Call contacts from a workflow
The workflow action Call with SolarDialer adds the enrolled contact to one of your campaigns, called on its schedule or right away, always within the contact's legal calling hours.
SolarDialer for HubSpot
Connect your HubSpot account: the contacts your workflows choose are called by SolarDialer's AI agent, interested ones are transferred live to your closer, and every call lands on the contact with its recording, summary and transcript.
You need a SolarDialer account, and a HubSpot user who can install apps (a Super Admin or one with App Marketplace access).
Every call on the contact
Each call is logged on the contact's timeline: its outcome and length, the recording to play in HubSpot, and the AI summary, answers and transcript as its notes.
Interested leads become deals
Pick a pipeline stage and each interested lead gets a deal there, moved to your transfer stage when it is put through to your closer. Callbacks become call tasks, due when the homeowner asked.
Properties for your workflows
SD Outcome, SD Last call, SD Campaign, SD Recording, SD Interested, SD Callback and SD Do not call are set on the contact, so your own workflows and lists can act on them: a Slack message for every transfer, a sequence for every callback.
Set up in 3 steps
- ConnectSign in to SolarDialer, open Account → Integrations and click Connect your HubSpot account (or the button above). Choose your HubSpot account and approve.
- Choose where interested leads goOn the same page, pick the deal pipeline stage for interested leads, and optionally one for transferred leads. Leave it empty for no deals.
- Add the action to a workflowIn HubSpot, open Automation → Workflows, build a contact-based workflow (for example: a form submission, or a lifecycle stage), add Call with SolarDialer and pick a campaign.
What SolarDialer reads and writes in HubSpot
| HubSpot data | What SolarDialer does with it |
|---|---|
| Contacts | Reads the name, phone, email and address of a contact a workflow sends to SolarDialer, to call it. Finds (by email or phone) or creates the contact for a lead whose call reached someone, and sets the SolarDialer properties on it. |
| Contact properties | Creates the property group SolarDialer and its seven properties once. |
| Calls and tasks | Logs each call on the contact, and a call task for each callback booked. |
| Deals | Reads your deal pipelines for the stage picker; creates or moves a deal for an interested lead, only if you picked a stage. |
| Workflows | Adds the action Call with SolarDialer. |
Contacts are called only within each state's calling hours, never when they are on your do-not-call list or asked not to be called, and at most the attempts your campaign allows. Your HubSpot data is used only to place and report your calls; see our privacy policy and terms.
Disconnecting
Click Disconnect HubSpot on Account → Integrations, or uninstall SolarDialer in HubSpot (Settings → Integrations → Connected apps). Results stop going to HubSpot at once; the leads and calls already in SolarDialer stay in your account until you delete them, and nothing is removed from HubSpot. To have your SolarDialer data deleted, email info@solardialer.net.
Pay only when we're talking to someone
22¢ a minute while on a call, or 14¢ with your own phone line. Calls nobody answers are free, and the first $2 of calls every month are on us. The HubSpot app itself costs nothing.
No monthly fee, no minimum. See pricing
Connect HubSpot today
Questions or problems? Call, text or WhatsApp +1 (689) 220-2019, or email info@solardialer.net; we answer within a day.