Exotel Zoho CRM Integration

Integration

Exotel Zoho CRM Integration

Increase sales productivity by managing calls inside the Zoho CRM dashboard without switching platforms




Control communication right inside Zoho CRM

For maximum sales productivity, agents should focus on lead engagement and sales closure. But oftentimes, they end up spending time on repetitive tasks like fetching customer details and managing sales communication. Our Zoho CRM plugin solves this by allowing agents to control and customise communication right from the dashboard.

Features

Exotel's click to call integration for Zoho CRM

Click to call integration

Enable click to call for each agent by mapping Exophones (caller id) to the agent’s mobile number. This allows them to trigger calls right from the CRM with a single click.

Get missed call alerts saved as new activity in Zoho CRM

Missed call alerts

Missed alerts are directly pushed as an activity under calls. Agents can directly save them as a new task or as a call reminder.

Get incoming call details through pop-ups inside Zoho CRM

Pop-up on calls

For incoming and outgoing calls, a call popup with the customer name (in case the number is mapped to the lead) shows up on the dashboard. This helps the agent to personalise their communication.

Get call tracking functionality inside Zoho CRM through Exotel

Track calls

All communication activity with call recordings is auto-populated under the leads.

What our customers have to say

Chirag Patel


Exotel's API documentation and implementation process is extremely simple and easy to follow. There were no hassles in setting it up. We use other cloud telephony platforms as well but Exotel gets a big thumbs-up from us for their ease of use.


Engineering Manager, 1mg

Shashank ND


We have worked across cloud telephony players and with other vendors, but the fact is Exotel is dependable.


Co-Founder & CEO, Practo

Prateek Jain


The number masking feature has been a very worthy addition to making our customer experience even better.


Former Associate Director - Driver Experience, Olacabs

Kumar Vinod


We used to use a traditional PBX system before. But that doesn’t have the capabilities of Exotel’s IVR system. So, we decided to use Exotel for our IVR cancellation system.


Senior Manager - Operations, redBus

Rajkishan


Exotel's automated calls have helped in increasing our service levels and reducing our costs since there is no need for any manual intervention.


Senior Manager - Operations and Strategy

Praveen Kumar


Exotel's APIs are very clearly defined. Our tech team could integrate them in no time. It’s easy to incorporate into any product.


Assistant Vice President, Quikr Services

Satish Chugh


Very supportive and understanding staff who have lived up to every expectation, and at times exceeded them too.


Senior Manager- Last Mile Design, Ekart

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The Exotel Advantage

Superior Quality

Best success rates, voice quality and reduced latency

Scale at Ease

Grow at will, expand without worrying about infrastructure

Superior Reliability

Best in class uptimes of 99.94% including operator uptimes

Best Support

18×7 customer support via phone, email and Twitter

Simple to implement

Sign up and get started in less than 30 minutes, integrate easily using our REST APIs

Extensive Reporting

Easy to understand, detailed reports sent every day

E-book: Cloud telephony in a nutshell

If you’re unclear about how cloud telephony can help your business, start here. In this ebook, we talk in detail about the various options businesses are faced when they consider using cloud telephony for their business. And we decode each one of those and help you make a decision that is right for your business.



Find out how Exotel can work for you. Set up a call.

We take away some of the biggest pain points of traditional systems like EPABX.

 

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