Intelligent AutoDialer Demo
Summary: To demonstrate Kixie’s AutoCall and AutoDialing functionality, we’re gonna use a Hubspot workflow to select a list of leads to autodial. We’ll then use the Kixie Zapier actions to AutoDial.
Note: If you aren’t using Hubspot, feel free to follow along anyway and just use Zapier to trigger the workflow sequence.
- Let’s start by creating a new Hubspot workflow. In Hubspot, click the Automation dropdown then select Workflows.
- Press the Create Workflow button.
- Choose Start from Scratch and Select Contact-based
- Then Press Next
- We’ll leave the enrollment trigger blank but you can customize to anything that you would like.
- Under Re-enrollment triggers we will Allow contacts who meet the trigger criterial to re-enroll
- Then we’ll press the + button
- And select Trigger Webhook
- For now, just enter the word test into the url box. We'll come back to this later.
- Don’t forget to press the Save button at the bottom.
- Press the Review button in the top right corner of the Hubspot Workflow
- The press Turn-On to enable the workflow.
- At the top of the screen, name your Hubspot Workflow something so you can easily find it. We'll name our workflow Helpdesk AutoDialer Test Workflow.
- If setup correctly, your workflow should now look like this
- Now we'll setup our Zapier step and then come back to the Hubspot workflow.
- In a new browser tab, navigate to https://zapier.com. If you don’t have a Zapier account, you can sign up for a new one for free.
- Once logged in we’ll press the Make A Zap button in the top left corner.
- Type webhook in the search box and select Webhooks by Zapier
- Select Catch Hook as the Trigger Event. Here’s what this looks like if done correctly.
- Press Continue
- Press the Copy button to the right of Custom Webhook URL to copy the webhook endpoint that we just set up.
- Press Continue again to go to the next step.
- In Step 2, search for Kixie. Select Make a Call as the action.
- When prompted to grant access to Kixie through Zapier, enter the Business id and Api Key located in Kixie.com > Manage > Account
- After pressing, Yes, Continue, we'll customize the call action.
- For now, enter an agent email address manually by typing into the User Email Address box.
- Enter your phone number (or another test phone number) into the Target Phone Number box
- Enter Leadcaller into the Action Display Name
- Under Action Type, select Queue.
- Press test and continue. As long as you are logged into Kixie PowerCall, you should receive a test phone call.
- Make sure to copy the webhook URL from Zapier step 1 .
- Open up the Hubspot workflow we created earlier and then we’ll paste our webhook endpoint URL in the Trigger Webhook box.
- Now can manually enroll a test contact.
- Open the Zapier tab once again, let's review the test contact we just enrolled.
- Press to test the trigger and you should see some data display from Hubspot.
- In the Kixie Make Call action, let's update the customization page to use Hubspot data.
- Replace Target Phone Number with the Hubspot variable Properties Hs Searchable Calculated Phone Number or any other phone number field you would like.
- Enable your Zapier workflow
- Now we can enroll a list of leads from within the Hubspot workflow by selecting List. All the leads will be automatically dialed.
- You can also enroll contacts in the workflow from a List-View
Call Customization Details
User Email Address
- User Email Address will be the agent placing the call.
- We recommend that you either manually enter a Kixie agent email address in the box.
- You can also use a prefill variable generated through Hubspot.
Target Phone Number
- The customer's phone number being dialed.
- This can be manually or dynamically set - using the data from a trigger. In this example, we dynamically set the target phone number with a Hubspot phone number field.
Action Display Name
- This displays in Kixie PowerCall letting your rep know that they are receiving an autodial.
- Select Queue
- This allows us to queue up the calls for autodialing.
- This helps decides where to input the calls and which agents receive them.
- This will be provided by a Kixie Support/ Sales representative
- It's generally a 3 digit number something like 123