AiSensy Integrations With Kylas CRM: A Step-by-Step Guide

Overview

Sync contacts between AiSensy <> Kylas & Drive WhatsApp communication via Kylas CRM seamlessly. AiSensy enhances WhatsApp engagement with broadcasting, notifications, and customer support via live chat and chatbots. Integrated with Kylas, it enables message broadcasting from Kylas CRM, live chats within the platform, and automated notifications for timely updates, empowering businesses with efficient customer engagement on WhatsApp.

How will it work?

Wish to connect with customers on WhatsApp directly via Kylas CRM?
You can do this easily with AiSensy - The Smartest WhatsApp Engagement Platform.

By connecting Kylas with AiSensy, you'll be able to:

Broadcast messages on WhatsApp to Unlimited users directly via Kylas CRM
Respond to users on WhatsApp via Live Chat in Kylas CRM

Before telling you how to connect Kylas with AiSensy, ensure that you have created an account on AiSensy & have applied & got approved for WhatsApp Business API.

In case you don’t have an AiSensy account, create one now easily from this link – https://bit.ly/3K47QEL

Done? Let’s connect Kylas with AiSensy.

How to connect Kylas CRM with AiSensy?

1. Go to Kylas Marketplace

To connect your Kylas CRM with AiSensy, first, go to Kylas Marketplace.

Tap the three lines on the top left section to switch to Kylas Marketplace.

In the Marketplace, find AiSensy in the top row & click on the app.

2. Click “Install App”.

3. Sign in to your Kylas CRM

4.On the next screen, scroll down & click “Allow to Install” for AiSensy App.

5. In AiSensy App, go to Integrations

If you are already an existing AiSensy user & are approved for WhatsApp Business API, go to the Integrations page.
If you’re a new user, you’ll first need to signup to AiSensy & apply for WhatsApp Business API. Use this link to signup for AiSensy App – https:

//www.app.aisensy.com/signup

6. On the Integrations page, click on “Kylas App.

7. Next, go to “Get Started”, as shown in the below image

8. Enter your Kylas Username, Password & API Key

If you don’t” have your Kylas API key, follow the next step to get it from the Kylas CRM.

9. In Kylas CRM, switch to Sales & locate your API Key under the Integrations page as shown in below image

10. Paste the API key inside AiSensy App & press “Submit”

11. Next, go to All Apps in Kylas CRM & press “Open App” to open AiSensy app.

12. Under Installed Apps, press “View details” for AiSensy App

13. Enter your Kylas credentials to log in to AiSensy

14. Let’s send your first WhatsApp Broadcast directly from Kylas CRM. Go to the Contacts page as shown in the below image

15. Select the contacts you wish to send a Broadcast on WhatsApp

16. Create a new Campaign & select a pre-approved WhatsApp Template message. If you haven’t submitted your Template message for approval, go to AiSensy App, create a new Template message & submit it for approval.

17. Once you’ve sent the Campaign, go to the Campaigns page to view analytics for all your sent Campaigns.

18. Below is how you’ll see the analytics in AiSensy App. You can monitor the delivery, sent, read, replied, and clicked rates for your WhatsApp Broadcasts

Quick Links

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Permissions

It requests following permissions

Products Services:
read, readAll, write, update, updateAll
Task:
read, readAll, write, update, delete, updateAll, note, deleteAll
Availability:
read, readAll, update, updateAll
Webhook:
readAll, write, updateAll, deleteAll
Dashboard:
read, readAll, write, update, delete, updateAll, deleteAll
Goal:
read, readAll, write, update, delete, updateAll, deleteAll
Company:
read, readAll, write, update, delete, updateAll, task, note, meeting, deleteAll, quotation, document
Email Template:
read, readAll, write, update,
delete, updateAll
Lead:
read, readAll, write, update, delete, updateAll, task, sms,
email, call, note, meeting, deleteAll, document
Quotation:
read, readAll, write, update, delete,
updateAll, email, deleteAll
User:
read, readAll, write, update, delete, updateAll
Team:
read, readAll, write, update, delete, updateAll
Share Rule:
read, readAll, write, update, delete, updateAll, deleteAll
Note:
read, readAll, write, update, delete, updateAll, deleteAll
Layout:
readAll, write, updateAll
Pipeline:
read, readAll, write, update, delete, updateAll
Custom Field:
read, readAll, write, update, delete, updateAll
Config:
read, readAll, write, update, delete, updateAll
Profile:
read, readAll, write, update, delete, updateAll
Export:
readAll, write, updateAll, deleteAll
Workflow:
readAll, write, updateAll
Report:
read, readAll, write, update, delete, updateAll, deleteAll
searchList:
read, readAll, write, update, delete, updateAll, deleteAll
Call:
read, readAll, write, update, delete, updateAll, deleteAll
Lead Capture Forms:
read, readAll, write, update, updateAll
Document:
read, readAll, write, update, delete, updateAll, deleteAll
Conversion Mapping:
readAll, updateAll
Sms:
delete, deleteAll
Contact:
read, readAll, write, update, delete, updateAll, task, sms, email, call, note, meeting, deleteAll, quotation, document
Deal:
read, readAll, write, update, delete, updateAll, task, sms, email, call, note, meeting, deleteAll, quotation, document
Email:
delete, deleteAll
Meeting:
readAll, delete, updateAll, deleteAll

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

AiSensy

Overview

How will it work?