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Exotel Cloud Telephony
Integration
Manage customer calls efficiently and effortlessly. Deliver connected customer conversations at unprecedented scale, speed, and ubiquity with Exotel and Corefactors Integration.
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Deliver connect customer conversations at unprecedented scale, speed, and ubiquity
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Deliver connect customer conversations at unprecedented scale, speed, and ubiquity
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Deliver connect customer conversations at unprecedented scale, speed, and ubiquity
Deliver connect customer conversations at unprecedented scale, speed, and ubiquity
Deliver connect customer conversations at unprecedented scale, speed, and ubiquity
Deliver connect customer conversations at unprecedented scale, speed, and ubiquity
About
Exotel is a leading virtual telecom operator facilitating cloud based communication for over 7100 businesses across India, Southeast Asia, Middle East, and Africa. Exotel integration with Corefactors CRM enables businesses to meet all their telephony needs without the hassle of physical infrastructure, from setting up customer call centres to outbound dialling, to IVR to VOIP and many more.
Benefits of Corefactors Integrations with
Exotel
With Exotel integration to Corefactors, you can manage customers calls (inbound calls, outbound calls, internet based calls) from single interface, Corefactors.
Set up smart multi-level IVR
Set up user accounts, customize fields & workflows, define roles and permissions, and ensure data security..
Automatically capture and record inbound customer calls
Access high-level dashboards and reports to monitor overall sales performance and trends.
Automatically route incoming calls to the right agent
Monitor the performance of sales teams, individual targets, overview pipeline, and allocate resources based on real-time insights.
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Automatically create leads or tickets and assign it to the right agent
Oversee daily activities, assign tasks, track the progress of deals through stages, and identify areas of improvement.
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Reach customer directly from CRM in single click using Click2Call
Capture, qualify, and follow up on leads, log & track sales activities, maintain accurate records of customer interactions, and manage opportunities.
Real-time IP calling directly from CRM web applications using webRT
Track and analyze the effectiveness of campaigns, create and manage content, and implement email, SMS, and WhatsApp campaigns
Automatic logging of all customer interactions at a central repository for easy access
Track and analyze the effectiveness of campaigns, create and manage content, and implement email, SMS, and WhatsApp campaigns
Maximize your communication potential by integrating Exotel with Corefactors CRM
Streamline calls, get rich telephony insights, and never miss a lead!
Setting Up Exotel Integration in Corefactors AI CRM
Prerequisites
- You must have an active Exotel Account. For International call integration, you must have an international call account in Exotel.
- You must be admin user of Corefactors.
- Corefactors and Exotel user details must be the same, so that we will get a different SIP ID in their Exotel account to trigger the call.
- For international call, every user/agent must install softphone - Linphone in their system to connect international calls through systems. Linphone Installation
See how you can setup Exotel Integration in your Corefactors AI CRM
Step 1:Login to Corefactors AI CRM (https://tw1.teleduce.corefactors.in/login/) through admin credential.
Step 2:Go to the ‘Integration Page’ from the menu.
Step 3:Select ‘Telephony’ category from the available category options.
Under ‘Telephony’ category, you will find below two options for Exotel integration”
- ‘Exotel (For call logs and calls)’ for local calling solution
- ‘Exotel (For Call logs and International calls)’ for international calling solution
Step 4:Click connect button from the above Exotel integrations as per requirement. Upon clicking connect button, following form will appear, asking for Exotel account configuration details.
Note:
For international call integration, you must have Exotel international call account.
Step 5: Fill the configuration values referring to your Exotel account and click ‘Save’.
Exotel Integration consideration values:SIP ID:
- SIP ID: Visit Co-workers and Groups option under "CONTACTS" from navigation menu in your exotel account.
- Exotel CallerId/ExoPhone/Exotel Virtual Number: Visit Virtual numbers option under "ADMIN" from navigation menu in your exotel account.
- Exotel Subdomain: The region of your account e.g. For Singapore cluster it is "@api.exotel.com" and For Mumbai cluster it is "@api.in.exotel.com".
- Exotel API token: Visit API option under "SETTINGS" from your navigation menu in your exotel account.
- Exotel API Key: Visit API option under "SETTINGS" from your navigation menu in your exotel account.
- Exotel SID: Visit API option under "SETTINGS" from your navigation menu in your exotel account.
Other Info: How will the solution work after integration?
Once you integrate exotel successfully, then you can make calls directly from Corefactors using click2call feature or using Linphone (Exotel’s softphone).
Steps to trigger call::
- Open Linphone whenever you are triggering international call
- Click on the ‘Call Now’ option.
- You will get a call on the Linphone first . While attending the call in Linphone it will trigger the end user(lead) mobile number.
- So you can speak through a system with your leads.
- Once the call is done, you can see the logs and recording in ‘Call Logs’ and lead Activity.
Note:
- International calls from Corefactors is only available from Leadbox.
- If exotel integration is ‘Disconnected’ , then the user can’t make a call for an international number. ‘Call’ button in the ‘Call Now’ option is disabled.
- International SMS service is currently not available.
Need help integrating your telephony system with Corefactors CRM?
Our team is here to ensure a seamless connection. Get started today!
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