How to connect Exotel with Kylas CRM?

How to connect Exotel with Kylas CRM?


This article will help you walkthrough with the steps on how to sync Exotel with Kylas CRM.

Prerequisites

Permissions - Any user with access to the Kylas account API key or having access to Kylas marketplace.
(a) Contact -  read, read all, create, update, call 
(b) Company - read, read all  
(c) Lead - read, readAll, create, update, call 
(d) Call - read, readAll, create, update, updateAll 
Product Plans - Elevate
Activities to be completed - None

Step by Step Process

 Step 1 - Navigate to the Kylas Marketplace tab on the default dashboard panel.


Step 2.  Select Kylas Caller App


 Step 3. Click on the "Install App" option.


 Step 4. It will ask you to Sign in to your account. Add your credentials and proceed further.
 
Step 5. Listing page with all the required permissions would open up. Click on Allow and Install.


Step 6. After installation it will ask you to sign up to the application with your email ID. Once done verify the email ID and sign in.

 Step 7. Once the application has been installed, go to the API keys section on the kylas caller app and add the API key. (You can locate the Kylas Api key in the settings dashboard under Integrations.)  Also, select the business object accordingly. Once you checkmark to any one of them, and whenever a prospect makes an inbound call the system will create the Lead/Contact based upon your selection.



Step 8. Now to go the manage Users section where you would be adding all the Users who would be using the Exotel application. Click on Add User and fill in all the details required.



- There are two set roles that you can assign to a particular user - Member/ Admin ( Member user would be able to access the records assigned to him whereas Admin user would have access to the data of all the users present.)
- Map the Kylas User with Kylas Agents ( Kylas Agents are the users already present in the manage users section.)

Step 9. Once you have added all the users click on "Add Connected Account".


Step 10. Add all the details required. Select the vendor to Exotel.









API key and API secret - Locate both of them from the Exotel account. Navigate to the Admin section and click on API. You will find both the API key and API secret code.
Account ID - Copy and paste the Account Sid.
Caller Phone for Click to Call - Exotel would be providing you a number, you need to copy and paste it.
Users can add multiple IVR numbers in their Exotel account via clicking on "Add Number".


Step 11(a)  The Hangup Url generated by the user post connecting the account must be shared with the Exotel's team to sync the account.   Go to the Map fields section.
. 
11 (b) Turn the Default mapping to Active and map the campaign, products services and source for the number you'd like to track the inquiries.



Note -Exotel allows the users to map the sources, campaigns and Products to multiple IVR numbers. You can click on " Add new" and connect the new number.
 


Step 12. Once done, go to the Connected Accounts and add the agents, map the Exotel agents with that of Kylas.
Locate the Exotel agents in the Coworkers and Groups in your Exotel account.


Step 13. Once you have added all the users and the agents we would completing the setup. Navigate to the Exophones section and map the Exophone with Installed application ( Kylas)
Exotel would be providing a separate Exophone for each and every account. 

Step 14.  After mapping the Exophone, go to the App bazar and create a flow for the setup. 

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