Twilio Message Integrations With Kylas: A Step-by-Step Guide

Features \ Integration and Marketplace \ SMS \ Twilio Message

Overview

Twilio Message App integration enables Kylas users to send SMS as well as WhatsApp messages to leads or contacts.

How will it work?

Steps to install and use Kylas SMS application:

Click on ‘Install app’ on the Kylas marketplace
After successful installation, sign up on the app
Verify your email account
Navigate to the ‘Installed apps’ section under Kylas marketplace
Click on ‘View Details’
Login to the application with your email id and password
Enter Kylas API key – Get your Kylas api key from https://app.kylas.io/setup/integrations/api-keys/list

Steps to install and use Kylas SMS application:

How to connect SMS service provider account:

Navigate to the ‘SMS Templates’
Click on ‘Add SMS Template’
Enter the Name of the template
Enter the Content of the DLT approved SMS template
Choose associated Entity type from Lead, Deal or Contact
Choose SMS type
Choose the vendor for which the template is being created
Enter the DLT template ID (Mandatory) and DLT tag ID (Optional)
Check the Active checkbox
Click ‘Save’

How to connect SMS service provider account:

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 added in the app will receive a email for their account verification, after verification the users can install the app and login from their credentials.
The users added with the role as ‘Admin’ will be able to view all tabs in the SMS application
The users added with the role as ‘Member’ will only be able to view SMS logs and Templates

How to Add users in the app:

Send SMS from Kylas UI:

After successfully setting up the SMS app go to a Lead, Contact or Deal’s Details page
Click the ‘New Message’ CTA
Click on the ‘Send SMS’ action
It will open a pop up where you will be asked to choose the phone number and SMS template
After selecting the Number and Template, click on ‘Send’ button
Refresh the message section to view the new entry created or sent SMS
You can also view the SMS log and errors (if any) under the SMS log section of the app in marketplace

Send SMS from Kylas UI:

Quick Links

Permissions

It requests following permissions

Contact:
Read, SMS
User:
Read
Company:
Read All
Deal:
Read, SMS
Search List:
Read
Lead:
Read, SMS
Pipeline:
Read
Products-Services:
Read

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