NOTE: This connector only supports domestic calling. If you want to enable international calling, please ask your account manager to reach out to [email protected]
The Exotel - LeadSquared Mobile Cloud Calling connector enables cloud calling from the LeadSquared mobile app via Exotel voice APIs for end-end call flow.
Note: Connector needs to be installed/ configured on the LeadSquared web portal.
Integration features
Click to Call - Place outbound calls to customers from the LeadSquared mobile app directly via Exotel APIs.
Incoming call with call pop-up - Call pop enabled on a mobile device to intimate for incoming calls.
List all DID(Virtual numbers).
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
Add agent under co-worker/ employee on Exotel dashboard(this should match the agent email/ phone number in the Leadsquared portal)
- Lead must be created in LeadSquared CRM.
- CoC configuration has to be done as mentioned here. Kindly refer to the section “COC-Config - Connector config / Call timer” in the mentioned article. for configuration instructions.
Virtual Number
Copy the VN purchased from the Exotel portal, and add the same under any Custom* number field available in the LeadSquared user profile. (https://in21.leadsquared.com/Settings/MyProfile )
*The connector picks up the virtual number from the respective field in the user profile, this has to be configured in the connector app as mentioned below
Configuration - LeadSquared web portal
Navigate to Apps>Apps Marketplace on the LeadSquared portal, search for the Mobile Cloud Calling connector, and click Install.
Hover the cursor over the settingsicon on the app and click Configure.
Configure Mobile Cloud calling
Prerequisites
Select Mobile App Calling – Only Cloud Calling Enabled
User Field Containing Virtual Number(DID) - Select the parameter where Virtual number has been updated (CustomN under user profile)
Click to Call setup
Request Type - POST
Parameters:
Header:
Once all the parameters and headers are provided, navigate to the Response mapping and map the following responses:
Agent pop-up
Request Type - GET
URL -
Parameters:
Header:
Once all the parameters and headers are provided, navigate to the Response mapping and map the following responses:
NOTE-
- The user number which you provide in the "AgentNumber" field should be in an active call while configuring the Agent pop-up otherwise you will receive an internal server error(500).
- It is advisable to keep the call active that you receive while configuring the Click to Call setup( step 2) and use the same number that you used as the From number in step 2 (Click to Call setup) for the "AgentNumber" field of Agent pop-up to get the success response.
List all DID
Request Type - GET
URL -
'https://api.cocreate.exotel.com/v1/leadsquared/mobile/didnumbers?AccSid={AccSid}
Parameters:
Header:
Once all the parameters and headers are provided, navigate to the Response mapping and map the following responses:
Configuration - Leadsquared Mobile App
Login to the Leadsquared mobile app with agent credentials
Click on the Settings icon(top right corner)
Click on Call and SMS >> Call Settings
Enable the first three options as seen above
Leadsquared app should have the permission enabled to display over other apps for incoming call pop-up
LeadSquared Call/ SMS app
This app is necessary for Leadsquared cloud calling to work, it is not available on the play store and can be downloaded from https://help.leadsquared.com/call-sms-app
Once installed grant all permissions ( microphone, phone, storage..etc) required for the Leadsquared app to integrate with the agent mobile device
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:
Select ‘Configure parameters dynamically by providing a URL (Call Center Connect)’
Primary URL: https://api.cocreate.exotel.com/v1/leadsquared/mobile/{AccSID}/dialwhom
Note - By default, the "Configure parameters dynamically by providing a URL (Call Center Connect)" option will not be available in the account. Kindly reach out to your account manager to enable the "ccm_programmable_connect" feature and then configure the URL as mentioned below.
After the call conversation ends - Add the Passthru applet
If nobody answers - Add Passthru apple
Passthru Applet (Call conversation ends)
Passthru URL - 'https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/passthru?AccSid={AccSid}
Make Passthru asynchronous (☑)
Passthru Applet (If nobody answers)
Passthru URL -
'https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/passthru?AccSid={AccSid}
Make Passthru asynchronous (☑)
The above call flow setup can only handle calls from existing leads that are created and available in LeadSquared. To handle new callers whose data is not available in LeadSquared, please add the below to the existing call flow. The idea is to route the new callers to the groups available in Exotel if we don’t receive any lead owner numbers from LeadSquared and we will send those call details to LeadSquared based on which they can create a lead in LeadSquared post-call completion.
Place the 2nd connect applet in the “We didn't dial anyone...” section as mentioned below.
In Dial Whom of 2nd connect applet, choose a group to dial.
You can also route the calls to a common customer care number by doing below where 1234567890 is the customer care number instead of providing a group.
Configure passthru with the below URLs as same as configured in the 1st connect applet to send the call logs to Leadsquared
Passthru Applet (Call conversation ends)
Passthru URL - https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/passthru?AccSid={AccSID}
Make Passthru asynchronous (☑)
Passthru Applet (If nobody answers)
Passthru URL - https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/passthru?AccSid={AccSID}
Make Passthru asynchronous (☑)
_________________________________________________________________________________________________
If you have any questions or concerns, please connect with us using the chat widget on your Exotel Dashboard or Whatsapp us on 08088919888.