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Integration

Exotel Integration for HelloGrowthCRM — Cloud Telephony & Call Logging

Connect Exotel with HelloGrowthCRM. All inbound and outbound calls are logged automatically, recordings attached to contact records.

Quick answer

Do I need Exotel if HelloGrowthCRM has a built-in dialer?

Not necessarily. The built-in dialer covers most teams out of the box. Choose Exotel if you already run Exotel virtual numbers and IVR flows you want to keep — the integration logs that traffic into the CRM.
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What you get

Exotel is India's most widely deployed cloud telephony platform, trusted by thousands of businesses for inbound IVR, outbound calling, and virtual numbers. When connected to HelloGrowthCRM, every call — inbound or outbound, answered or missed — is logged automatically to the correct contact record. Your team never has to manually update call history again.

Inbound call routing through Exotel IVR can create or update CRM contacts in real time. When a prospect calls your business number, HelloGrowthCRM looks them up by phone number. If they exist, the call logs to their record. If they don't, a new contact is created. Either way, the rep picking up has CRM context visible on screen before they say hello.

Call recordings attach to deal records automatically. Managers can review calls for quality assurance, training, and coaching without asking reps for details. Sales managers conducting pipeline reviews can listen to discovery calls to understand deal health — not just take the rep's word for it.

Missed call handling is automated. When an inbound call goes unanswered, HelloGrowthCRM creates a callback task assigned to the right rep or queue. That task includes the caller's phone number, time of call, and any IVR selections they made — so the callback is informed, not cold.

Outbound calling campaigns integrate with Exotel's auto-dialer. HelloGrowthCRM generates a calling list based on pipeline segment or lead status; Exotel dials sequentially; call outcomes (answered, voicemail, busy) log back to the CRM automatically. That feedback loop lets managers measure call campaign effectiveness in real time.

For India-specific compliance, Exotel's DNC registry checks integrate with HelloGrowthCRM's lead lists. Contacts flagged as DNC in Exotel are marked in the CRM so reps never call them — protecting your business from TRAI penalties.

Implementation details

Exotel-CRM workflows that drive measurable ROI

Exotel's cloud telephony deployment in India is broader than any other CRM-telephony integration in the market — most established Indian businesses already have Exotel infrastructure for IVR, virtual numbers, click-to-call, or call masking. The CRM integration brings that existing telephony investment into the sales pipeline rather than requiring a separate dialer or tool. Teams typically see call-logging discipline jump from 30 to 90+ percent within the first month, simply because the logging is automatic rather than manual.

Number masking is the underrated workflow this integration enables for marketplace, on-demand, and field-service businesses. Customer phone numbers can stay private from rep phones (and rep numbers can stay private from customers) while still routing through Exotel's virtual number layer. The CRM record retains the full call history; neither party needs the other's direct number. For businesses handling sensitive customer information — healthcare, finance, real estate, legal — this is operationally and legally significant.

The reporting layer that comes from unified Exotel-CRM data is the long-term payoff. Average talk time per won deal versus lost deal, ring-no-answer rate by territory, IVR-to-rep handoff time, and call-attempt-to-meeting conversion rate are all derivable when telephony events and CRM records sit in the same data layer. Most teams discover, on first looking at this data, that their call-attempt-to-contact rate is materially lower than they assumed — which becomes a clear coaching and capacity-planning input.

Automation workflows

Automation workflows with Exotel and HelloGrowthCRM

Log every Exotel call against the right record

Inbound and outbound calls through your Exotel virtual numbers match to CRM contacts by phone number, with duration and recording links on the timeline. Managers stop asking reps to fill in call sheets nobody trusts.

Route inbound calls using CRM context

When a call hits your Exotel number, the CRM identifies the caller and routes to the deal owner rather than a random agent. Unknown numbers create new leads automatically, so missed calls still enter the pipeline.

Turn missed calls into follow-up tasks

Every missed or abandoned call creates a callback task with the caller's number and any existing history. Teams that measure it usually find missed-call follow-up is their cheapest source of recovered revenue.

Review calls with AI summaries

Pair Exotel recordings with HelloGrowthCRM's AI call summaries so managers scan a paragraph instead of replaying twenty minutes of audio. Coaching conversations get specific: the summary shows where the pitch drifted.

In practice

How Indian teams run calling on Exotel plus a CRM

Real estate site-visit desk

A builder's sales office receives portal enquiries on an Exotel number. Every call logs to the project pipeline, missed calls become tasks within a minute, and weekend call volume finally shows up in Monday's report.

Clinic front desk

A dental chain routes appointment calls through Exotel IVR. Existing patients reach their branch directly, new callers become CRM leads, and no-answer calls trigger a WhatsApp with a booking link.

EdTech counselling team

Counsellors dial from the CRM through Exotel so students see a consistent business number. Recordings and AI summaries attach to each applicant, letting team leads audit quality without sitting in on calls.

Setup guide

How to connect — step by step

Takes about 10–15 minutes. No coding required.

Setup at a glance

  • Get your Exotel API credentials
  • Connect Exotel in HelloGrowthCRM
  • Map virtual numbers to CRM pipelines or reps
  • Configure missed call and recording settings
  • Test with a call to your Exotel virtual number
  1. 1

    Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.

    HelloGrowthCRM login screen: Sign in with Google, email and password fields, Remember me, and Sign up link

    Open login page(opens in a new tab)app.hellogrowthcrm.com/login

  2. 2

    Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).

    HelloGrowthCRM Settings: Admin sidebar with Settings selected, secondary menu with Communication and Integrations, and profile area

    Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings

  3. 3

    Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.

    HelloGrowthCRM Settings menu highlighting COMMUNICATION and Integrations next to the Admin Settings sidebar

    Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings

  4. 4

    Get your Exotel API credentials

    Log in to your Exotel dashboard at my.exotel.com. Go to Settings → API Keys and note your Account SID, API Key, and API Token. Also note the virtual number (ExoPhone) you want to use for CRM-linked calls.

  5. 5

    Connect Exotel in HelloGrowthCRM

    In HelloGrowthCRM, go to Settings → Integrations → Telephony → Exotel. Enter your Account SID, API Key, and API Token. Paste the ExoPhone number and click Connect. HelloGrowthCRM will verify the credentials and confirm the connection.

  6. 6

    Map virtual numbers to CRM pipelines or reps

    Under the Exotel integration settings, assign each virtual number to a pipeline or a specific rep group. Inbound calls to that number will be routed to the assigned rep or team and automatically logged to matching CRM contact records.

  7. 7

    Configure missed call and recording settings

    Enable 'Create task on missed call' to auto-generate follow-up tasks when inbound calls go unanswered. Enable 'Attach recording to contact' to link call recordings to the CRM record after each call. Set the recording retention period to match your policy.

  8. 8

    Test with a call to your Exotel virtual number

    Make a test inbound call to your Exotel virtual number from a phone number that exists as a contact in HelloGrowthCRM. After the call ends, verify that the call log, duration, and recording appear on the correct contact record in the CRM.

Need help with setup? Book a 15-minute onboarding call — our team will connect it live with you.
FAQ

Frequently asked questions

Do I need Exotel if HelloGrowthCRM has a built-in dialer?
Not necessarily. The built-in dialer covers most teams out of the box. Choose Exotel if you already run Exotel virtual numbers and IVR flows you want to keep — the integration logs that traffic into the CRM.
Can I keep my existing Exotel numbers and IVR?
Yes. The integration works with your current Exotel configuration. Calls continue flowing through your numbers and IVR; the CRM adds contact matching, logging, tasks, and reporting on top.

Want help evaluating the next step?

Book a demo to see HelloGrowthCRM in action, or start a free trial.