Overview
Exotel is widely used cloud telephony in India. Connecting it to CRM aligns call logs, recordings, and dispositions with leads so reporting matches what reps actually dialed.
What data is involved
- Call detail records and recording URLs when enabled.
- Agent or extension mapping to CRM users.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Integrations → Exotel.
- Enter API key, SID, and token from the Exotel dashboard.
- Map numbers and call disposition fields to CRM.
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.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
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.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → Exotel.
- Enter API key, SID, and token from the Exotel dashboard.
- Map numbers and call disposition fields to CRM.
Best practices
- Align DND and consent rules for outbound campaigns.
- Monitor failed calls and carrier errors in dashboards.
Best for & common use cases
India SMBs needing local telco-friendly routing with CRM call logs.
- Inbound support lines that create or update CRM leads automatically.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.