Exotel Integration

Exotel Integration

You can incorporate Exotel into your ERPNext account using this integration. Exotel allows you to save leads and phone numbers directly to your ERPNext

1. Features

• Track incoming calls in your ERPNext account.
• Shows existing lead/customer information pop-up to employees when an incoming call is received.

2. How to setup

2.1 Setup your Exotel account

• Go to App Bazaar after logging into your Exotel account.

• For a new flow, develop a new app.

• Setup the flow as you wish it to be.

• The URL https://your- site>/api/method/erpnext.erpnext integrations.exotel integration.handle incoming call should be pasted under "Create popup..." in your connect API.

Note: Replace in URL with your site name. For example, if the site name is frappe.erpnext.com then the URL will be: https://frappe.erpnext.com/api/method/erpnext.erpnextintegrations.exotelintegration.handleincomingcall

• After that add a Passthru applet under "After Call Conversation ends" and paste following URL: https:///api/method/erpnext.erpnextintegrations.exotelintegration.handleendcall

Note: Make sure to check "Make Passthru Async".

• Similary, add a Passthru applet under "If nobody answers..." section and paste following URL: https:///api/method/erpnext.erpnextintegrations.exotelintegration.handlemissedcall

Note: Make sure to check "Make Passthru Async".

• Maintain the flow.

• Set up this freshly formed app on your ExoPhone, which is where you get calls for work.

2.2 Setup in ERPNext

Go to 'Exotel Settings' from Awesome Bar.

Set your "Exotel SID" and "Exotel Token". Your Exotel Dashboard is where you can discover your API key and token.

Visit the communication medium page.

Put that number on your ExoPhone and schedule it. The popup will be presented to employees according to this schedule.