How to Create an AutoDialer with Zapier and Hubspot?

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. 

 

Hubspot Setup

1. Let’s start by creating a new Hubspot workflow. In Hubspot, click the Automation dropdown then select Workflows.
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2. Press the Create Workflow button.
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3. Choose Start from Scratch and Select Contact-based
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4. Then Press Next
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5. We’ll leave the enrollment trigger blank but you can customize to anything that you would like.
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6. Under Re-enrollment triggers we will Allow contacts who meet the trigger criterial to re-enroll
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7. Then we’ll press the + button
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8. And select Trigger Webhook
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9. For now, just enter the word test into the url box. We'll come back to this later.
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10. Don’t forget to press the Save button at the bottom.
11. Press the Review button in the top right corner of the Hubspot Workflow
12. The press Turn-On to enable the workflow.
13. 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.
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14. If setup correctly, your workflow should now look like this
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15.  
16. Now we'll setup our Zapier step and then come back to the Hubspot workflow.

Zapier Setup

1. 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.
2. Once logged in we’ll press the Make A Zap button in the top left corner.
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3. Type webhook in the search box and select Webhooks by Zapier
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4. Select Catch Hook as the Trigger Event. Here’s what this looks like if done correctly.
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5. Press Continue
6. Press the Copy button to the right of Custom Webhook URL to copy the webhook endpoint that we just set up.
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7. Press Continue again to go to the next step.
8. In Step 2, search for Kixie. Select Make a Call as the action.
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9. When prompted to grant access to Kixie through Zapier, enter the Business id and Api Key located in Kixie.com > Manage > Account
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10. After pressing, Yes, Continue,  we'll customize the call action.
11. For now, enter an agent email address manually by typing into the User Email Address box.
12. Enter your phone number (or another test phone number) into the Target Phone Number box
13. Enter Leadcaller into the Action Display Name
14. Under Action Type, select Queue.
15. Press test and continue. As long as you are logged into Kixie PowerCall, you should receive a test phone call.
16. Make sure to copy the webhook URL from Zapier step 1 .
17. Open up the Hubspot workflow we created earlier and then we’ll paste our webhook endpoint URL in the Trigger Webhook box.
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18. Now can manually enroll a test contact.
19. 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.
20. In the Kixie Make Call action, let's update the customization page to use Hubspot data.
    1. Replace Target Phone Number with the Hubspot variable Properties Hs Searchable Calculated Phone Number or any other phone number field you would like.
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21. Enable your Zapier workflow
22. Now we can enroll a list of leads from within the Hubspot workflow by selecting List. All the leads will be automatically dialed.
    
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23. You can also enroll contacts in the workflow from a List-View
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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. 

Action Type

• Select Queue
• This allows us to queue up the calls for autodialing.

Queue ID

• 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