Wati Integrations with Kylas Sales CRM: A Step-by-Step Guide

Overview

Kylas users can use this integration to connect their WhatsApp business account through service providers Gupshup, WATI, etc. and send bulk, templatized WhatsApp messages and multimedia messages to their Leads and Contacts. Users can also send custom text or multimedia message replies, and receive messages sent by their Leads and Contacts.

How Will it Work?

Installation

Click on ‘Install app’ button
Click ‘Allow and Install’ to give the permissions and install
After installation sign up on the application with your email id
Verify the email id and sign in on the app.
Navigate to the ‘Installed apps’ section of Kylas marketplace and click on ‘View details’
Enter the Kylas API key in the API key section and click ‘Save’

Connecting WhatsApp business account:

Login to the WhatsApp Messaging application and navigate to the WhatsApp Account settings section
Click on ‘Add connected account’
Choose the WhatsApp Business service provider vendor you would like to connect
Enter the required details to connect the account
Choose the ‘Active/Enabled’ checkbox
Click ‘Save’

Adding WhatsApp message templates:

Navigate to WhatsApp Templates section of the WhatsApp business messaging application
Click ‘Add WhatsApp Template’
Enter the Name, Content and other details required to create a template
Check the ‘Active/Enabled’ checkbox and click ‘Save’

Send WhatsApp message from Kylas sales:

Login to the Kylas sales application
Navigate to a Lead, Contact or Deal details page whom you would like to send WhatsApp message
Navigate to the Message section
Click on ‘New Message’
Click on ‘Send WhatsApp Message’ action
Choose the phone number and template
Click on ‘Send’ button
The message is sent to the receiver and it’s displayed on the Messages section of the Details page of the Lead, Contact or Deal.

Adding Users:

Navigate to the Manage users section of WhatsApp Business messaging application
Click ‘Add User’
Enter the Name, Email id and choose a role of the user
Map the user with a user of your Kylas account user
Click ‘Save’
After adding the user in WhatsApp business messaging application the users will receive a verification link on their email address, they can verify the email and login to the application
The users added as an Admin will be able to view all sections of the WhatsApp messaging application such as Templates, Logs, Account settings, API key and Manage users
The users added a Member, will be able to view the Templates and Logs.

View Message Logs:

Navigate to the WhatsApp Message logs section in the WhatsApp business messaging application.
You will be able to see the logs of messages that have been sent via the application.
You will be able to view the failed messages logs as well along with the reason of failure.

Send bulk message from Kylas Sales:

Navigate to an entity Listing page e.g. Lead, Contacts or Deals
Select the entities that you would like to send message ni bulk
Click ‘Send WA message’ action shown on top right hand side section
Choose the vendor that you would like to use for sending message
Choose the template.
Click ‘Send’
The selected templatized message will be sent to all Leads and Contact’s primary numbers
You can check the bulk job status in the ‘Bulk jobs’ tab of the ‘Kylas Whatsapp business messaging application.’

Quick Links

Install Now

Permissions

It requests the following permissions:

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

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Wati

Overview

How Will it Work?

Installation

Connecting WhatsApp business account:

Adding WhatsApp message templates:

Send WhatsApp message from Kylas sales:

Adding Users:

View Message Logs:

Send bulk message from Kylas Sales:

Quick Links

Permissions

It requests the following permissions:

For Sales Manager:

For Sales Reps:

Wati

Overview

How Will it Work?

Installation

Connecting WhatsApp business account:

Adding WhatsApp message templates:

Send WhatsApp message from Kylas sales:

Adding Users:

View Message Logs:

Send bulk message from Kylas Sales:

Quick Links

Permissions

It requests the following permissions:

5000+ growing businesses have signed up for Kylas!

5000+ growing businesses have
signed up for Kylas!