Integrating HubSpot with your phone system can dramatically improve how sales leaders monitor performance. Aloware automates the logging of calls, SMS, voicemails, and more—feeding real-time data into HubSpot to support accurate reporting.
This guide walks you through customizing HubSpot reporting using Aloware’s integration to track rep activity and extract actionable insights.
See the full picture: Why outreach reporting in HubSpot matters
For sales leaders, visibility into rep performance is everything. HubSpot’s reporting tools are robust, but they often require configuration to unlock their full value. Without optimization, teams are left guessing about productivity, follow-up speed, and call quality.
By integrating Aloware with HubSpot, you eliminate manual data entry and ensure every rep activity is tracked automatically—from outbound calls to AI-powered follow-ups. The result? Dashboards that give you an honest, data-driven view of your sales team’s performance.
1. Build custom HubSpot reports that reflect real rep performance
Why custom reports are critical
Custom reports give you precise visibility into:
- Rep activity volume and patterns
- Talk time and call outcomes
- Missed opportunities and response time
How to create custom reports
- Define your KPIs: Decide what to measure—talk time, missed calls, outbound volume, first response time.
- Add custom fields in Aloware: After defining KPIs, you can input related custom fields in Aloware to sync them with HubSpot (and select them in your reporting.)
- Use the custom report builder: Combine Aloware data fields (e.g., call direction, outcome, duration) with HubSpot activity logs.
- Apply filters: Narrow results by rep, team, timeframe, or lifecycle stage.
How Aloware helps
Aloware automatically syncs:
- Inbound and outbound call data
- SMS/MMS interactions
- Missed calls and voicemails
- Talk time, response time, and call outcomes
No rep needs to manually log calls—everything is recorded, attributed, and ready to report.
2. Track outreach effectively with sales activity dashboards
Why accurate sales tracking matters
You can’t coach or optimize what you can’t see. Sales activity reports let you:
- Track how many calls and texts each rep makes
- Identify slow follow-up times
- Measure who’s connecting vs. who’s missing leads
Steps to build sales activity reports in HubSpot
- Go to Reports > Dashboards > Create Report
- Select activity types: calls or tasks
- Apply filters (rep, team, timeframe)
- Choose visualizations: bar chart, line graph, or table
How Aloware enhances activity tracking
- All calls, SMS, and voicemail drops are logged
- Activities are correctly assigned to the rep
- Data appears instantly in HubSpot timelines and reports
3. Attribution that shows what’s really driving conversations
Why attribution reporting matters
Understanding which activities influence conversions helps prioritize rep time and coaching. HubSpot supports:
- Single-touch attribution: Credit goes to the first or last activity.
- Multi-touch models: Distribute credit across multiple calls or texts.
- Custom models: Tailor attribution based on business logic.
How Aloware adds value
With Aloware:
- Voicemails, missed calls, and AI agent interactions are all logged
- Attribution reflects all touchpoints—not just emails or manual notes
- Sales managers can see what truly drives movement in the pipeline
4. Build visual dashboards that sales leaders can act on
Why visual dashboards matter
Well-designed dashboards make it easier to:
- Compare rep activity side-by-side
- Spot performance dips or anomalies
- Communicate team trends to leadership
Advanced tips for better visuals
- Segment by rep or call outcome
- Overlay activity data with revenue KPIs
- Build separate dashboards for SDRs vs. AEs
How Aloware improves visualizations
- Ensures every outreach activity is synced in real time
- Tracks both call and SMS engagement for a full picture
- Adds AI-generated summaries that contextualize conversations
5. Use call and meeting types to uncover how reps spend their time
Why activity categorization matters
Volume alone doesn’t tell the full story. To manage performance effectively, sales and support leaders need to know what types of conversations reps are having—whether it’s demos, onboarding, renewal calls, or low-value outreach. HubSpot’s Call Type and Meeting Type fields, when synced with Aloware, make this possible.
How it works
Aloware allows reps to select a HubSpot-defined call type during call disposition. This syncs into HubSpot along with the call outcome (e.g., connected, voicemail), providing richer context for each logged interaction. You can categorize activity like:
- Kickoff calls
- Demo meetings
- Scheduling or rescheduling efforts
- Follow-ups with churn-risk customers
- Outbound win-back campaigns
How to set it up
- Define call and meeting types in HubSpot: Create your list of relevant interaction categories.
- Sync with Aloware: These options will appear when reps log or dispose of a call.
- Instruct reps to select both outcome and type: This adds dimensionality to your reporting.
Why this matters for reporting
With this setup, you can:
- Compare how reps allocate their time by activity type
- Identify time spent on high- vs. low-impact conversations
Real-world impact
This level of granularity helps managers make smarter resource decisions. For instance:
- If reps are spending too much time on past-due reminders, consider automating those tasks with an AI voice agent.
- If one rep logs 20 hours of talk time but is stuck on repetitive support calls, rebalance workloads or introduce workflows that offload low-touch tasks.
- If a rep spends 2+ hours a day with a single account, reporting can flag this and trigger a conversation around account management boundaries.
Pro tip:
You can also track engagement cadence using HubSpot filters—e.g., which accounts haven’t had a logged call or meeting in 30 days—and investigate gaps in customer communication.
FAQs about HubSpot reporting with Aloware
Q1: What do I need to enable HubSpot reporting with Aloware?
A: Connect your Aloware and HubSpot accounts and enable automatic logging in your settings panel.
Q2: Can I track rep activity in detail?
A: Yes. You can build reports on talk time, call outcomes, missed calls, and more—segmented by rep or team.
Q3: Can I use Aloware data in HubSpot attribution models?
A: Absolutely. Aloware logs activity that gets picked up by HubSpot’s multi-touch attribution engine.
Q4: How fast does data sync from Aloware to HubSpot?
A: All activity logs appear in HubSpot in real-time—no delays.
Start building better reports with HubSpot + Aloware
Aloware transforms HubSpot into a complete reporting platform for sales activity. Whether you’re coaching based on talk time, optimizing follow-up speed, or analyzing conversion trends, you’ll have the data to make better decisions.
Book a demo to explore what your team can unlock with HubSpot + Aloware.
