Hubspot Workflows: How to Automate Adding Contacts to a PowerList

In this article, we will go over some ways you can utilize Hubspot Workflows to add Hubspot contact records into a PowerList. 

Assuming you already have the necessary requirements to create Hubspot Workflows, let's get started! 

Create a New PowerList

Before you create your Hubspot Workflow, the first step would be to create a new PowerList first. This will be done in the Kixie Dashboard under Manage > PowerLists. Click the "+ New PowerList" button at the top right to create a new PowerList. Now you want to specify the settings for your PowerList by giving it a name and selecting the different options like "Max Attempts" and "Min Duration Before Call Retry". Next, click on the Members tab and assign a Team to your PowerList. Once you have done that, you can hit 'Save'. 

Create a New Workflow

Click on the "Create Workflow" button and select the "From Scratch" option from the dropdown. Next, it will take you to the menu that allows you to choose which module you would like to use. Always select "Contact-Based" Workflows.

Under the "How do you want this workflow to start" section, please select "Blank workflow". Then, click "Next". 

Selecting a Trigger

Now you are going to select your Trigger for this workflow. Since this will be a Contact-Based Workflow, it is most common to trigger the workflow when "Filter Criteria is met". Since we are using Contact-Based workflows you can select different contact properties on your contact record to trigger the workflow. 

For example, if I want to add the most recent contacts who I have been assigned to as the Contact Owner in the last 2 weeks, I would select the "Contact Owner" property to be "is any of" and I would select myself as the option. Next, I would search the "Create Date" property, select "is less than", and input the value of "14 days from now". Click 'Save' and now you have your trigger. 

Kixie: Add to PowerList Action 

Now you are going to click the '+' to add a new Action Step to your Workflow. Assuming you have already integrated Hubspot into your Kixie PowerCall extension and requested your API Key to be enabled, you should see the dropdown menu for "Kixie PowerCall and SMS" under the Connected Apps section. 

Expand the dropdown and select the "Kixie: Add Contact to PowerList" item in the dropdown menu. 

Mapping Fields to PowerList

Now it's time to map your fields to the PowerList. Hubspot makes it super easy to map your Contact Properties to each field in the PowerList mapping form. You are going to see a form like this: 

The only required fields are PowerList Id and Number to Target. The PowerList ID will be found in the Kixie Dashboard under Manage > PowerLists. You can located the PowerList ID from the "ID" column in the table. 

The "Number to Target" will be the Contact's phone number in which you would like to add to the PowerList. We recommend using the Phone or the Mobile phone fields since it will be easiest for Kixie to find the Contact record that way.

The rest of the fields can be accessed through your Contact record's properties from Hubspot. You are also allowed up to 6 custom fields that you will be able to access in the PowerDialer under the "Details" tab. 

Once you have finished mapping your data, you are all set to Save and Publish your Workflow! You have the option to choose existing contacts that meet the Filter Criteria now or only contacts that will meet the Filter Criteria in the future.