Exotel Integration

This integration allows you to integrate Exotel into your OneHash account. Leads and their phone numbers captured via Exotel can be saved directly to your OneHash.

• Track incoming calls in your OneHash account.
• Shows existing lead/customer information pop-up to employees when an incoming call is received.

2.1 Setup your Exotel account

• Login to your Exotel account and go to App Bazar.
• Create a new App for a new flow.
• Setup the flow as you wish it to be.
• In your connect API under "Create popup..." and paste following URL:

https://<yoursite>/api/method/erpnext.erpnext_integrations.exotel_integration.handle_incoming_call

• After that add a Passthru applet under "After Call Conversation ends" and paste following URL: https://<your-site>/api/method/erpnext.erpnext_integrations.exotel_integration.handle_end_call

• Similary, add a Passthru applet under "If nobody answers..." section and paste following URL: https://<your-site>/api/method/erpnext.erpnext_integrations.exotel_integration.handle_missed_call

• Save the flow.
• Now assign this newly created app to your ExoPhone from which you receive your business calls.

2.2 Setup in OneHash

• From Awesome Bar, go to 'Exotel Settings'.
• Set your "Exotel SID" and "Exotel Token". You can find your Exotel API key and token on your Exotel Dashboard.
• Go to Communication Medium.
• Add your ExoPhone and schedule that number. Based on this schedule employees will receive the popup.

Updated on: 22/03/2023