How to Integrate Exotel with Cleomitra (Step-by-Step Guide)

Integrating Exotel with Cleomitra CRM helps your team manage calls, track conversations, and never miss customer communication.

This guide explains:

• What details are required for integration
• Where to collect these details in Exotel
• How outbound calling works inside Cleomitra
• Key benefits of using Exotel with Cleomitra

What You Need Before Starting

To integrate Exotel with Cleomitra, you need:

• An active Exotel account
• Purchased numbers configured in Exotel
• Cleomitra admin access

Exotel Details Required in Cleomitra

When you open Cleomitra → Settings → Integration → Exotel, you will be asked for the following details:

1. Account Name

A friendly name to identify the Exotel account inside Cleomitra.

Example: Company Name – Calling

2. Account SID

A unique identifier for your Exotel account.

How to find it:

• Log in to your Exotel Dashboard
• Go to Developer Settings → API Settings
• Copy the Account SID

Example: companysid1

3. API Key

Used by Cleomitra to securely communicate with Exotel.

How to get it:

• Exotel Dashboard → Developer Settings → API Settings
• Copy the API Key

4. Token

Also called the Auth Token, used along with the API Key.

Where to find it: Same page as API Key in Exotel

5. API URL

The Exotel API endpoint.

Use this default value: https://api.exotel.com

6. Status URL (Optional)

An optional webhook URL where call status updates can be sent.

• Can be left blank
• Useful for advanced call tracking

Calling Configuration (Important)

This section controls how inbound and outbound calls work in Cleomitra.

7. Calling Number (Outbound Caller ID)

This is the number:

• Customers see when you call them
• Used for outbound calls initiated from Cleomitra

Example: XXXXXXXXXX

8. Virtual Number (ExoPhone)

This is the number:

• Customers call to reach your business
• Used for inbound calls and call routing

Example: 0XXXXXXXXX

How Calling Works in Cleomitra (Dial Pad Flow)

Cleomitra uses a callback-based calling flow to ensure reliable connections and accurate call tracking.

Step-by-Step Call Flow

1. Open cleomitra.app
2. Go to Calls → Dial Pad
3. Enter the customer’s phone number
4. Click Call

What happens next?

• Cleomitra triggers Exotel
• The user who initiated the call receives an incoming call from the configured Exotel number
• The user answers the call
• Exotel connects the call to the customer’s number
• The conversation begins

Benefits of Using Exotel with Cleomitra

By integrating Exotel with Cleomitra, your team gets a complete calling solution inside the CRM.

📊 Call Tracking & History

• Track all inbound and outbound calls
• View call logs linked to customers and leads
• Know who called, when, and for how long

🔔 Real-Time Notifications

• Get instant call notifications inside Cleomitra
• Receive alerts on mobile and desktop
• Stay informed even when you’re not actively using the dial pad

🎙️ Call Recording

• Automatically record calls (as per Exotel configuration)
• Access recordings anytime from Cleomitra
• Useful for training, quality checks, and dispute resolution

📞 Missed Call Alerts

• Get notified instantly when a call is missed
• No more missed leads or customer follow-ups
• Quickly call back directly from Cleomitra

🚀 Better Team Productivity

• No manual dialing
• Centralized call management
• Faster follow-ups and better customer experience

Example of a Working Configuration