VOIQ VoiceBots fully automates your sales, marketing and service call tasks by having conversations with your leads and customers over the phone. 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. You can launch one-off VoiceBots calls from your HubSpot CRM or trigger them from HubSpot Workflows.
You can watch the video or follow our step-by-step instructions below!
For this example we'll set up two workflows. The first one will send the email that we are tracking, and the second will trigger a VoiceBot call after the lead opens the email. Beforehand you need to create the email you are going to track and make sure you save it for automation, so that you can use it in Workflows. Click here to learn how to create an email in HubSpot Workflows.
1. Create new workflow
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 sending an email to a contact, we'll select Start from scratch.
Click Set enrollment triggers, then select Manually to enroll contacts from a specific contact list.
4. Add an action to your workflow: Send email
To add an action, click the + icon, scroll down to the Marketing section. Next click on Send Email and select the email you want to send to your contact list. When you're done choosing the email to send, click Done, then Save.
To manually enroll your contacts, you need to turn on your workflow. Next, in the upper right-hand corner, click Enroll. In the dialog box, click Enroll from a list to enroll your list of contacts . On the dropdown menu select the list to enroll. Click Enroll.
1. Create new workflow
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 opening an email, we'll select Start from scratch.
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 opened an email, so we'll select Marketing email activity.
Once you select the type of trigger you'd like to use, you'll see options to refine this trigger, such as contact received, opened or clicked a link in an email. In this case, we'll select the email we'd like to use to enroll contacts into this workflow. When you're done refining your trigger, click Done, then Save.
4. Add an action to your workflow: Select your VoiceBot
To add an action, click the + icon. In 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 Dialog
Include the main question you’d like to ask to your selected contacts. Add the answer if the contact says YES and if the contacts says NO. You can add contact personalization tokens like contact first name, last name or company name. Next, include a Voicemail Message, the Campaign Name and select the Voice you want for the VoiceBot. Then click Save to add the action to your workflow.
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 and ask him/her one simple question.
To activate your second 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. Go back and follow this step to turn on your first Workflow.
And that’s it! Once you set this workflow as live, any contacts enrolled here will be called by Dialog.