YoroCRM integrates with Exotel, a communication platform, to enhance your customer interactions and provide better customer support.
To integrate Exotel,
- Log in to your YoroCRM account.
- Navigate to the Administration menu.
- Select the Manage Organization tab.
- Then go to Integrated Apps.
- Select Exotel and click Add Configuration.
- Provide the Name, Account ID, Secret SID, Secret Key from your Exotel account.
To configure Exotel:
- Once Exotel is integrated into Yoroflow, click the Kebab menu (three vertical dots).
- From the dropdown, select Settings, Edit, or Delete as needed.
- You can also enable Voice and Auto Recording options as required.
To Sync contacts in Exotel:
- Click the contact you want to sync.
- Navigate to the Activities tab and select Exotel Sync.
- Enter the From Number, Exotel Number, and Duration.
- Click Sync to complete the process.
To make calls through Exotel:
- Go to Leads or Deals and click on the Task ID.
- Open the Call tab.
- You can also sync from this section if needed.
- Click the Call icon and choose Exotel to initiate the call.
