HelloSend SMS/ Call/ WhatsApp for CRM

HelloSend SMS/ Call/ WhatsApp for CRM

The HelloSend Call Module brings advanced calling features to Zoho CRM, Pipedrive and Zoho Desk, helping businesses streamline communication and enhance productivity. Key highlights include:
  • Team Management: Easily organize your team, assign roles, and set permissions for seamless collaboration.
  • Customizable Call Flow: Configure call flows with Text-to-Speech (TTS) options for welcome messages, busy messages, and personalized business hour settings to fit your operations.
  • Comprehensive Call History: Track and manage all incoming and outgoing calls with detailed logs.
  • Inbound & Outbound Calling: Effortlessly make and receive calls within the CRM.
  • Tight Integration: Built-in connectivity with Zoho CRM and Pipedrive, ensuring your calling data is synced and accessible for better decision-making.
With HelloSend, you can define complete call workflows, manage call interactions effectively, and deliver a superior client experience right from your CRM.

Call Flow in HelloSend

  • Customizable Call Flow: Configure call flows with Text-to-Speech (TTS) options for welcome messages, busy messages, and personalized business hour settings to fit your operations.


Call Logs in HelloSend

HelloSend's Call Module allows you to easily view and manage your call logs. You can filter and check specific types of calls, such as All Calls, Inbound, Outbound, Missed Calls, and Voicemails
  1. Access the Call Logs Section
    • Navigate to the Call Module in your HelloSend dashboard.
    • Click on the Call Logs 
      tab to access the logs.


  1. Filter by Call Type

    • Use the available filters to narrow down your call records:
      • All: Displays every call, regardless of type.
      • Inbound: Shows only incoming calls.
      • Outbound: Displays outgoing calls made from your account.
      • Missed Calls: Lists calls that were not answered.
      • Voicemail: Displays calls with recorded voice messages.


Team in HelloSend

Creating a team in the HelloSend Call Module is quick and simple. Follow these steps to set up and manage your team effectively:

Step 1: Create a New Team
  1. Go to HelloSend application.

  2. Navigate to the Call Module section.

  3. Click the "Create Team"
     button to start setting up a new team.


Step 2: Enter Team Details

Provide a unique name for the team in the Team Name field.
Assign users to the team:
  1. Select the users from the dropdown or list.
  2. Set their permissions based on their role:
    1. All: Access to both inbound and outbound activities.
    2. Inbound Only: Restricted to inbound activities.
    3. Outbound Only:Restricted to outbound activities.


Step 3: Save the Team


  1. Once all details are entered, click the "Save" button to finalize the team creation.

Step 4: Add Users to an Existing Team

  1. To assign additional users to an already existing team, click the "Add Users" button.

  2. Select users and configure their permissions as needed.

  3. Save the changes.

Step 5: View User Status
  1. Click the "View Users"
     button to view the list of users in the team.

  2. Check the live status of each user and their assigned permissions.

Key Notes
  • Team Permissions: Ensure you assign the correct permissions to users based on their roles.

  • User Status: Regularly check the live status of team members to manage activity effectively.

  • Adding Users: You can add or update users anytime after creating a team.

By following these steps, you can seamlessly create and manage teams within the HelloSend Call Module. For additional assistance, feel free to contact our support team.