Purpose and Goals:

The purpose of this walkthrough is to demonstrate how to integrate Taalk's call and get call functionalities into a HubSpot workflow. The goal is to streamline the process of automating outbound calls based on specific triggers within HubSpot, such as contact changes or pipeline updates, by using webhooks and API integration.

User Scenarios:

1. HubSpot Workflow Integration: Users can integrate Taalk's call functionality into their HubSpot workflows by adding a webhook action. This allows for automation based on triggers like contact or pipeline changes, ensuring timely and relevant call actions.
2. API Setup and Authentication: To enable the integration, users need to generate an API key within the Taalk platform. This key must be included in the request header as part of the authentication process. The strict privacy and protection policies ensure that only authorized users can make API calls.
3. Customizing the Request Body: When making the API call, users can customize the request body by adding fields such as name, phone number, agent, and parameters. These parameters allow for real-time contextual information to be relayed during the call, enhancing personalization.
4. Dynamic and Static Fields: The integration supports the use of dynamic fields in HubSpot for name, phone, and parameters, while the agent field can be set as a static field to match the persona in Taalk. This flexibility allows users to tailor the call setup according to their specific needs.
5. Testing and Execution: After setting up the integration, users can easily test the workflow by initiating a call. The process ensures that Taalk is seamlessly integrated into HubSpot, providing a more productive and automated call management system.

Visuals and Media:

https://www.loom.com/share/e413b82f5b004997a34be9e7f00eac83