.

Admin guide: Aloware MCP (Model Context Protocol)

Aloware MCP connects AI assistants like Claude or ChatGPT to your account, allowing them to send messages, make calls, and manage contacts in real time.

Aloware Model Context Protocol (MCP)

Setup and feature guides for additional CRMs that connect to Aloware, including Zoho, Pipedrive, Guesty, and HubSpot workflow recipes.

CRMs Integration

Enhancing lead distribution through form-to-call automation in HubSpot with Aloware

How to set up a form-to-text workflow in HubSpot using Aloware

Automate customer engagement with Aloware and HubSpot. Enhance response time & effectiveness. Dive into our step-by-step guide!

Creating a form-to-call workflow in HubSpot with Aloware automated dialers

Automate speed-to-lead with HubSpot workflow and Aloware

HubSpot and Aloware: Workflow Solutions

Authenticating Zoho with Aloware: Everything You Need to Know

Aloware integrates with Zoho CRM for calling contacts via Power Dialer, simplifying data and call management in one interface.

Syncing Zoho with Aloware

Aloware integrates with Zoho for direct outbound calls via Aloware Talk. Click call icon in Zoho to connect.

Making Outbound Calls in Zoho with Aloware Integration

Zoho and Aloware Integration

Authenticating Pipedrive with Aloware: A Simple Guide

Aloware and Pipedrive sync: two-way for contacts, one-way for users/leads, auto-updates calls/deals, easy push/pull settings.

How to configure Aloware and Pipedrive syncing Settings

Aloware links with Pipedrive for contact enrollment in Sequences, addition to Dialer, task management, and international calls.

How to enroll Pipedrive contacts in sequences and power dialer with Aloware

Pipedrive and Aloware Integration

Aloware–Guesty integration syncs reservation data with communication tools, giving teams unified access to guest details and activity.

How to use and configure the Aloware-Guesty integration

Integrate Aloware with Guesty for direct outbound calls via click-to-call, enhancing property management communication.

Making Outbound Calls with Aloware in Guesty

Aloware-Guesty integration: Guesty reservation details

Guesty and Aloware Integration

The Complete Guide to Authenticating Gong and Aloware

Link Aloware with Gong to sync users/workspaces. Choose Gong workspace, confirm sync via email, analyze calls in Gong.

Synchronizing Gong Users and Workspaces with Aloware Talk

Authenticate Gong with Aloware and sync Gong users and workspaces with Aloware Talk.

Call analytics integrations

Authenticate Slack in Aloware: Go to Integrations, click Slack, authenticate, add message, submit, await review.

Slack Integration with Aloware

Facebook Ads Integration with Aloware

How to authenticate SendGrid with Aloware: A step-by-step guide

How to authenticate Mailgun with Aloware: A step-by-step guide

SMTP authentication with Aloware

Aloware and Google Calendar Integration: A Complete Guide to Syncing Your Schedules

Automate Aloware lead intake to create contacts and matters in Clio manage via Zapier, syncing only qualified leads automatically

Aloware-Clio Manage integration via Zapier

Configure the Clio Manage integration in Aloware to sync Contacts, create Matters, map custom fields, and manage sync settings.

Clio manage integration: Admin setup guide

Connect non-CRM tools such as Slack, Facebook Ads, SendGrid, Mailgun, SMTP email, Google Calendar, Zapier, HighLevel, and Clio Manage.

Other integrations

How to Integrate Aloware with Zapier: A Comprehensive Guide

Aloware's Zapier Integration automates contact management with triggers for updates and supported fields.