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Setting up VOIQ VoiceBots in HubSpot Workflows
-Custom Call Messages-

What can a VoiceBot do for you?

VOIQ VoiceBots fully automates your sales and marketing call tasks by having conversations with your leads and customers. They can call your leads/customers to remind them about an upcoming meeting/event/payment, schedule meetings, engage prospects who've recently downloaded marketing content, qualify leads, and so on. 

Let's set up your first VoiceBot in a workflow: to call a contact who fills out a form in your website

 You can watch the video or follow our step-by-step instructions below!


1. Create new workflow 

  • In your HubSpot Marketing account, navigate to Automation > Workflows.

  • In the workflows dashboard, click Create workflow in the upper right-hand corner.
Screen Shot 2018-09-14 at 10.01.36 AM

2.  Name and select your workflow type: VoiceBot thanks your prospects

On this screen, enter a name for your workflow at the top and select a workflow type. Since this example workflow will be based on a contact filling out a form, we'll select Start from scratch

Screen Shot 2018-09-14 at 10.01.59 AM

3. Set enrollment triggers: Form submission

Click Set enrollment triggers, then select the type of triggers you'd like to use to enroll contacts. In this example, we want to enroll contacts who fill out a form, so we'll select Form submission

Once you select the type of trigger you'd like to use, you'll see options to refine this trigger, such as specific forms or meetings links submissions. In this case, we'll select which form we'd like to use to segment and enroll contacts into this workflow. When you're done refining your trigger, click Done, then Save. 

Set Enrollment Trigger - Flex-1

 4. Add an action to your workflow: Select your VoiceBot

To add an action, click the + iconIn this example, we want the VoiceBot to call a contact after they've filled out a form, so we'll scroll down to Integrations and select the VoiceBot: VOIQ VoiceBot Flex

Next, write the message you want to deliver to your contacts. You can also add contact personalization tokens like contact first name, last name or company name. Then click Save to add the action to your workflow. 

Ad an Action - Flex

5. Test your workflow: VoiceBot calls yourself

Click Test in the top-right corner. Choose a test contact from your database to send through this workflow. Your test contact will receive a call from our VoiceBot with the custom message provided. 

Screen Shot 2018-09-21 at 4.01.20 PM

6. Activate workflow: VoiceBot calls your prospects

To activate your workflow, first click Review in the top-right corner. 

You'll see an overview of your workflow settings for your review. Click Edit next to any of these settings to make changes. Once you've reviewed your settings and are ready to begin enrolling contacts, click Turn on

Screen Shot 2018-09-21 at 3.46.35 PM

And that’s it! Once you set this workflow as live, any contacts enrolled here will be called by Flex.


Check our Support Page or reach us by email at support@voiq.com for help with any questions related to our VoiceBots for HubSpot.