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Exotel Integration Overview

The integration between EngageBay and Exotel offers a unified solution to manage calls and SMS directly within EngageBay. This integration facilitates direct communication with contacts, enabling outbound calls and SMS, taking notes, and simplifying the management of call and message details. Boost your team's effectiveness and elevate the customer experience by integrating these powerful tools.

With the EngageBay - Exotel integration, you can:

  • Directly call/SMS from EngageBay: contacts, tasks, deals, automations, workflows.
  • Seamlessly integrate communications into CRM/sales.
  • Efficiently manage logs/details in one platform.

EngageBay-Exotel Integration Features

Direct Communication from CRM Records

Initiate calls and send SMS directly from EngageBay to your contacts, enhancing communication efficiency and consolidating workflows into a single interface. This integration reduces the need for multiple tools, streamlining operations and boosting productivity.

Feature1
Integrated Call and SMS Handling

A unified interface for managing both calls and SMS, allowing for smooth communication with contacts. This feature ensures that all interactions are logged and accessible within EngageBay, providing a comprehensive overview of your communication efforts.

Feature2
Comprehensive Call and SMS Details

Automatically log call durations, SMS messages, and any related notes to the corresponding records in EngageBay. This centralized documentation facilitates better tracking and management of communications, ensuring that no detail is missed.

Feature3
User Mapping and Contact Management

Easily assign virtual numbers and manage contact details within EngageBay, simplifying the process of reaching out to customers and organizing your team's communication efforts.

Feature4
Lead Distribution and Follow-Up

Automate the assignment of calls and messages to the appropriate team members based on predefined rules, streamlining lead management and ensuring timely follow-ups.

Feature4
In-tool Communication Records

Maintain a record of all communications within EngageBay, providing a valuable resource for training, strategy refinement, and maintaining a complete history of interactions with each contact.

Feature4

Exotel connects and integrates with these EngageBay features

CRM
Calling Contact Activity Contact Management
Marketing
SMS
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