

Exotel + Roll Integration
Integrate Exotel to Roll in one click, or tell Integrately AI how you want each contact handled. Create companies, log interactions, manage projects, and sync customer records automatically.
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Ready Workflows for Exotel + Roll Integration
Capture contacts, create companies, track projects, update records, and manage billing, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 + Roll flow
Sync customer conversations with your CRM, manage tasks, and notify your team instantly. Pick a combination and activate it in one click.


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HubSpot (4)
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Pipedrive (3)
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Slack (3)
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Google Sheets (3)
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Asana (3)
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Stripe (3)
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Create a Roll company and a HubSpot contact whenever a new contact is created in Exotel
New Exotel contacts instantly generate a company record in Roll and a matching contact in HubSpot without manual copying.
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Search for a Roll company when a contact is created in Exotel and update HubSpot records
Find existing Roll companies and update HubSpot records automatically when new Exotel contacts arrive.
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Create a Roll project and a HubSpot deal when a new contact is created in Exotel
Turn Exotel contacts into active Roll projects and HubSpot deals in one automated step.
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Use Claude to evaluate Exotel contacts, create a Roll company, and add a HubSpot contact
Use Claude to assess contact details before creating structured Roll and HubSpot records automatically.
Supported triggers and actions for Exotel and Roll
Mix and match to build the exact automation you need

Exotel Triggers & Actions

Roll Triggers & Actions
What can you automate with Exotel + Roll?
Streamline your customer communication and business operations by syncing contacts, companies, projects, and time records effortlessly.
🏢
Create CRM companies from new customer contacts
Automatically generate a new company record in Roll whenever a contact is created in Exotel, eliminating manual data entry between your communication platform and CRM.
📋
Capture every contact and company detail
Map all available contact attributes and phone numbers directly into your Roll records instead of missing critical metadata during customer interactions.
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Notify your team the moment a contact arrives
Trigger instant team alerts or communication updates whenever new customer interactions start, ensuring immediate visibility across departments.
🔀
Route contacts based on specific criteria
Create different project types or assign specific tasks in Roll depending on the department or requirements submitted through your Exotel call flows.
🔄
Keep project and company records updated
Automatically update existing Roll projects and company profiles when new contact activities or interaction logs occur in Exotel.
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Search and update without creating duplicates
Search existing Roll company records before creating new entries, ensuring your database remains clean and free of duplicate accounts.
⏱️
Log time records for completed project milestones
Track billable hours and create time records in Roll as customer projects advance through various operational stages and completion milestones.
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Send notifications to Slack channels instantly
Extend your Exotel and Roll workflow by posting automated updates and contact summaries directly to your designated Slack team channels.
And much more...
Who is Exotel + Roll integration for?
Sales managers, support leads, and project directors use this integration to keep customer conversations aligned with business projects and financial tracking without manual data entry.
Financial Controllers
Sales Operations Leads
Account Managers
Customer Support Managers
Project Coordinators
Operations Directors
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Financial Controllers
You report on project revenue and customer accounts based on manual updates, but the numbers are always stale because records lag behind actual calls — with this integration, every new contact and company syncs instantly so your financial reports remain accurate.
⚡
Sales Operations Leads
You need to act fast when new customer accounts appear, and you find out too late because contact details sit in your communication platform — this integration means every new contact triggers immediate company creation in your CRM so your sales team responds instantly.
🤝
Account Managers
You answer to clients who want to see project progress and active engagement records, but tracking data is scattered across systems — automating both apps means every communication record links to the right project so your clients get accurate status updates.
📈
Customer Support Managers
The volume of incoming calls and contact records is too high for anyone to keep up by hand, leading to missed client accounts — connecting these apps means every contact automatically creates structured records without manual backlog.
🔄
Project Coordinators
You own the project setup stage and depend on sales to hand over client details from phone interactions, but handoffs get delayed — this integration means every new contact automatically sets up foundational company and project records ready for your team.
🗂️
Operations Directors
You need a reliable customer history and keep finding gaps between communication logs and project records — this integration means every interaction and company record stays perfectly aligned with zero missing entries.

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 + Roll
Build and manage your Exotel + Roll automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exotel + Roll with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Exotel + Roll Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exotel to Roll?
You can connect Exotel to Roll in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Hubspot, Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create Roll companies from Exotel contacts?
Can I connect Exotel, Roll, and Slack?
What is a good Zapier alternative for Exotel and Roll?
How do Exotel contact triggers work with Roll projects?
Can I search for existing companies in Roll before creating new ones?
Do I need coding skills to automate Exotel and Roll?
Is the Exotel and Roll integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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