Exotel SMS
Send SMS from deals and leads in Bitrix24 with Exotel SMS
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Ocena
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Instalacje13
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TwórcaBitrix24 Integrations
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Opis
Exotel SMS helps sales teams send SMS faster from the context of a deal or lead in Bitrix24. It reduces manual switching between tools and makes it easier to communicate at the right stage with Exotel connected to your Bitrix24 account.
Why businesses use it
When teams send messages outside the CRM, communication is harder to track and takes more manual effort. Exotel SMS connects Bitrix24 with Exotel so users can send SMS from deals and leads in one click at specific stages.
Business value
• Send SMS faster from deals and leads
• Reduce manual work by sending from Bitrix24 instead of switching tools
• Keep customer communication closer to the sales context
• Support stage-based outreach in a simpler workflow
Common use cases
• Send an SMS from a lead in one click
• Send an SMS from a deal in one click
• Contact customers at specific deal stages
• Test SMS sending after setup before using it in daily work
How it works
Install Exotel SMS from Bitrix24 Market and finish the installation in your Bitrix24 account. Then enter the required Exotel authentication data in the app settings: API key, Account SID, and API token. After authentication, available account numbers are loaded for selection, and a Test SMS option becomes available.
Exotel pricing plans to help you succeed: [https://exotel.com/pricing/](https://exotel.com/pricing/)
FAQ
We want to send SMS without leaving a deal or lead. Can this app do that?
Yes. Exotel SMS lets you send SMS from a deal or lead in one click.
Can we use it at specific stages of our deal or lead process?
Yes. The app supports sending SMS from deals and leads at specific stages.
What do we need to connect Exotel SMS to Bitrix24?
You need to install the app and enter your API key, Account SID, and API token in the settings.
How do we check that SMS sending works before using it live?
Use the Test SMS option after authentication, choose the sending number, recipient number, and message text, then run the test.
We use a number with an India extension. Is there anything extra required?
Yes. You must provide the DLT Entity ID for India-located recipients.
Why businesses use it
When teams send messages outside the CRM, communication is harder to track and takes more manual effort. Exotel SMS connects Bitrix24 with Exotel so users can send SMS from deals and leads in one click at specific stages.
Business value
• Send SMS faster from deals and leads
• Reduce manual work by sending from Bitrix24 instead of switching tools
• Keep customer communication closer to the sales context
• Support stage-based outreach in a simpler workflow
Common use cases
• Send an SMS from a lead in one click
• Send an SMS from a deal in one click
• Contact customers at specific deal stages
• Test SMS sending after setup before using it in daily work
How it works
Install Exotel SMS from Bitrix24 Market and finish the installation in your Bitrix24 account. Then enter the required Exotel authentication data in the app settings: API key, Account SID, and API token. After authentication, available account numbers are loaded for selection, and a Test SMS option becomes available.
Exotel pricing plans to help you succeed: [https://exotel.com/pricing/](https://exotel.com/pricing/)
FAQ
We want to send SMS without leaving a deal or lead. Can this app do that?
Yes. Exotel SMS lets you send SMS from a deal or lead in one click.
Can we use it at specific stages of our deal or lead process?
Yes. The app supports sending SMS from deals and leads at specific stages.
What do we need to connect Exotel SMS to Bitrix24?
You need to install the app and enter your API key, Account SID, and API token in the settings.
How do we check that SMS sending works before using it live?
Use the Test SMS option after authentication, choose the sending number, recipient number, and message text, then run the test.
We use a number with an India extension. Is there anything extra required?
Yes. You must provide the DLT Entity ID for India-located recipients.
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