Tubelight Caller Business Integration with Kylas CRM

Overview

This application helps you to communicate with your customers through kylas over the different channels like Call, SMS and WhatsApp. you can connect with your customers by any service available in your Tubelight communication's account.

How will it work?

A. Installation and On boarding with Tubelight:

To start with Onboarding → You can send a request for your account creation to Tubelight by sending email request at hello@tubelightcommunications.com or also you can connect our sales team at our IVR number – 75894 75894

Once your Admin account is setup at Tubelight, kindly follow the further process given below:

Step 1 :

Managing your profile section in Kylas by mentioning your account name(Tenant Name) provided by Tubelight

Right corner → User Profile → CRM settings → Navigate to Account → Profile Account Name: –

*Note : Please keep this name as same to Tenant name created at Tubelight

Step 2 :

Login to the account credentials provided by the Tubelight for Kylas authentication in another tab.
– Provide Tenant Name
– UserId
– Password

Step 3 :

Now, Installation of Tubelight on Kylas Marketplace
https://app.kylas.io/marketplace → All APPs → Searched for Tubelight → Clicked on Tubelight → Install → Click on Allow and Install

*Note : After Installation, Incase you block the Tubelight site the process will throw an error so please make sure to accept and allow all the cookies and sessions of Tubelight site.

B. Setup the account at Kylas sales :

Step 1 :Click On “Kylas Sales” → After each agent creation, kindly share your userId and registered email-Id(you can get this information in “My Account” of particular agents available in Kylas login) to Tubelight support (helpdesk@tubelightcommunications.com). Once the details are received at Tubeligt-support , they will map the details and confirm you for further go-ahead with your services – Click to call, SMS, WhatsAppStep 2 :
Click On “for dots” You will see the option for “Tubelight Phone”

Step 3 :
Once you click on Tubelight Phone → the below given screen will be popped up.You need to click on the “yellow highlighted” option above and once you do the same “GO ONLINE” option will be viewable.
Once you “Go Online” → You can start with your calling activities.
*Note : Please don’t click on cross(X), you can minimize the screen by clicking on option next to cross(X)

How to Add users in the app:

Navigate to ‘Manage Users’ inside the SMS app
Click on ‘Add User’
Enter the Name and Email of the user
Choose the Role from Member or Admin
Choose the corresponding Kylas user from the list of Users available in your Kylas account
Click on Save
The users who have been added as an ‘Admin’ on the Kylas caller app, will be able to view all menu items in the application such as Call logs, Connected Accounts, Manage Users, API Keys
However, the users who have been added as ‘Member’, will be able to view only the following menu items Call logs and they will be able to view logs of the calls made or received by them

C. Calling Functionalities:

For calling :
In All Leads / Deals and Contacts → You can click on the “Tubelight Icon” to place a call on that number.

Quick Links

Install Now

Permissions

It requests for the following permissions:

Lead
Read, ReadAll, Write, SMS, Call
Team
Read
Note
Read
Contact
Read, ReadAll, Write, SMS, Call
Deal
Read, SMS, Call
Company
Read, ReadAll
Share Rule
Read, Write
User
Read
Search List
Read
Call
Read, Write, Update
Task
Read
Products-Services
Read
Pipeline
Read, ReadAll

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Tubelight Caller

Overview

How will it work?