The Ring.io and HubSpot integration offers the ability to easily create workflows to help streamline and automate processes plus increase productivity and efficiency for the entire team. Easily keep track of customers that have enrolled in workflows to help you identify what works best for the team and results in high engagement. You can create a workflow based on an event, criteria or schedule to trigger an action to perform the following:
○ Insta-call via Ring.io
○ Send a SMS or MMS via Ring.io
○ Add contact to a Ring.io Power Dialer Session
○ Send email via Ring.io
What are the benefits of workflows?
Identify and qualify leads
Increase team productivity (less idle time!)
Improve customer experience
Boost lead interest and engagement
Improve Conversion Rates
Identify and qualify leads
Easily keep track of what and what doesn't work
Creating your workflow
NOTE: Ring.io + Hubspot workflows is available with a Hubspot Professional and Enterprise account
1. To start configuring your Ring.io + Hubspot workflow > Log into Hubspot CRM > navigate to Automation > select Workflows
3. Click Create Workflow > choose From Scratch or Template
To learn how to create workflows from scratch or using a template, refer to HubSpot's knowledgebase article.
4. Once your enrollment trigger has been created, click the + icon to add an action
5. Navigate to Connected apps > click Ring.io > select from the actions listed below. Use the actions and configurations to tailor the workflow specifically to your needs
Type | Action | Configuration |
Ring.io Place Live Phone Call | Ring.io will place a call to the contact | Select Department: Choose a department that will place
Caller ID: Choose from the following
Business Hours Protection:
|
Ring.io Send SMS Message | Ring.io will send a text message to the contact | Sender:
Type of Message: Choose from the following
|
Ring.io Add to Power Dialer | Ring.io will add the contact to a Power Dialer Session | Caller:
Add All of this Contact's Numbers?:
|
Ring.io Send Email | Ring.io will send an email to the contact | Sender:
|
Example workflows
Here are a few sample workflows that our team has created to help get you started with creating your own unique workflow with Ring.io
Example workflow #1: Trigger an insta-call and sending of Ring.io SMS and MMS upon form completion |
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Example workflow #2: Trigger the sending of Ring.io SMS and MMS if deal meets value, followed by an insta-call and email if condition is met |
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Example workflow #3: Trigger the sending of a Ring.io templated email, Ring.io SMS or MMS and insta-call after condition have been met |
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Feedback and Help
Would you like to share your feedback on Ring.io workflows or does your team have a workflow that has increased customer engagement that you would like to share? Send us an email to support@ringio.com and we'd be happy to chat with you!