HubSpot Exotel Integration

Connect Exotel with HubSpot

Fully Secure Integration

Scalable & Fast

Support Included

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Examples of Integration Workflow Triggers and Actions

New Contact in List

Trigger automated call notifications or follow-up actions in Exotel when new contacts are added to specific lists in HubSpot, enabling timely outreach and engagement based on customer segmentation.

New Deal Property Change

Update call dispositions or notes in Exotel based on deal changes in HubSpot, ensuring that sales teams have visibility into call outcomes and customer interactions for effective pipeline management.

Product Created or Updated

Sync product-related call scripts or information with Exotel to ensure that sales and support teams have access to up-to-date product knowledge and messaging during customer interactions.

New Email Event

Send automated SMS notifications or reminders through Exotel based on email interactions or campaign responses in HubSpot, enhancing multi-channel communication and engagement with your audience.

Add Contact to HubSpot List

Segment contacts in Exotel based on lists or properties in HubSpot, enabling targeted calling or SMS campaigns tailored to specific audience segments and preferences.

Create a Company in HubSpot

Automatically create company records in HubSpot based on call or SMS interactions tracked in Exotel, ensuring that sales and marketing teams have visibility into key account relationships and communications.

Find Company

Retrieve company information or call history from Exotel and sync it with HubSpot for comprehensive customer insights and analysis, supporting strategic planning and relationship management efforts.

Find or Create Line_item

Sync product-related call data or customer inquiries with Exotel to ensure that sales teams have visibility into customer needs and preferences, and can provide tailored solutions and recommendations.

Find or Create Deal

Generate deal records in HubSpot based on call outcomes or customer interactions tracked in Exotel, providing sales teams with valuable context and insights to drive conversions and revenue growth.

Update Contact

Automatically update contact records in HubSpot based on call dispositions or notes logged in Exotel, ensuring that sales and support teams have access to the latest information for customer engagement and management.

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Frequently Asked Questions

The integration streamlines communication management by unifying call, SMS, and customer interaction data from Exotel directly within HubSpot, enabling efficient communication tracking, logging, and follow-up.
Yes, you can automate call tracking and logging with Exotel integration, capturing call data and recordings in HubSpot for comprehensive lead and customer insights, and enabling efficient follow-up and nurturing.
By integrating Exotel data into HubSpot, the integration enables personalized SMS campaigns and communications, leveraging customer information and interactions to deliver targeted messages and promotions that resonate with your audience.
Absolutely, you can segment contacts in HubSpot based on call dispositions, SMS interactions, or other customer interactions tracked in Exotel, enabling targeted communication efforts tailored to specific audience segments and preferences.
Yes, businesses can realize significant ROI by using Exotel integration for efficient communication management, automated call tracking and logging, personalized SMS campaigns, targeted communication efforts, and ultimately, improved customer engagement and retention.
By centralizing communication data and insights within HubSpot and Exotel, the integration fosters collaboration between sales, marketing, customer service, and support teams, ensuring alignment and consistency in communication efforts and customer interactions.
Yes, you can track changes in customer communication preferences and follow-up accordingly with Exotel integration, enabling timely outreach and engagement based on customer interactions and preferences.
By configuring triggers and actions within the integration settings, you can ensure seamless communication and data synchronization between HubSpot and Exotel, facilitating smooth integration across sales, marketing, and customer service workflows.
The key benefits include streamlined communication management, automated call tracking and logging, personalized SMS campaigns, targeted communication efforts, cross-functional collaboration, and ultimately, improved customer engagement and retention.
Yes, you can customize call dispositions, SMS templates, and other communication settings within the integration to align with your organization's communication goals and preferences, ensuring that the integration meets your specific needs and requirements.