Telephony Integration
Connect supported third-party calling providers with VistaarFlow and bring telephony activity into your CRM workflow.
VISTAARFLOW CRM + TELEPHONY
Connect customer calls with your CRM workflow.
Connect supported third-party telephony services such as Exotel and Plivo with VistaarFlow to keep call activity closer to your leads, contacts and opportunities. Give your team more customer context before the next follow-up.
Exotel integrationPlivo integrationCRM call context
Recent Call Activity
Rahul SharmaOutgoing call • Connected
04:18Ananya PatelIncoming call • Connected
02:42Vikram MehtaOutgoing call • Follow-up
01:55Sana KhanIncoming call
03:10CALLING + CUSTOMER CONTEXT
More than a phone call.
Keep it connected to your CRM.
Bring supported telephony workflows closer to your lead records so your team can work with call activity and customer context from one CRM.
Contact Context
Keep calls associated with CRM leads and contacts so team members can understand who they are speaking with and what happens next.
Call Tracking
Track supported third-party call activity alongside the customer record instead of managing sales calls completely outside your CRM.
Follow-up Workflow
Use CRM tasks, opportunities and workflows to continue the customer journey after a call is completed.
CHOOSE YOUR TELEPHONY PROVIDER
Connect with Exotel or Plivo.
VistaarFlow is designed to work with supported third-party telephony providers, giving businesses flexibility in how they connect calling with their CRM.
Exotel
Configure Exotel as a supported telephony provider and connect applicable business calling activity with your VistaarFlow CRM records and workflows.
TELEPHONY INTEGRATIONPlivo
Connect supported Plivo calling workflows with VistaarFlow so customer call activity can remain closer to your contacts, leads and sales process.
TELEPHONY INTEGRATIONCONNECTED CALL WORKFLOW
From customer call to the next CRM action.
Keep calling activity connected to the broader lead and opportunity journey.
01Lead / ContactCustomer exists in CRM
02CallSupported provider handles calling
03Call ActivityRelevant activity is tracked
04CRM ContextLead details stay accessible
05Follow-upCreate the next CRM action
06OpportunityContinue through the pipeline
AI-POWERED CRM CONTEXT
Turn supported call information into useful next steps.
VistaarFlow's AI capabilities can support your wider CRM workflow with features such as call summaries and smart recommendations where applicable, helping teams spend less time reconstructing customer context.
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AI call summaries
Use supported call information to create a concise summary for easier CRM follow-up.
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Smart recommendations
Use AI assistance to help surface useful next actions based on available CRM context.
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Customer history
Keep call-related activity closer to the contact, tasks and opportunity journey.
Call Summary✦ AI ASSISTED
CONTACTRahul Sharma
CALLOutgoing • 4m 18s
SUMMARY
Customer discussed requirements and requested additional details before making a decision.
SUGGESTED NEXT ACTIONCreate follow-up task and share requested information.
CRM STAGEQualified Lead
Connect your calls with your customer journey.
Bring supported Exotel and Plivo telephony workflows closer to leads, contacts, tasks and opportunities in VistaarFlow.