Exotel + Pipedrive Integration

Integrate Exotel to Pipedrive in one click, or tell Integrately AI how you want each contact handled. Capture customer details, create deals, update records, and trigger follow-up activities automatically.

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1.
  • Exotel
    Contact is created in Exotel
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • Exotel
    Create contacts in Exotel
  • Exotel
    Add contact to list in Exotel
  • Exotel
    Create list in Exotel
  • Exotel
    Outgoing call to connect number to call flow in Exotel
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready WorkflowsReady Workflows   for Exotel + Pipedrive Integration

Capture contacts, create deals, update pipeline records, alert your team, and trigger 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.
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Connect more apps to your Exotel + Pipedrive flow

Extend your sales and communication pipeline with email, messaging, scheduling, and CRM tools. Pick a combination and activate it in one click.

Exotel
Pipedrive
+
GmailGmail (6)
+
SlackSlack (5)
+
CalendlyCalendly (4)
+
WhatsAppWhatsApp (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
E
P
G
Create a Pipedrive person from every new Exotel contact, and send a notification email in Gmail
New Exotel contacts appear in Pipedrive as a new person instantly while Gmail alerts your sales team, so nobody misses a lead.
E
P
G
When a new Exotel contact arrives, create a Pipedrive deal and send a welcome email in Gmail
Every Exotel contact creates a deal in Pipedrive and triggers a welcome email in Gmail without manual effort.
P
E
G
When a Pipedrive deal stage is updated, update the contact in Exotel and send a status update in Gmail
Deal stage changes in Pipedrive trigger Exotel updates and notify stakeholders via Gmail.
E
P
G
Create a Pipedrive activity for every Exotel contact, and send a briefing email in Gmail
Exotel contacts automatically generate follow-up Pipedrive activities and briefing emails in Gmail.
E
P
G
Use Claude to summarise new Exotel contact details, create a Pipedrive note, and email the brief in Gmail
Claude summarises Exotel contact notes before storing them in Pipedrive and emailing the team via Gmail.
E
P
G
When a Pipedrive deal is created from an Exotel contact, add an organisation and send a confirmation in Gmail
New Exotel contacts create deals and organisations in Pipedrive while Gmail sends a confirmation.

Supported triggers and actions for Exotel and Pipedrive

Mix and match to build the exact automation you need

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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Create list in Exotel
Create a new list in Exotel campaigns
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Outgoing call to connect number to call flow in Exotel
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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What can you automate with Exotel + Pipedrive?

Streamline your communication and CRM workflows with ready-made automation capabilities.

What you can automate?
🔄
Create Pipedrive contacts from Exotel calls
Automatically generate a new contact or person record in Pipedrive the moment a contact is created in Exotel, eliminating manual transcription.
📋
Capture every submitted contact field
Map all available Exotel caller answers and custom parameters into corresponding Pipedrive fields rather than just basic names and phone numbers.
🔔
Notify your team instantly
Alert sales reps in Slack or via email as soon as a high-value contact is registered in Exotel and synced to Pipedrive.
🔀
Route records based on submitted data
Trigger different Pipedrive deal creation paths or assign specific activities depending on the specific criteria submitted during your Exotel call flow.
📝
Keep Pipedrive updated as calls happen
Update existing Pipedrive deals, notes, and organisations automatically whenever contact information or call statuses change in Exotel.
🔍
Add or update without creating duplicates
Search existing Pipedrive records before creating new ones, updating current person profiles instead of cluttering your CRM with duplicate entries.
📊
Handle later pipeline status changes
Trigger automated Exotel call flows or update contact lists whenever a Pipedrive deal moves to won, lost, or a custom stage.
🔌
Extend flows to popular team apps
Connect your Exotel and Pipedrive workflow to Slack, Gmail, or Calendly to notify team members and schedule follow-ups automatically.
And much more...

Who is Exotel + Pipedrive integration for?

Sales teams, support managers, and revenue operations leaders rely on this integration to eliminate manual data entry and keep communication records synchronized.

Sales operations managers
Sales operations managers
Inside sales representatives
Inside sales representatives
Account executives
Account executives
Call center supervisors
Call center supervisors
Business development reps
Business development reps
Customer success leads
Customer success leads
📈
Sales operations managers
You're tracking call volumes in Exotel while your team manages pipeline stages in Pipedrive, but manual data transfers mean your revenue reports are always outdated — connecting these apps means every contact lands in your CRM instantly and your pipeline metrics stay current.
Inside sales representatives
You need to act fast on inbound phone leads before prospects lose interest, but finding caller details across disparate systems slows down your response time — automating both apps means contact records and deal folders are ready the moment a call ends.
🤝
Account executives
You answer to sales directors who demand complete visibility into prospect touchpoints, but missing call logs leave gaps in your client history — this integration means every Exotel interaction is recorded inside your Pipedrive deal files without extra admin.
📞
Call center supervisors
Call volumes are too high for anyone to manually create CRM records for every inbound query, leading to abandoned follow-ups — with this integration, every caller is automatically registered as a contact and queued for follow-up in Pipedrive.
🎯
Business development reps
You depend on inbound call campaigns to generate pipeline, but delayed handoffs between phone logs and CRM tasks cause leads to stall — automating both apps means your outbound call lists and deal stages update simultaneously.
📋
Customer success leads
You need a reliable history of customer support calls and account health, but fragmented records make it difficult to track support touchpoints — connecting these apps means every customer conversation maps directly to their Pipedrive organisation history.
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 Exotel + Pipedrive

Build and manage your Exotel + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exotel + Pipedrive 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exotel to Pipedrive?
Frequently Asked Questions
You can connect Exotel to Pipedrive in 1 click using ready workflows on Integrately. Select a pre-built template, connect your accounts, and activate the automation. You can also ask Integrately AI to build custom multi-step workflows linking Exotel, Pipedrive, and tools like Slack or Gmail.
Can I automatically create Pipedrive deals from Exotel contacts?
Frequently Asked Questions
Can I connect Exotel, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exotel and Pipedrive?
Frequently Asked Questions
How does Exotel handle contact data during integration?
Frequently Asked Questions
Can I update Pipedrive deals when Exotel calls finish?
Frequently Asked Questions
Do I need coding skills to automate Exotel and Pipedrive?
Frequently Asked Questions
Is the Exotel and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect Exotel or Pipedrive With 1500+ Other Apps

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