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Exotel Integration

Exotel Integration connects your Exotel account with ERPNext, allowing incoming business calls to be tracked automatically. It displays customer or lead information to employees during incoming calls and records call activity within ERPNext for improved customer communication.

Summary

  • Track incoming business calls directly in ERPNext.
  • Display customer or lead information during incoming calls.
  • Automatically handle incoming, completed, and missed call events.
  • Configure call routing through Exotel Flow and ERPNext.

Features

  • Tracks incoming calls within ERPNext.
  • Displays existing Lead or Customer details as a popup when an employee receives a call.
  • Logs call activities automatically.
  • Supports handling of completed and missed calls.

Set Up Exotel Integration

Step 1: Configure Your Exotel Account

  1. Log in to your Exotel account.
  2. Navigate to App Bazaar.
  3. Create a new application for your call flow.
  4. Configure the flow according to your business requirements.
  5. In the Connect API section, choose Create Popup and enter the following endpoint:

    https://<your-site>/api/method/erpnext.erpnext_integrations.exotel_integration.handle_incoming_call

Note

Replace <your-site> with your ERPNext site’s URL. For example:

https://frappe.erpnext.com/api/method/erpnext.erpnext_integrations.exotel_integration.handle_incoming_call

Step 2: Configure Call Completion Endpoint

  1. Under After Call Conversation Ends, add a Passthru applet.
  2. Enter the following endpoint:
https://<your-site>/api/method/erpnext.erpnext_integrations.exotel_integration.handle_end_call
Important

Enable Make Passthru Async for this applet.

Step 3: Configure Missed Call Endpoint

  1. Under If Nobody Answers, add another Passthru applet.
  2. Enter the following endpoint:
https://<your-site>/api/method/erpnext.erpnext_integrations.exotel_integration.handle_missed_call
Important

Enable Make Passthru Async for the missed call endpoint as well.

Step 4: Complete Exotel Configuration

  1. Save the configured flow.
  2. Assign the newly created application to the ExoPhone used for receiving business calls.

Configure ERPNext

  1. Open Exotel Settings in ERPNext.
  2. Enter your Exotel SID and Exotel Token.
  3. Navigate to Communication Medium.
  4. Add your ExoPhone number.
  5. Create schedules for the phone number so incoming call popups are displayed to the appropriate employees.
Result

Once configured, ERPNext automatically detects incoming calls, displays matching Lead or Customer information to employees, and records incoming, completed, and missed calls for better customer interaction tracking.

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