Before You Start

What you need before connecting LeadSquared or Zoho CRM to Edesy - workspace role, an Edesy number, a forwarding rule for inbound logging, wallet balance, and how recording links and pricing work.

1 min read

Check these before you open Settings → CRM integrations in voice-app.edesy.in.

Checklist#

You need Why
Owner or admin role in the Edesy workspace Only owners and admins can add, change or disconnect a CRM connection
An active Edesy number It is the caller ID for click-to-call. Buy one after KYC
A forwarding rule on the number Inbound calls are logged for forwarding numbers. See the call forwarding quick start
Wallet balance Calls are charged per minute from your wallet. New accounts get Rs 20 welcome credit
CRM admin access Zoho needs a Zoho administrator to approve access. LeadSquared needs someone who can add a Universal Telephony Connector instance

The call log in your CRM carries a link to the call recording. Links stay valid for two years. Anyone with the link can play the recording, so share CRM access accordingly. Click-to-call calls are recorded by default, and a short recording notice plays to the customer.

Pricing#

Call type Price
Click-to-call (from the CRM or the API) Rs 1.50/min, 60-second pulse
Inbound calls forwarded to your team Rs 1.00/min, 60-second pulse
CRM connector No fee
Number rental As shown when you buy the number

Prices exclude 18% GST.

Next#

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