This Exotel connector enables a LeadSquared agent to have Incoming Call intimation, visualize the call details and provide Click2Call capabilities on the CRM portal.
A seamless integration for enhanced agent productivity and better experience, also allows users to configure multiple telephony accounts on a single connector.
Use cases
Integrate multiple instances/accounts of Exotel -( eg: if multiple contact centres in different regions you can now configure each of them as separate tabs)
Integrate multiple telephony providers –
If customers are using more than one telephony service provider, they can now integrate all of them into one place.
Integration features
Click to Call - Place outbound calls to customers from LeadSquared directly.
Call pop-up - All calls take place in a call pop-up that has all information related to the call
Call Log API - To pass LeadSquared UTC Call Log API URL
Call Timer API - This API is exposed to configure time-based usage for click to call. This will enable users to make calls only during preset timings:
Prerequisites
In order to have a successful integration with the LeadSquared account, you must complete the following tasks:
Sign up for an Exotel Account
Verify your account through phone or email
Get your account KYC verified
Purchase ExoPhone(VN) to be used by LeadSquared users/agents for outbound calls
Installation/ Configuration - LeadSquared portal
Navigate to Apps>Apps Marketplace on the LeadSquared portal, search for the Universal Telephony Connector and click Install
Add/ Modify connector
Hover the cursor over the settings icon and click Configure.
Click the Add New Connector button.
Enter a name for the new connector, then click Add.
Virtual Number
Copy the VN purchased from the Exotel portal, add the same in the Virtual Number field ( prefix with country code followed by - eg: +91-)
COC-Config - Connector config / Call timer
This API is exposed to configure the connector and schedule time-based usage for click to call which will enable users to make calls only during preset timings. This API is responsible for configuring the time limit of each call made by LeadSquared.
Call_Timer = TRUE / FALSE. By default, it will be set to FALSE. If set to TRUE, then only honour the following three parameters (else, ignore):
Call_Start_Timer - Time in format HH:MM:SS. Allow calling from this time on a day. Default Value = 00:00:00
Call_End_Timer - Time in format HH:MM:SS. Stop calling from this time of the day. Default Value = 23:59:59
Call_Allowed_Days - Array of strings to take input as [Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday]. By default allow all 7 days.
This can be configured via the Leadsquared app available on https://my.exotel.com/{AccSID}/apps#available-apps
Note: API key token Base 64 value will be fetched only on clicking 'update'. The same value needs to be copied onto Leadsquared connector Click2call settings.
Call Route URL
To be copied from Leadsquared connector >> Lead Route V2 and configured under Call route URL on Exotel >> App Bazaar >> Leadsquared connector(UTC)
eg: Call route URL for the above screenshot would be
Agent Popup URL
To be copied from Leadsquared UTC connector >> Agent pop-up API and configured under Pop-up URL on Exotel >> App Bazaar >> Leadsquared connector(UTC)
- Click on the ‘Enable’ checkbox and save, the remaining options as pre-configured on LSQ portal.
- Enable the "Show Phone Call Popup" checkbox in Leadsquared User profile settings(https://in21.leadsquared.com/Settings/MyProfile)
Call Log URL
To be copied from Leadsquared UTC connector >> Call Log API and configured under Call log URL on Exotel >> App Bazaar >> Leadsquared connector(UTC)
Click 2 Call
Custom Headers
Base64 value of Exotel API token/ key + AccSid (Exotel Acc ID)
(available on the Leadsquared app on Exotel Appbazaar)
HTTP Method - GET
POST COC-Config( optional):
This endpoint is responsible for enabling the LeadSquared integration( already invoked by the connector app, no need to call separately):
https://api.cocreate.exotel.com/v1/coc-auth/{AccSid}/config
Sample HTTP Request:
curl --location --request POST https://api.cocreate.exotel.com/v1/coc-auth/{AccSid}/config
Request:
Query Parameters:
Sample Request:
{
"isActive": "true",
"leadsquared":{
"callLogAPIURL": "https://telephony-in21.leadsquared.com/...",
"callRouteURL" : "https://telephony-in21.leadsquared.com/...",
"agentPopupURL" : "https://telephony-in21.leadsquared.com/..."
"isActive": "true"
}
}
Response:
Sample Response:
{
"Data": {
"isActive": "true",
"token":
"<token>..."
},
"Status": "Success"
}
GET COC-Config:
This endpoint is responsible for retrieving the configs of the LeadSquared application.
HTTP Request:
curl --location --request GET 'https://api.cocreate.exotel.com/v1/coc-auth/{AccSid}/config
Request:
Response:
Sample Response:
{
"Data": {
"isActive": "true",
"leadsquared": {
"agentPopupURL": "https://telephony-in21.leadsquared.com
/...",
"callAllowedDays": [
"Monday",
"Tuesday",
"Wednesday",
"Thursday",
"Friday",
"Saturday",
"Sunday"
],
"callEndTimer": "23:59:59",
"callLogAPIURL": "https://telephony-in21.leadsquared.com
/...",
"callRouteURL": "https://telephony-in21.leadsquared.com
/...",
"callStartTimer": "00:00:00"
"isActive": "true"
},
"token": "<token>"
},
"Status": "Success"
}
Call flow configuration - Exotel portal
Login to Exotel acc(https://my.exotel.com/)
Navigate to Admin panel >> App Bazar
Click on Custom Apps (+ Create) to add a new flow
Add an ‘App Name’ and create a new flow
Call Start >> Add a Connect applet to begin the call flow
Connect Applet:
Configure DialWhom section with ‘Dial phone number(s) returned by URL’
PrimaryURL: https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/dialwhom?AccSid={AccSID}
Create popup - To enable pop up on the Leadsquared portal
https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/popup?AccSid={AccSID}
After the call conversation ends - Add Passthru applet
If nobody answers - Add Passthru applet
Passthru Applet (Call conversation ends)
Passthru URL - https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/passthru?AccSid=xxxxx
Make Passthru asynchronous (☑)
Passthru Applet (If nobody answers)
Passthru URL -
https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/passthru?AccSid=xxxx
Make Passthru asynchronous (☑)