FAQs in this section
Where is the recording of my calls stored in Vtiger CRM?
Can I call my customers directly from my laptop or desktop?
How is the Phone Calls module useful?
What are the telephony gateways that are integrated with Vtiger CRM?
In which editions of Vtiger CRM is the Phone Calls module available?
Where do I add a phone number to use in the Phone Calls module?
How do I make a phone call from Vtiger CRM?
Can I use multiple gateways or service providers to make calls?
Can I set up a voicemail from the Phone Calls module?
Can I save my phone calls as text copies or transcripts?
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call?
How do I make a phone call to my customer?
What are the features available in the Phone Calls module?
Where do I see the details of all the calls I have made?
How do I see the details for each phone call I have made?
What is VICIdial?
What are the benefits of VICIdial integration?
Which versions of VICIdial does Vtiger support?
Is VICIdial integration available in the Sales Starter edition in Vtiger CRM?
How do I integrate VICIdial with Vtiger CRM?
Is it necessary to install the Phone Calls to enable VICIdial in the CRM?
Is it necessary to create an account in VICIdial?
How do I set up VICIdial with my CRM?
How do I add my VICIdial User ID in Vtiger CRM?
How do I get VICIdial incoming call pop-ups in the CRM?
How do I set up the recording filename for VICIdial?
Why is my agent not able to see
the incoming call pop-up?
Why is Click-To-Call not working for some agents?
Why is the Recording Link not Working in Vtiger?
Why are Outgoing Call records in the 'triggered' status even after calls are completed?
How do I know what status a Phone call is in?
How do I link Phone Calls to Business Hours?
How do I create a transcript of phone calls?
How do I create a transcript of voicemail messages?
Can I set up a Voicemail in Vtiger CRM?
Can I transfer a call to the CRM?
Can you record calls using the Phone Calls module in Vtiger CRM?
What is the Customer Sentiments feature in Vtiger CRM?
What is the Call Notes feature in Vtiger CRM?
What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM?
What is the Incoming Call Pop-up feature in Vtiger CRM?
How do I configure Plivo as a client gateway in Vtiger CRM?
How do I configure Plivo as a Normal gateway in Vtiger CRM?
How do I use the Phone Calls module in Vtiger CRM?
How do I set up Plivo with Vtiger CRM?
What is PHLO Support for Plivo?
How many gateways can I set up for Asterisk in Vtiger CRM?
How do I configure Asterisk in Vtiger CRM as a Normal gateway?
What is the Vtiger Asterisk Connector?
What do I need to install the Asterisk Connector?
How do I install the Vtiger Asterisk Connector?
How does Exotel integration work with Vtiger?
What is the Knowlarity integration with Vtiger?
How do I integrate Knowlarity with Vtiger?
How do I configure my Knowlarity credentials in Vtiger?
How to configure extension numbers for users?
How do I enable Vtiger integration in Knowlarity?
What is the Ducom integration with Vtiger CRM?
How do I integrate Duocom with Vtiger CRM?
How do I configure Vtiger settings in My Web office?
What is the Telzio integration with Vtiger CRM?
How do I integrate Telzio with Vtiger CRM?
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call?
Can a phone number be linked to a case record?
Can a phone number be linked to a deal record?
What is the Phone calls pop-up configuration?
What is a Generic Phone Call API?
What are the benefits of using a Generic Phone Calls API?
In which editions of Vtiger CRM are the Generic Phone Call APIs available?
What is a UUID?
How do I configure Phone Call settings for the Generic gateway?
How do I send a request from Postman to create or update Phone call records in Vtiger CRM?
How to send a request from Postman to initiate a call in Vtiger CRM?
How to send a Postman request to update the Status field of the call in Vtiger CRM?
How to send a Postman request to update the call recording link in a phone call record in Vtiger CRM?
Can I assign incoming calls to a User or a Group in Phone Configuration?
What does the Country field in the Phone Call configuration do?
What is the purpose of duplicate prevention for the Office Phone and Mobile fields?
How do I verify that my Plivo API credentials are correct in the CRM?
How can I track my API usage with Plivo?
How can I resolve dropped calls or latency issues?
How can I verify a caller ID for outbound calls?
How do I correctly set up my CRM’s endpoint URL in Twilio for webhook processing?
How can I verify that Twilio is fully integrated into my CRM workflows?
How can I resolve authentication failures when using Knowlarity with Vtiger?
How do I configure Vtiger and Knowlarity for instant call logging?
How do I fix the caller ID mismatch between Knowlarity and Vtiger?
How can I ensure that Vtiger CRM has access to the recording folder?
How can I check if the syncing processes are running correctly?
Can I resolve call pop-up delays without changing servers?
How do I configure my Vtiger CRM and Twilio settings to display the call pop-up?
How do I disable the recording option for calls appearing in Twilio?
How do I troubleshoot when call pop-ups are not appearing for my calls from Twilio?
How do I configure Exotel in Vtiger CRM?
Table of Contents
To configure Exotel, you must have installed the Phone Calls extension.
Step 1: Install the Phone Calls module
To use the Phone Calls module, you must first install it from the Extension Store. You can access the Extension Store if you are an Admin user.
Follow these steps to install Phone Calls:
Follow these steps to configure Exotel:
Step 2a: Perform these steps in Vtiger CRM
Step 2b: Open Exotel in a different tab and keep both tabs open.
Step 1: Install the Phone Calls module
To use the Phone Calls module, you must first install it from the Extension Store. You can access the Extension Store if you are an Admin user.
Follow these steps to install Phone Calls:
- Log in to CRM.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Look for the Extensions section.
- Select Extension Store.
- Search for Phone Calls using the search bar.
- Click Install.
- After you install the module, you can see it under Main Menu > Essentials > Conversations.
Follow these steps to configure Exotel:
Step 2a: Perform these steps in Vtiger CRM
- Log in to CRM.
- Click on the User Menu in the top right corner of the screen.
- Click Settings.
- Look for the Extensions section.
- Select Phone Configuration.
- Click +Add Gateway.
- Select Exotel from the Gateway drop-down.
- Select Active from the Gateway Status drop-down. This activates the gateway for incoming and outgoing calls.
- Set the gateway as default by selecting Yes from the Default Gateway drop-down. This step is optional.
- Enter the following details:
- Select Transactional from the Exotel Calltype drop-down.
- Choose a timezone from the Exotel Timezone drop-down.
- Enter the Case/Ticket Title that you want to create.
- Enter the Deal Name (Opportunity Name) that you want to create.
- Choose the country from which you or your business operates from the Country drop-down.
Step 2b: Open Exotel in a different tab and keep both tabs open.
- Log in to your Exotel account.
- Click API from SETTINGS in the left sidebar.
- Click API Settings from the left sidebar.
- Copy Account sid, API KEY, API TOKEN simultaneously. Use the eye icon to disclose API TOKEN.
- Paste Account sid to Exotel SID, API KEY to Exotel API Key, API TOKEN to Exotel Token in the CRM. Make sure you disclose the token before copying it.
- Copy your Exotel number from the Exophone section under the admin column.
- Paste the copied Exotel number into the Exotel Number field in the CRM. Prefix the number with 0 and remove all special characters.
- Click Save in the CRM.
- Click App Bazaar under ADMIN in Exotel’s sidebar.
- Click Create to create an application.
- Enter the App Name. For example, VtigerCRM.
- Click OK.
- Click Create Call App in the CALL SETUP column.
- Drag and drop the Connect applet from the right under When a call happens, what should we do?
- Click on the applet.
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