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How do I configure Exotel in Vtiger CRM?

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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:
  1. Log in to CRM.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings. 
  4. Look for the Extensions section.
  5. Select Extension Store.
  6. Search for Phone Calls using the search bar.
  7. Click Install.
  8. After you install the module, you can see it under Main Menu > Essentials > Conversations.
Step 2: Configure the Exotel gateway
Follow these steps to configure Exotel:
Step 2a: Perform these steps in Vtiger CRM
  1. Log in to CRM.
  2. Click on the User Menu in the top right corner of the screen.
  3. Click Settings.
  4. Look for the Extensions section.
  5. Select Phone Configuration.
  6. Click +Add Gateway.
  7. Select Exotel from the Gateway drop-down.
  8. Select Active from the Gateway Status drop-down. This activates the gateway for incoming and outgoing calls.
  9. Set the gateway as default by selecting Yes from the Default Gateway drop-down. This step is optional.
  10. Enter the following details:
    1. Select Transactional from the Exotel Calltype drop-down.
    2. Choose a timezone from the Exotel Timezone drop-down.
    3. Enter the Case/Ticket Title that you want to create. 
    4. Enter the Deal Name (Opportunity Name) that you want to create. 
    5. 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.
  1. Log in to your Exotel account.
  2. Click API from SETTINGS in the left sidebar.
  3. Click API Settings from the left sidebar.
  4. Copy Account sid, API KEY, API TOKEN simultaneously. Use the eye icon to disclose API TOKEN.
  5. 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.
  6. Copy your Exotel number from the Exophone section under the admin column.
  7. Paste the copied Exotel number into the Exotel Number field in the CRM. Prefix the number with 0 and remove all special characters.
  8. Click Save in the CRM.
  9. Click App Bazaar under ADMIN in Exotel’s sidebar.
  10. Click Create to create an application.
  11. Enter the App Name. For example, VtigerCRM.
  12. Click OK.
  13. Click Create Call App in the CALL SETUP column.
  14. Drag and drop the Connect applet from the right under When a call happens, what should we do?
  15. Click on the applet.
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