Kylas Sales CRM Integration with KrispCall

Overview

Connecting your Kylas CRM with KrispCall is a powerful move to sharpen your sales interactions. This integration combines Kylas’ easy-to-use CRM features with KrispCall’s modern phone system, enabling your team to stay organized, close deals more efficiently, and deliver enhanced customer experiences. Let’s dive into how you can set up the Kylas-KrispCall integration and unlock its full potential.

Here are the steps to easily integrate your Kylas account with KrispCall.

Step 1: Log in to the KrispCall account and go to Settings.

Step 2: Inside the settings section, integrations can be seen under APP SETTINGS, and tap on Integrations.

Step 3: After clicking on integrations, different automation tools and CRMs can be found, which you can integrate with KrispCall. To integrate Kylas from KrispCall, search for Kylas and click on the connect button below Kylas.

Step 4: After clicking on the connect button, a pop-up window will appear asking for the API token.

krispcall integration with Kylas sales crm

Step 5: To get the necessary details for successful integration, log in to Kylas, click on the settings, go to Integrations, and click on API key.

Step 6: After landing on the API page, a Universal API Key is provided.

Step 7: Copy the details of the API and paste them into the pop-up window of KrispCall.

Step 8: Click on the Connect Now button, and the Integration successful message will pop up, and Kylas will be displayed under active integrations.

Manage member Integration settings by the admin/owner

Ensure members have integrated Kylas accounts.

The admin/owner can view member integrations and make changes to members’ account settings.

Members cannot view admin/owner integrations.

Member’s settings changes don’t affect Admin/Owner’s settings.

Admin/Owner setting changes don’t affect members’ settings.

General Settings

General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.

Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to Kylas. If the toggle is off, then the contacts won’t be synced.

Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in Kylas get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps with initial sync, i.e., if there are previous contacts either in KrispCall or Kylas, then by toggling this button, the contacts get synced to both sides.

Notes logging: This option helps to sync notes to Kylas, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Kylas.

Workflow Settings

The workflow setting is present right after the general settings. All the options under workflow settings are set to Calls (Engagements) at first. Users can click on the settings and change them as per their requirements.

Log outgoing answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing answered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the outgoing answered calls will not be synced to Kylas.

Log outgoing unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing unanswered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Kylas.

Log incoming answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming answered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the incoming answered calls will not be synced to Kylas.

Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming unanswered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Kylas.

Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to the call of Kylas. By enabling the setting as Disabled, the voicemail log will not be synced to Kylas.
Log incoming SMS as SMS/Disabled: Enabling the setting as either Tasks/Notes will sync the incoming SMS to SMS of Kylas. However, it will not sync if the setting is disabled.
Log outgoing SMS as SMS/Disabled: Enabling the setting as either Tasks/Notes will sync the outgoing SMS to either SMS or Kylas. However, it will not sync if the setting is disabled.

Connected Numbers

The connected numbers setting is present after the workflow settings. Two options are available under the connected numbers settings.

Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration.
Log sms for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers to be synced at Kylas.

If the user purchases the number after integration, they need to manually add the number to the connected numbers.

Note: If no numbers are selected, the call logs/SMS will not be synced in Kylas.

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

KrispCall

Overview

How to Integrate Your Kylas Account With KrispCall?

Manage member Integration settings by the admin/owner

Integration Settings

General Settings

Workflow Settings

Connected Numbers

Quick Links

For Sales Manager:

For Sales Reps:

KrispCall

Overview

How to Integrate Your Kylas Account With KrispCall?

Manage member Integration settings by the admin/owner

Integration Settings

General Settings

Workflow Settings

Connected Numbers

Quick Links

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5000+ growing businesses have
signed up for Kylas!