Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Sheet Director

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Streamline data management and automate workflows by integrating Sheet Director with HubSpot, enabling you to sync data between Google Sheets and HubSpot effortlessly.

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Jira

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Streamline project management and collaboration by integrating Jira with HubSpot, enabling you to sync tasks, issues, and projects seamlessly between platforms.

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Asana by ConnectIn

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Simplify task management and improve project collaboration with Asana by ConnectIn integrated with HubSpot. Discover how our integration solutions can optimize your workflow.

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PDF CreateMate

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Simplify document management and improve workflow efficiency with PDF CreateMate integrated with HubSpot. Discover how our integration solutions can streamline processes.

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Kiflo PRM

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Optimize partner relationship management and drive channel sales by integrating Kiflo PRM with HubSpot, enabling you to onboard, manage, and track partner activities seamlessly within your CRM platform.

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Contacts+

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Enhance your contact management capabilities and improve relationships by integrating Contacts+ with HubSpot, enabling you to access enriched contact data and streamline communication.

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PartnerStack

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Optimize your partner management processes and drive channel growth by integrating PartnerStack with HubSpot, enabling you to manage partnerships, track referrals, and reward advocates effectively.

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ApiX-Drive

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Streamline document management and improve collaboration by integrating ApiX-Drive with HubSpot, enabling you to store, share, and access files securely within your CRM platform.

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Equals

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Streamline expense management and improve financial visibility by integrating Equals with HubSpot, enabling you to sync expenses, track budgets, and analyze spending patterns.

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Nvoip

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Enhance call management and improve customer interactions by integrating Nvoip with HubSpot, enabling you to track calls, capture leads, and streamline communication seamlessly.

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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Exotel + HubSpot

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Integrated Communication Channels

Integrate HubSpot with Exotel to unify communication channels and manage calls, SMS, and customer interactions directly within HubSpot for enhanced customer engagement and relationship management.

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Automated Call Tracking

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.

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Personalized SMS Campaigns

Personalize SMS campaigns and communications with Exotel data integrated into HubSpot, leveraging customer information and interactions to deliver targeted messages and promotions that resonate with your audience.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Exotel Integration streamline communication management?

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.

Can I automate call tracking and logging with Exotel integration?

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.

How does the integration enable personalized SMS campaigns and communications?

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.

Can I segment contacts and tailor communication efforts based on customer interactions?

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.

Are there specific use cases where Exotel integration can drive significant ROI for businesses?

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.

How does the integration support cross-functional collaboration within organizations?

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.

Can I track changes in customer communication preferences and follow-up accordingly?

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.

How can I ensure seamless integration between HubSpot and Exotel's systems and processes?

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.

What are the key benefits of using HubSpot Exotel integration for communication management?

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.

Is it possible to customize call dispositions or SMS templates within the integration?

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.
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.

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