NOTE: This connector only supports domestic calling. If you want to enable international calling, please ask your account manager to reach out to coc@exotel.com


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:


  1. Sign up for an Exotel Account

  2. Verify your account through phone or email

  3. Get your account KYC verified

  4. Purchase ExoPhone(VN) to be used by Leadsquared users/agents for outbound calls

  5. Add agent under co-worker/ employee on Exotel dashboard(this should match the agent email/ phone number in the Leadsquared portal)

  6. Lead must be created in LeadSquared CRM.
  7. 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



*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


  • Hover the cursor over the settingsSettings iconicon on the app and click Configure.

Configure Mobile Cloud calling

  1. 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)

 





  1. Click to Call setup


    Request Type - POST

URL - https://api.cocreate.exotel.com/v1/leadsquared/mobile/click2call?From=@{User:PhoneMain,}&To=@CustomerNumber&AccSid={AccSID}&VirtualNumber=@VirtualNumber


Parameters:


Key

Value

From

@{User:PhoneMain,}

To

@CustomerNumber

AccSid

Exotel Acc ID

VirtualNumber

@VirtualNumber

        

Header:


Key

Value

Authorization

Base64 of Exotel API Key/ token


Once all the parameters and headers are provided, navigate to the Response mapping and map the following responses:


  1. Agent pop-up

Request Type - GET

URL - 

https://api.cocreate.exotel.com/v1/leadsquared/mobile/lead/info?AgentNumber=@{User:PhoneMain,}&AccSid={AccSid}


Parameters:


Key

Value

AgentNumber

@{User:PhoneMain,}

AccSid

Exotel Acc ID


Header:


Key

Value

Authorization

Base64 of Exotel API Key/ token

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.




  1. List all DID

Request Type - GET

URL - 

'https://api.cocreate.exotel.com/v1/leadsquared/mobile/didnumbers?AccSid={AccSid}



Parameters:


Key

Value

AccSid

Exotel Acc ID


Header:


Key

Value

Authorization

Base64 of Exotel API Key/ token


Once all the parameters and headers are provided, navigate to the Response mapping and map the following responses:




Configuration - Leadsquared Mobile App



  1. Login to the Leadsquared mobile app with agent credentials

  2. Click on the Settings icon(top right corner)

  3. Click on Call and SMS >> Call Settings

  4. Enable the first three options as seen above

  5. 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

  1. Login to Exotel acc(https://my.exotel.com/)

  2. Navigate to Admin panel >> App Bazar

  3. Click on Custom Apps (+ Create) to add a new flow



  1. Add an ‘App Name’ and create a new flow

  2. Call Start >> Add a Connect applet to begin the call flow

  3. 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


  1. Passthru Applet (Call conversation ends)

  1. 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.


  1. Place the 2nd connect applet in the “We didn't dial anyone...” section as mentioned below. 

  2. In Dial Whom of 2nd connect applet, choose a group to dial.

  3. 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.


  4.  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 (☑)



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