HubSpot Integration

This guide provides step-by-step instructions to integrate Alohaa with HubSpot and make calls using Alohaa Dialer.

1. Signing Up & Creating an Admin Account

1. Visit Alohaa Business Portal.

2. Click Sign Up and create an Admin account.

3. Complete authentication using the OTP received via email or phone.

4. Once logged in, proceed with Agent creation.

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2. Creating an Agent

1. In the Alohaa Admin Portal, go to the "Agents" tab.

2. Click "Add New Agent".

3. Fill in the required details (Name, Email, Phone Number, etc.).

4. Agent will receive an email to activate their account. They can set a password and activate the account.

5. Save the agent details—these credentials will be used to log in to the Alohaa Dialer.

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3. Connecting Alohaa with HubSpot

1. Log in to the Alohaa Admin Portal.

2. Navigate to the "Integration" tab in the side menu.

3. Locate HubSpot and click "Connect".

4. Follow the on-screen steps to authenticate the integration.

Integration screen in Alohaa

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Authenticate with Hubspot

4. Verifying the Integration in HubSpot

1. Log in to HubSpot.

2. Go to Settings, then General tab and Calling subtab.

3. Confirm that Alohaa has been successfully added.

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5. Making a Call Using Alohaa Dialer

First-Time Login for Agents

1. Open any saved contact in HubSpot.

2. Click the call button—this will launch the Alohaa Dialer.

3. The first time you access the dialer, a login page will appear.

4. Enter the Agent credentials (created in Step 2) and complete authentication using the OTP received via email or phone.

5. Once logged in, you will see options to:

   • Enter a phone number.

   • Select a Caller ID. (The caller ID will act as the caller ID when the user receives a call)

   • Place a call.

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6. Placing a Call from HubSpot

1. Click the call button on a contact’s page in HubSpot.

2. The phone number will auto-populate in the Alohaa Dialer.

3. Select the "GSM" or "Browser" option to place the call.

4. Ensure that the number you are dialing is an Indian phone number—Alohaa only supports calls within India.

Note:

Understanding GSM and Browser Calling Options:

When placing a call using the Alohaa Dialer from HubSpot, you have two options to choose from:

• GSM Calling: This option uses the traditional mobile network to place the call. Your call quality may depend on your mobile network strength, and call charges will apply according to your mobile plan.

• Browser Calling: This option uses WebRTC to place the call directly from your browser over the internet. It is ideal for use with a strong and stable internet connection. Please ensure microphone permission is allowed in the browser to make browser based calls.