Integration With Zoho CRM (PSTN and VoIP)

exotel is a highly secure, reliable, and scalable cloud based telephony system it enables businesses to set up customer call centres without any hassle of physical infrastructure the marque capabilities like number masking, multi level ivr, click 2 call, missed call solution, cod, voip calling etc helps businesses to achieve their telephony needs all in one place by integrating exotel with zoho crm, you can get intimation of incoming calls and initiate an outbound call using our click 2 call feature, all from the zoho crm interface the seamless integration of a call with zoho crm contacts, events & tasks, saves agents from context switching and improves their productivity exotel benefits with the exotel zoho crm integration, you can call intimation get the notification on your zoho crm screen, whenever any incoming call comes on to your customer facing exotel number follow up ability to create a new task, event, or call as a follow up after every incoming call click2call initiate a call directly from the zoho crm dashboard from contacts, missed calls, and other relevant sections voip by adding the sip ids in the user mapping page, you can enable your agents to make voip calls directly from zoho user mapping & bulk upload map the exotel users to zoho crm users and enable click2call selectively you can do a bulk upload of user mapping and save time recordings call recordings getting automatically added to the completed calls missed calls missed calls automatically get added under activities and calls productivity work on just one interface (zoho crm) and improve your productivity by eliminating context switching prerequisites in order to have a successful integration with the zoho crm account, you must complete the following tasks sign up for an exotel account verify your account through phone or email get your account kyc verified purchase exophone to be used by zoho crm users/agents for inbound and outbound calls from the api section, make a note of account sid, api key, and api token note for voip calling, you need to have a veeno account if you have a normal exotel account, voip calling cannot be enabled on that, you would have to create a new veeno account setting up of exotel integration in order to set up the integration, follow these five steps create co workers and group configure zoho crm call flow associate the call flow to the exophones enable integration via https //zohocrmplugin exotel com/ map the zoho crm users to exotel co workers in the integration interface and enable click 2 call (if required) step 1 create co workers and group to create co workers and groups in exotel login via my exotel com, go to the ‘co workers and groups’ section add all the co workers corresponding to zoho account, by clicking on invite co workers create a new group, by clicking ‘add group’ and adding all the co workers in that group step 2 configure zoho plugin call flow in order to create the zoho plugin call flow, follow these five steps go to the ‘app bazar’ section and under ‘custom apps’ click on the ‘create’ button provide the app name and click on ok add a connect applet select the group as created earlier, under the ‘dial a user or group’ option under the ‘distribute calls’ section, select ‘sequentially’ or 'equally' and other options as per your requirement let ‘music on hold’ be set as ‘default tone’ if you want a custom tone, please select it and upload the file to be used under the ‘create popup…’ section, enter this url (modify the exotel account name in it by your exotel account name https //zohocrmplugin exotel com/callback/exotel/{account name}/createpopup note account name can be taken from the url just after my exotel com/{account name} e g https //zohocrmplugin exotel com/callback/exotel/exotel001/createpopup after the call conversation ends, add a passthru in that passthrough enter this url (change the account name) https //zohocrmplugin exotel com/callback/exotel/{account name}/incomingcallhungup note the passthru method should be sync in the section ‘if nobody answers ’, select go to and add a passthru applet enter the pass thru url ( change the account name) as https //zohocrmplugin exotel com/callback/exotel/{account name}/callmissed note the passthru method should be sync save the flow and click on close step 3 associate the call flow to the exophones go to the exophones section click on the button ‘assign exophones to flow’ and select the flow created in step 2 with the exophone and click on ‘attach flow’ in the subsequent pop up, click on ok, and you can see the flow getting associated with exophone step 4 enable integration 1\ navigate to setup > channels > telephony and install the exotel plugin in zoho crm 2\ next, go to the zoho plugin integration interface pbx integration 3\ enter your exotel account sid and stamp (can be found under my account section on your dashboard), click on the submit button on the subsequent page, click on the ‘enable integration’ button 4\ if you are not logged in to your zoho crm account, it will take you to the zoho crm login page enter zoho crm credentials 5\ once logged in, it opens up the access permission page, and click on the ‘accept’ button (if agreeing to provide the mentioned information access) 6\ on the ‘exotel account details’ page, provide the api key, and api token as noted down in prerequisites step 5, and click on the save button 6\ the integration is enabled and the user mapping page opens up step 5 mapping the zoho users to exotel agents 1\ on the mapping page, zoho users will be auto populated provide details of exotel agents (pbx user) and corresponding mobile number (prefixed with zero digits) or sip id (for voip calling) 2\ click on the edit button against each user and enter the details as required 3\ if handling a large number of users, make use of the 'bulk upload' capability download the sample csv file with already populated values, edit it with the required values, and upload it back track for the live upload status on the same popup you can navigate across pages using the pagination option or search a specific user by zoho user id, zoho user name or mobile number step 6 setup for voip calling all your agents would have to set up their voip phone on their browsers they need to start by clicking on the exotel icon in the bottom right corner once, they click that icon, they will see a popup where they will need to enter their voip details these details can be obtained from the `my account` > `voip` page from the dashboard they can reset their voip password and enter it in the sip password field please note that you need to prefix your voip username and then enter it in the sip id field for example if your voip username in your dashboard is vijaykb3d615ce, enter sip\ vijaykb3d615ce in the sip id field on zoho 3\ once you’re on a call, the voip popup would look like the following where you can mute, hold and disconnect the call step 7 how to start calling from zoho? go to zoho crm (refresh the page, if already logged in) and you can see the click2call icon enabled for the zoho user on initiating an outbound call from there, the pop up comes up displaying the available information for an incoming call, the pop up will come up showing the calling number once the call is over, the user can take the required action to create a new lead, or contact or add to an existing lead or contact subsequently, it can be added as a follow up action for a call, event, or task once saved, the incoming call screen will display the call details like call duration and call recordings (for completed calls) known limitation on call events for both incoming call and outbound call pop ups, the call events (like call answered, ringing, etc ) will not be triggered hence, once the call is over, click on ‘answered’ and do the subsequent action call recording upload the call recordings will be uploaded under call details in an interval of 5 minutes the agent needs to refresh the zoho desk screen after 5 minutes of calls completed, in order to see the respective call recordings missed call details missed call details will be available in the zoho dashboard only after 5 minutes exotel is pushing the event in real time however, it's a limitation at zoho's end to validate the missed call per agent and then publish it revoking exotel zoho crm integration in order to revoke exotel zoho crm integration, please go to the exotel zoho crm integration interface and click on the ‘revoke integration’ button present on the user mapping page