.png)
Exotel Cloud Telephony
Integration
Deliver connected customer conversations at unprecedented scale, speed, and ubiquity with Exotel and Corefactors Integration.
.png)
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:
Why Integrate Exotel with Corefactors?
With Exotel integration to Corefactors, you can manage customers calls (inbound calls, outbound calls, internet based calls) from single interface, Corefactors.
.svg)
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.
.png)
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.
.png)
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
Transform Your Business with
.png)
.png)
Need help integrating your Exotel with Corefactors?
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
Step 1:Login to Corefactors (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.
Need help in Integrating Exotel?
Our team is here to ensure a seamless connection. Get started today!
.png)
.png)