Overview

Meritto CRM is an education-sector platform for admissions, sales execution, and enrollment management. Integrated with TATA, your teams can handle prospect calls alongside student records.

The integration supports click-to-call and call logging so counsellors and agents can reach prospects and log interactions without switching tools. Lead capture, distribution, and journey tracking remain central to the Meritto workflow.

This helps admissions teams respond faster and maintain a complete communication history for each prospect.

• Click-to-call from prospect and lead records
• Call activity logged in the CRM
• Lead capture from multiple channels into one funnel
• Team and role-based lead distribution
• Journey tracking from inquiry to enrollment

Instructions

The procedure moves between two consoles. Each part is marked with the one you need to be signed in to.

Part 1 — Configure the connector in Meritto

1. Log in to your Meritto account. The dashboard will open.
2. Open the side panel and navigate to Extensions.
3. Go to the Telephony section and verify that the TataTel Connector is available.
4. Click Manage to configure the connector settings.
5. In the Outbound Config section, enable the Outbound Configuration toggle and then configure the C2C API.
6. Under Enable Outbound Configuration, ensure the fields are filled with the following details:

   Field	Value
   Click To Call (C2C) API URL	https://api-smartflo.tatateleservices.com/v1/click_to_call
   HTTP Method	POST
   Response Keyword	OK, Success
   Request Type	JSON
   Response Type	JSON

7. Under Custom Headers, add a new header with the following values:

   Field	Value
   Name	Authorization
   Value	Bearer {Auth_Token}

You can get {Auth_Token} from your TATA Admin account by navigating to API Connect > Generate Token.

Your Meritto support will assist you in configuring the connector and provided C2C API for your account.

Meritto → Extensions → Telephony → Tatatel → Outbound Config

Part 2 — Create the webhooks in your TATA portal

Three webhooks carry call events into Meritto — one to raise the agent pop-up on an incoming call, and two to post call logs back once a call ends.

8. Log in to your TATA account.
9. Click on Webhook under the API Connect tab.

First webhook — Agent Pop up Meritto

The URL may vary according to your account.

Enter the Request Body:

{
  "call_id": "$uuid",
  "agent_no": "$answer_agent_number",
  "applicant_no": "$customer_number_with_prefix",
  "call_type": "inbound",
  "start_time": "$date",
  "did_no": "$call_to_number",
  "destination_number": "$caller_id_number"
}

Hit the Save button.

Second webhook — Call Log API Meritto (Outbound)

The URL may vary according to your account.

Enter the Request Body:

{
  "call_id": "$call_id",
  "agent_no": "$answered_agent_number",
  "start_time": "$start_stamp",
  "end_time": "$end_stamp",
  "uuid": "$uuid",
  "did_no": "$caller_id_number",
  "destination_number": "$call_to_number",
  "call_duration": "$outbound_sec",
  "applicant_no": "$customer_number_with_prefix",
  "status": "$call_status",
  "resource_url": "$recording_url",
  "call_type": "outbound",
  "answered_agent": "$answered_agent",
  "missed_agent": "$missed_agent"
}

Hit the Save button.

In case of an answered call, the field answered_agent will be populated and missed_agent will be sent empty; and in case of a missed call, the field missed_agent will be populated and answered_agent will be sent empty.

lead_identifier is not a mandatory field but can be passed in a custom parameter in webhook, if the lead id is shared in the C2C API as custom identifier by Meritto.

Third webhook — Call Log API Meritto (Incoming)

The Response Body for the Incoming Calls webhook will be as follows:

{
  "call_id": "$call_id",
  "agent_no": "$answered_agent_number",
  "start_time": "$start_stamp",
  "end_time": "$end_stamp",
  "call_duration": "$outbound_sec",
  "applicant_no": "$customer_number_with_prefix",
  "status": "$call_status",
  "destination_number": "$caller_id_number",
  "did_no": "$call_to_number",
  "resource_url": "$recording_url",
  "missed_from": "$direction",
  "call_type": "inbound",
  "uuid": "$uuid",
  "answered_agent": "$answered_agent",
  "missed_agent": "$missed_agent"
}

Hit the Save button.

In case of an answered call, the field answered_agent will be populated and missed_agent will be sent empty; and in case of a missed call, the field missed_agent will be populated and answered_agent will be sent empty.

lead_id is not a mandatory field but can be passed in a custom parameter in webhook, if the lead id is shared in the C2C API by Meritto.

Support

Reffer to the steps mentioned in this doc and for further assistance contact your Meritto account manager.

Click Here to See the DOC

What the integration provides

Meritto integration provides the below-listed functionalities

• Click To Call (Outbound Calls)
• Call activity logged in the CRM
• Call Detail Records

Owner / counsellor-based routing

To route an inbound call to the counsellor who already owns that applicant, use an API Dial Plan with a response transformer, so the dial plan can call Meritto's Get Counsellor API and dial the agent number it returns.

Refer to Customer Response Format (Transformer).

The Get Counsellor (Call Routing) API and its request and response formats are documented in the attached NoPaperForms Telephony API Integration Document. The support team can guide you on this dial plan mapping