Integrating TATA Tele IVR




If your team uses TATA Tele for calling, this integration is what connects it with telecrm — so every call your agents make or receive flows straight back into your CRM.

Once it's set up, your inbound, outbound, answered, and missed calls all log automatically onto the right lead, complete with call duration, agent details, status, and recordings. The setup runs across two platforms — you'll grab an access token from TATA Tele, configure the integration inside telecrm, and then register a webhook back in TATA Tele to keep the two in sync. We'll walk through it step by step, so just follow along in order.

Let's dive in.


Steps to Integrate TATA Tele IVR with telecrm


Section 1 — Get the Access Token and Configure in telecrm

  1. Log in to your TATA Tele admin panel and navigate to API Settings (or Developer Settings). Copy the Access Token. Keep it secure and don't share it outside the admin team — and if the token is ever regenerated in TATA Tele, remember to update it again inside telecrm.
  2. Open the telecrm web app, click on the Integrations option, Search TATA Tele Integration, and go to the Configuration setup page. Paste the Access Token into the designated field — this authenticates the connection between TATA Tele and your telecrm workspace.


Section 2 — Select DID Numbers and Map Agents

  1. telecrm will display all the DID (Direct Inward Dialing) numbers available in your TATA Tele account. Select the DID numbers you want to sync — only calls made or received on these numbers will be logged in telecrm and synced to lead timelines. To sync everything, select all available numbers. You can change this selection at any time.
  2. On the mapping screen, match each TATA Tele agent with the correct telecrm team member. This ensures correct call attribution, proper call ownership, and accurate reporting. Make sure the same agents exist in both platforms, and verify their names and phone numbers before proceeding.
  3. For every mapped agent, select the Outgoing DID Number to be used for their outbound calls. This keeps the caller ID consistent when agents trigger calls through telecrm.
  4. If any agents use physical SIM cards along with the TATA Tele softphone or web calling, enable SIM Calling for them — either for all agents or only for selected ones. Skip this if your entire team uses the softphone or web calling interface. (This step is optional.)
  5. If you want telecrm to automatically create a new lead whenever an unknown number contacts your IVR, enable "Create Lead on Incoming Call" — so no enquiry gets missed. Skip this if you only want call logging for existing leads. (This step is optional.)


Section 3 — Configure the Webhook in TATA Tele

  1. .telecrm will now generate a unique Webhook URL. Copy it carefully — this is what lets TATA Tele push Call Data Records (CDR) and sync inbound, outbound, answered, and missed calls into telecrm automatically.
  2. .Log back in to your TATA Tele admin panel, navigate to Webhook Settings, and paste the copied Webhook URL into the Webhook URL field.
  3. . Configure the webhook to trigger on both Incoming Call Hangup and Outgoing Call Hangup, and enable both Missed Calls and Answered Calls. This ensures every call record — including call duration, agent details, recordings, and status — syncs properly into telecrm. Remember, the Webhook URL is workspace-specific, so don't reuse it for another workspace.
  4. . Click Save inside TATA Tele to complete the webhook configuration.


Section 4 — Finalize and Verify

  1. . Return to telecrm and click Save to finalize the integration. Your TATA Tele IVR integration is now active — agents can make outbound calls from telecrm, receive inbound IVR calls, and have every call logged automatically against the right lead.
  2. . To verify, make a test call using a mapped agent number, then open telecrm and navigate to the lead timeline. Within a few seconds of the call ending, you should see the call logs, call status, call duration, and call recordings synced automatically.


Key Takeaways:

  • The same agents must exist in both telecrm and TATA Tele before mapping.
  • The webhook must trigger on hangup events — if these aren't configured, call logs may not sync properly.
  • Every telecrm workspace generates its own unique Webhook URL, so always use the correct workspace's URL.