Freshworks CRM (Freshsales Suite) + Exotel Integration

Integrate Exotel to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Capture leads, create contacts, update deals, and log tasks in Freshworks CRM (Freshsales Suite) automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Exotel
    Contact is created in Exotel
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • Exotel
    Create contacts in Exotel
  • Exotel
    Add contact to list in Exotel
  • Exotel
    Outgoing call to connect number to call flow in Exotel
  • Exotel
    Create list in Exotel

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Ready WorkflowsReady Workflows   for Freshworks CRM (Freshsales Suite) + Exotel Integration

Capture contacts, create deals, update customer records, alert your team, and log follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Exotel + Freshworks CRM (Freshsales Suite) flow

Teams often want to log call details in spreadsheets, schedule follow-ups, and notify support channels when communication flows stall. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Exotel
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
WhatsAppWhatsApp (4)
+
StripeStripe (4)
E
G
F
When a contact is created in Exotel, create a spreadsheet row in Google Sheets, and create a contact in Freshworks CRM (Freshsales Suite).
New Exotel contacts appear in Google Sheets immediately and create corresponding entries in Freshworks CRM (Freshsales Suite), eliminating manual data entry.
F
G
E
When a contact is created in Freshworks CRM (Freshsales Suite), update the Google Sheets row and add contact to list in Exotel.
Keep your spreadsheet records synchronized whenever new contacts are added to Freshworks CRM (Freshsales Suite) and update Exotel lists instantly.
F
G
E
When a Freshworks CRM (Freshsales Suite) deal is updated, update the Google Sheets row and add contact to list in Exotel.
Deal progress updates in Freshworks CRM (Freshsales Suite) automatically reflect in Google Sheets and update Exotel lists without delay.
F
G
E
If a Freshworks CRM (Freshsales Suite) contact is created, log it in Google Sheets and add contact to list in Exotel.
Capture every newly generated CRM contact in your reporting spreadsheet and route them into Exotel communication lists.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Exotel

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Exotel
Exotel Triggers & Actions
Contact is created in Exotel
Tiggers the automation when contact is created
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Create contacts in Exotel
Create one or more contacts in Exotel campaigns
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Add contact to list in Exotel
Add existing contacts to a list in Exotel campaigns
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Outgoing call to connect number to call flow in Exotel
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Create list in Exotel
Create a new list in Exotel campaigns
Try it →

What can you automate with Exotel + Freshworks CRM (Freshsales Suite)?

Streamline your communication and sales workflows by automating routine data transfers between Exotel and Freshworks CRM (Freshsales Suite).

What you can automate?
📞
Sync Exotel calls and contacts directly into Freshworks CRM
Automatically create contacts in Freshworks CRM (Freshsales Suite) whenever a new contact is registered in Exotel. Eliminate manual transcription and ensure sales reps have immediate access to inbound lead details.
📝
Capture every submitted field from customer interactions
Map all available contact attributes and phone data into separate Freshworks CRM (Freshsales Suite) fields instead of just names and numbers. Your database becomes a comprehensive source for customer engagement.
🔔
Notify your team as soon as a contact arrives
Alert the right sales representative or team channel the moment a new Exotel contact or Freshworks CRM (Freshsales Suite) deal is created. Speed up response times and close deals faster.
🔀
Route records based on submitted contact fields
Perform different actions in Freshworks CRM (Freshsales Suite) depending on specific attributes or tags submitted during Exotel calls. Direct high-value prospects to priority queues automatically.
🔄
Keep CRM records up to date as deals change
Automatically update Freshworks CRM (Freshsales Suite) contacts and deals whenever related communication events occur in Exotel. Maintain accurate pipeline stages without manual editing.
🔍
Search and update instead of creating duplicate records
Check whether a contact already exists in Freshworks CRM (Freshsales Suite) before creating a new entry. Keep your database clean by updating existing profiles with fresh Exotel data.
Handle later status changes and task completions
Manage deal updates, task creations, and account modifications across platforms as customer interactions progress. Ensure follow-up tasks are scheduled and marked complete on time.
🔗
Extend your workflow to Slack or Google Sheets
Connect your core Exotel and Freshworks CRM (Freshsales Suite) flow to Slack, Google Sheets, or other popular apps to notify teams and log backup data automatically.
And much more...

Who is Exotel + Freshworks CRM (Freshsales Suite) integration for?

Sales and support teams handling high-volume voice traffic and customer data need seamless synchronisation between cloud telephony and CRM workflows to prevent missed leads.

Performance marketers
Performance marketers
Inside sales teams
Inside sales teams
Account executives
Account executives
Customer support managers
Customer support managers
Sales operations specialists
Sales operations specialists
CRM administrators
CRM administrators
📈
Performance marketers
You're running voice campaigns across multiple channels but your tracking reports only update when someone manually exports call logs, so the metrics you're optimising against are always outdated — automating both apps means every new contact lands in your CRM instantly and your dashboards stay current.
Inside sales teams
You need to act fast on incoming calls, and you find out about customer inquiries too late because agents are bogged down updating databases — integrating these apps means new contacts are created immediately so your sales reps can follow up without delay.
🤝
Account executives
You answer to clients who want to see steady progress on their support requests and deal updates, but records are scattered across disconnected systems — with this integration, every deal change and contact update is logged automatically to keep stakeholders informed.
🎧
Customer support managers
The volume of inbound calls and customer inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and lost tickets — connecting these apps means every interaction is captured and organized in your CRM without manual data entry.
🔄
Sales operations specialists
You own the next step in the pipeline and depend on telephony agents to hand over lead details before you can assign tasks — automating both apps means contact details flow straight from Exotel into Freshworks CRM (Freshsales Suite) for instant task creation.
📋
CRM administrators
You need a reliable history of customer interactions, but manual logging keeps leaving gaps and duplicate entries in your database — with this integration, every contact and deal update is recorded accurately to maintain clean customer records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Exotel

Build and manage your Freshworks CRM (Freshsales Suite) + Exotel automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Exotel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exotel to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Exotel to Freshworks CRM (Freshsales Suite) using 1-click automation setup on Integrately, along with Google Sheets, Slack, and other tools, or ask Integrately AI to build the automation.
Can I automatically sync new Exotel contacts to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect Exotel, Freshworks CRM (Freshsales Suite), and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Exotel and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Exotel handle contact creation data for this integration?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle deal and contact updates here?
Frequently Asked Questions
Do I need coding skills to automate Exotel and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Exotel and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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