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Integration · Cloud Telephony & IVR

EZCRM + Exotel

Connect Exotel to EZCRM so every call, recording, and IVR interaction becomes a tracked lead automatically.

How it works

Set up once, then it just runs.

Step 1

Connect your Exotel account

Link your Exotel account to EZCRM through our guided setup or the webhook feature for custom call flows.

Step 2

Calls and IVR data sync

Inbound calls, IVR selections, and call recordings from Exotel are captured as lead activity in real time.

Step 3

Assign and track automatically

Leads are routed to the right agent based on call routing rules, with reminders for follow-up.

Why it matters

Never lose a Exotel lead again.

Full call context for agents

Agents see the caller’s full history and previous notes the moment a call connects.

Never lose a missed call

Missed Exotel calls automatically create a callback task in EZCRM.

One dashboard for calls and leads

Track call outcomes and lead status together instead of switching between Exotel and your CRM.

FAQ

Common questions

Does this support multiple Exotel numbers?

Yes, calls from all your connected Exotel numbers sync into the same EZCRM pipeline.

Can I see IVR selections made by callers?

Yes, IVR menu selections are logged alongside the call in EZCRM.

Is coding required for setup?

No, the guided setup handles the connection. Developers can use our webhook feature for advanced flows.

Is this available on every plan?

Yes, the Exotel integration is included free on all EZCRM plans.

Bring your Exotel calls into one pipeline

Set up the Exotel integration in minutes and stop juggling tabs.

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