Exotel SMS by Bitrix24 Integrations

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Exotel SMS

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9
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Bitrix24 Integrations

Description

Now you can send SMS from a deal/lead at specific stages in a single click. Just install the Exotel app to your Bitrix24 account.

Exotel pricing plans to help you succeed: https://exotel.com/pricing/

Installation instructions

Technical support

Data security

Added: 07/10/2024

Technical Support

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.

Installation instructions

Complete the standard installation from Bitrix24 Marketplace and follow the steps below:

Add Exotel API key, account SID and API token or outgoing phone number for sending SMS. Take all necessary data from Exotel account settings.

Send a test SMS for verification:
Specify the phone number as the recipient of the test SMS.
Leave the default message or enter your own message.

Data security

Learn more

Exotel SMS

The application requests access to the following data:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Users (minimum)

read user list and names without contact information

Messaging service

full access: view, create, edit and delete message providers; read messages submitted for sending

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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