LeadSquared Mobile app integration

the exotel leadsquared mobile cloud calling connector enables cloud calling from the leadsquared mobile app via exotel voice apis for end end call flow note c onnector needs to be installed/ configured on the leadsquared web portal integration features click to call place outbound calls to customers from the leadsquared mobile app directly via exotel apis incoming call with call pop up call pop enabled on a mobile device to intimate for incoming calls list all did( virtual numbers ) prerequisites in order to have a successful integration with the leadsquared 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(vn) to be used by leadsquared users/agents for outbound calls add agent under co worker/ employee on exotel dashboard( this should match the agent email/ phone number in the leadsquared portal) lead must be created in leadsquared crm coc configuration has to be done as mentioned here kindly refer to the section “ coc config connector config / call timer ” in the mentioned article for configuration instructions virtual number copy the vn purchased from the exotel portal, and add the same under any custom number field available in the leadsquared user profile ( https //in21 leadsquared com/settings/myprofile ) the connector picks up the virtual number from the respective field in the user profile, this has to be configured in the connector app as mentioned below configuration leadsquared web portal navigate to apps>apps marketplace on the leadsquared portal, search for the mobile cloud calling connector, and click install click configure hover the cursor over the settings configure mobile cloud calling prerequisites select mobile app calling – only cloud calling enabled user field containing virtual number(did) select the parameter where virtual number has been updated (customn under user profile) click to call setup request type post url https //api cocreate exotel com/v1/leadsquared/mobile/click2call?from=@{user\ phonemain,}\&to=@customernumber\&accsid={accsid}\&virtualnumber=@virtualnumber parameters key value from @{user\ phonemain,} to @customernumber accsid exotel acc id virtualnumber @virtualnumber header key value authorization base64 of exotel api key/ token once all the parameters and headers are provided, navigate to the response mapping and map the following responses agent pop up request type get url https //api cocreate exotel com/v1/leadsquared/mobile/lead/info?agentnumber=@{user\ phonemain,}\&accsid={accsid} parameters key value agentnumber @{user\ phonemain,} accsid exotel acc id header key value authorization base64 of exotel api key/ token once all the parameters and headers are provided, navigate to the response mapping and map the following responses note the user number which you provide in the "agentnumber" field should be in an active call while configuring the agent pop up otherwise you will receive an internal server error(500) it is advisable to keep the call active that you receive while configuring the click to call setup( step 2) and use the same number that you used as the from number in step 2 (click to call setup) for the "agentnumber" field of agent pop up to get the success response list all did request type get url 'https //api cocreate exotel com/v1/leadsquared/mobile/didnumbers?accsid={accsid} parameters key value accsid exotel acc id header key value authorization base64 of exotel api key/ token once all the parameters and headers are provided, navigate to the response mapping and map the following responses configuration leadsquared mobile app login to the leadsquared mobile app with agent credentials click on the settings icon(top right corner) click on call and sms >> call settings enable the first three options as seen above leadsquared app should have the permission enabled to display over other apps for incoming call pop up leadsquared call/ sms app this app is necessary for leadsquared cloud calling to work, it is not available on the play store and can be downloaded from https //help leadsquared com/call sms app once installed grant all permissions ( microphone, phone, storage etc) required for the leadsquared app to integrate with the agent mobile device call flow configuration exotel portal login to exotel acc(https //my exotel com/) navigate to admin panel >> app bazar click on custom apps (+ create) to add a new flow add an ‘app name’ and create a new flow call start >> add a connect applet to begin the call flow connect applet select ‘ configure parameters dynamically by providing a url (call center connect)’ primary url https //api cocreate exotel com/v1/leadsquared/mobile/{accsid}/dialwhom note by default, the " configure parameters dynamically by providing a url (call center connect) " option will not be available in the account kindly reach out to your account manager to enable the " ccm programmable connect " feature and then configure the url as mentioned below after the call conversation ends add the passthru applet if nobody answers add passthru apple passthru applet (call conversation ends) passthru url 'https //api cocreate exotel com/v1/leadsquared/inbound/call/passthru?accsid={accsid} make passthru asynchronous (☑) passthru applet (if nobody answers) passthru url 'https //api cocreate exotel com/v1/leadsquared/inbound/call/passthru?accsid={accsid} make passthru asynchronous (☑) the above call flow setup can only handle calls from existing leads that are created and available in leadsquared to handle new callers whose data is not available in leadsquared, please add the below to the existing call flow the idea is to route the new callers to the groups available in exotel if we don’t receive any lead owner numbers from leadsquared and we will send those call details to leadsquared based on which they can create a lead in leadsquared post call completion place the 2nd connect applet in the “ we didn't dial anyone ” section as mentioned below in dial whom of 2nd connect applet, choose a group to dial you can also route the calls to a common customer care number by doing below where 1234567890 is the customer care number instead of providing a group passthru applet (call conversation ends) configure passthru with the below urls as same as configured in the 1st connect applet to send the call logs to leadsquared passthru url https //api cocreate exotel com/v1/leadsquared/inbound/call/passthru?accsid={accsid} make passthru asynchronous (☑) passthru applet (if nobody answers) passthru url https //api cocreate exotel com/v1/leadsquared/inbound/call/passthru?accsid={accsid} make passthru asynchronous (☑)