When a lead fills out a form, the clock starts ticking. The faster you reach out, the higher your chances of capturing their interest while it’s fresh. With Aloware’s Form2Call feature, connecting with leads is almost instantaneous—right from your HubSpot workflows. Whether your team is responding in real-time or the following morning, Form2Call ensures no lead goes uncontacted at their peak moment of interest.
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What is Form2Call and how does it work?
Form2Call takes a submitted form—HubSpot or otherwise—and triggers an immediate follow-up by adding the lead to either the Preview Dialer for quick, personalized outreach or the Power Dialer for prioritized follow-ups. Typically, agents would need to pull a list of recent form submissions throughout their day, then work their way down the list, often hours or days after the form was submitted. Form2Call completely replaces this delay. Instead of reviewing and dialing one by one, agents can focus solely on engaging with leads at exactly the right time.
- Preview Dialer: Ideal for immediate outreach. Leads are routed through the Preview Dialer, where agents get an audio preview of lead details before dialing, making the call both fast and personalized.
- Power Dialer: Flexible for either real-time or next-day follow-ups. With Form2Call, leads are prioritized within the Power Dialer, so they’re either called next in an active session or can be placed at the top of the list for the next morning if submitted after hours.
Whether using the Preview or Power Dialer, Form2Call ensures that your team is set up to reach leads when it matters most, eliminating delays caused by manual review.
Integrating Form2Call in HubSpot workflows
Here’s where it gets exciting: setting up Form2Call in HubSpot is a breeze. Once your HubSpot-Aloware integration is live, admins can set up a workflow that triggers calls whenever a form is submitted. Here’s a quick breakdown:
- Set your trigger: Begin with a form submission trigger—any form.
- Choose the dialing option: Pick the Preview Dialer for immediate calls, or the Power Dialer to queue up leads for either instant or next-day outreach.
- Publish and wait for form submissions: Once published, your workflow will be ready to respond to new leads right when they submit their forms.
With Form2Call integrated in HubSpot workflows, the handoff from form submission to agent dial-out is seamless, removing any need for manual review or routing.
Why Form2Call speeds up the lead process (and why that’s important!)
Speed to lead isn’t just a catchy phrase—it’s the difference between closing deals and missed opportunities. Form2Call ensures that the moment a prospect shows interest, they’re met with a quick response. Leads are kept engaged while they’re still thinking about you, thanks to the Preview Dialer’s under-a-minute response time. The Power Dialer provides flexibility for real-time follow-ups in active sessions or next-morning prioritization.
And, for a little extra magic, you can pair Form2Call with Form2Text to warm up your lead with a quick SMS. It’s a one-two punch: a friendly text followed by a call, setting up a conversation that’s already on the right foot. This extra touch helps introduce your team, making the lead feel like they’re in capable, responsive hands before they even get on the call.
Benefits for admins and agents
For admins, setting up Form2Call in HubSpot is a set-it-and-forget-it solution. Once configured, it automates the follow-up, eliminating the need to manually route leads to agents and ensuring that form submissions don’t get lost in the shuffle.
Agents get the added benefit of Form2Call working quietly in the background. New leads either pop up as an instant call with the Preview Dialer or appear at the top of their Power Dialer queue, saving you time and keeping you on task.
Final value: Speed, engagement, and conversion potential
With Form2Call, there’s no waiting around. Leads who show interest get fast, prioritized attention. It’s the kind of follow-up that doesn’t just save time—it increases speed to lead by engaging prospects right when they’re ready to connect.
