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This allows you to integrate Exotel into your ERPNext instance. Leads and their phone numbers captured via Exotel can be saved directly to your ERPNext instance.
Install bench & ERPNext.
Once setup is complete, add the "Exotel Integration" app to your bench by running $ bench get-app exotel_integration
$ bench --site <sitename> install-app exotel_integration
Once the installation is complete, go to your Exotel account (my.exotel.com) and generate API key to setup the integration.
In your Exotel account go to "API" page.
Now click on "Create API Key" and create an API key with following permissions.
Once the key is generated go to your ERPNext account and open "Exotel Settings" page. Click on enable and fill the values of "Account SID", "API Key" & "API Token".
> Note: Make sure to check "Make Passthru Async".
> Note: Make sure to check "Make Passthru Async".
Once this is done, you should see all new incoming calls on your exotel phone number in the "Call Log" list in your ERPNext instance.
Create "Employee Group" based on call handling schedule. Make sure each employee in the group has a user linked to them and that it is correctly fetched into the table. Also make sure all the employees have their "mobile number" specified in the Employee master. Employees will recieve pop up only when calls are made to their number.
Go to Communication Medium.
GNU General Public License (v3)
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