HelloSend empowers your business with a comprehensive communication suite—combining Twilio Call, SMS, and WhatsApp messaging into a single, easy-to-use solution built for Zoho CRM and Pipedrive. The HelloSend calling feature enables teams to handle calls professionally, automate workflows, and deliver superior customer experiences—all while keeping communication data organized and actionable within your CRM.
🌟 Key Benefits of Twilio Call Integration
- Twilio Call for Zoho CRM: Make, receive, and manage all customer calls directly within your CRM. With one-click access to calling features, teams can stay focused without switching tools.
- Click-to-Call in Zoho CRM: Initiate calls instantly from any Lead, Contact, or Deal record using the Click-to-Call button.
- Automated Call Logging: Every Twilio Call is logged automatically with details like duration, timestamp, and caller identity, reducing manual work and improving accuracy.
- CRM Call Recording & Playback: Calls can be recorded and accessed later for reference, quality control, and training purposes.
👥 Team Management in HelloSend
Organize your team efficiently with permission-based access and real-time user monitoring.
Step-by-Step Setup:
- Create a Team: Navigate to the calling section and click on "Create Team".
- Enter Details: Assign a team name, select users from your CRM list, and set roles:
- All: Full calling capabilities (inbound and outbound)
- Inbound Only: Can receive calls
- Outbound Only: Can place calls but not receive
- Manage Members: Add new users anytime with the “Add Users” option.
- View User Status: Monitor active users and their assigned roles from the "View Users" section.
Pro Tip: Regularly review roles and activity logs to ensure smooth collaboration and performance tracking.
🔁 Call Flow Customization in HelloSend
With HelloSend’s flexible Call Flow configuration, businesses can shape the customer calling experience to match their brand and operations.
Available Options:
- Welcome Message (TTS): Greet callers with a personalized message using Text-to-Speech.
- Busy Message (TTS): Notify callers when you're unavailable or outside business hours.
- Business Hours Setup: Define when your team is available and automatically redirect calls to voicemail or alternate numbers.
This ensures that no customer call goes unanswered and that callers always receive a professional experience.
📞 Twilio Call History in HelloSend
Track and manage every call interaction with HelloSend’s detailed call logs. Accessible directly from your CRM dashboard, this section helps your team stay informed and responsive.
How to Access Twilio Call History:
- Navigate to the calling section
- Click on the Call Logs tab
Filter Options for Twilio Calls:
- All: View every call record
- Inbound: Only incoming calls
- Outbound: Outgoing calls initiated by users
- Missed Calls: Calls that were not answered
- Voicemail: Calls that resulted in a voicemail recording
Use filters to quickly locate relevant conversations and improve response times.
💼 Why Choose HelloSend for Twilio Call Integration?
- Unified Communication Hub: SMS, WhatsApp, and voice calling via Twilio—everything in one place.
- Zoho CRM Native Integration: Deep linking with CRM records, timelines, and reporting.
- Real-Time Call Monitoring: Track agent performance and call outcomes as they happen.
- Improved Lead Engagement: Follow up quickly with logged calls and message history.
- Scalable for Teams: Supports small teams or large contact centers with role-based access and call distribution.
Whether you’re managing sales, support, or marketing, HelloSend gives you the tools to communicate better and work smarter.
Conclusion
HelloSend’s Twilio Call integration transforms how your team communicates—combining voice, SMS, and WhatsApp into a single, CRM-native platform. Whether you're following up on leads, supporting customers, or managing campaigns, HelloSend empowers you to handle calls professionally, efficiently, and at scale—all without leaving Zoho CRM or Pipedrive.
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