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

Overview

Want to connect your Wati account with Kylas CRM? This step-by-step guide will walk you through the process, from installing the app in Kylas Marketplace to integrating Wati and setting up template messages. By the end, you'll be able to send personalized WhatsApp messages directly from your Kylas account.

How Will it Work?

Install the WhatsApp Business Messaging app

Log in to your Kylas account.
Go to the Marketplace tab on the dashboard and click on Kylas Marketplace.
Find Kylas WhatsApp Business Messaging in the list of apps.
Click Install App.
Sign in using your Kylas credentials.
On the permissions page, click Allow and Install.
After installation, sign up on the app, verify your email, and log in.

Add your Kylas API key

In Kylas Marketplace, go to Installed Apps and click View details.
Open the API Keys section.
Enter your Kylas API key (found under Settings > Integrations).
Choose the appropriate business object (Lead or Contact).

When a customer replies to a WhatsApp message, Kylas will create a Lead or Contact based on your selection.

Integrate your Wati account

Go to WhatsApp Account Settings.
Set the vendor as Wati.
Open a new tab and log in to your Wati account.
Navigate to API Docs to find your:
- Access Token
- API Endpoint
  
  Note: When copying the Access Token,remove the word Bearer before pasting.
Paste the Access Token into the appropriate field in Kylas.
Enter your WhatsApp Business number.
Paste the API Endpoint into the Server URL field.
Select the Active/Enabled checkbox and click Save.

Configure webhook from Kylas to Wati

In Kylas, go back to WhatsApp Account Settings and copy the Webhook URL.
In your Wati account, go to Webhooks and click Add a Webhook.
Paste the Webhook URL.
Set the status to Enabled.
For events, choose Message Received, then click Save.

Send a WhatsApp message

Add a new lead in Kylas.
In the Productivity panel on the right, click Messages > New Message.
Select the Wati Messaging App.
Fill in the required fields:
- Choose the sender number (if multiple are available).
- Select a templated message.
- Click Send.

How to create templated messages in Wati

In your Wati account, go to the Broadcast section.
Click on **Template Messages(**or Your Templates).
To create a new template, click on New Template Message.
Fill out the template details:
- Template Name
- Category
- Language
- Header
- Body (Main message)
- Optional: Footer and Actions
- Click Save and Submit.
- Note: Templates must be approved by Meta per WhatsApp’s terms and conditions before you can use them.

Map Wati templates in Kylas

To make your Wati templates usable inside Kylas:

Go to the WhatsApp Template tab in Kylas.
Click Add WhatsApp Template.
Fill in the details using the content from your Wati template.
- Set Message Type as HSM.
- Vendor Template ID is optional—you can skip it.
Select the Active/Enabled checkbox and click Save.

Add variables to personalize messages

Variables help you personalize messages (e.g., using the customer’s first name).

In Kylas, go to WhatsApp Templates > Fields.
On the listing page, map Kylas fields to your Wati template variables.
For example: map First Name (Kylas) to {{name}} (Wati)
Additional tips
- You can check the status and history of messages under WhatsApp Message Logs in Kylas.
- Most messaging services, including Wati, support template variables for dynamic and personalized content.

Frequently Asked Questions (FAQs)

General setup

1. What permissions are required to integrate Wati with Kylas?

→ You need access to the Kylas API key with the following scopes:

Contact: Read, SMS
Lead: Read, SMS

You also need an active Elevate plan and the WhatsApp Business Messaging app installed from the Kylas Marketplace.

2. Where can I find the Kylas API key?

→ You can find your API key in Kylas under Settings > Integrations.

3. Do I need a Wati account before setting this up?

→ Yes, you must have an active Wati account with access to API documentation and Webhook settings.

App installation and configuration

4. How do I install the WhatsApp Business Messaging app in Kylas?

→ Log in to your Kylas account, go to the Marketplace, find Kylas WhatsApp Business Messaging, and click Install App. Then follow the prompts to grant permissions and complete the setup.

5. What happens after installing the app?

→ You’ll need to sign up on the installed app, verify your email, and log in to proceed with integration steps.

6. How do I configure the Wati integration in Kylas?

→ In WhatsApp Account Settingsin Kylas:

Set the vendor to Wati.
Add your Access Token and API Endpoint from Wati.
Provide your WhatsApp Business number and check the Active/Enabledbox before saving.

Webhook and messaging

7. How do I set up the Webhook between Kylas and Wati?

→ Copy the Webhook URL from WhatsApp Account Settings in Kylas. Then in your Wati account, go to Webhooks, click Add a Webhook, paste the URL, set status to Enabled, choose Message Received as the event, and click Save.

8. How do I send a WhatsApp message through Kylas?

→ Add a lead in Kylas. In the Productivity panel, click Messages > New Message, choose Wati Messaging App, fill in the required fields, and click Send.

Template messages

9. How do I create a WhatsApp message template in Wati?

→ In your Wati account:

Go to Broadcast > Template Messages.
ClickNew Template Message.
Fill in the required fields (name, category, language, etc.).
Submit it for approval.

Note: All templates must be approved by Meta before use.

10. How do I use Wati templates inside Kylas?

→ In Kylas, go to WhatsApp Template, click Add WhatsApp Template, and paste the details from your approved Wati template. Set the Message Type to HSM, optionally skip the Vendor Template ID, check Active/Enabled, and save.

Personalization and message tracking

11. Can I personalize WhatsApp messages sent from Kylas?

→ Yes. You can add variables to templates. Go to WhatsApp Templates > Fields in Kylas and map Kylas fields to Wati template variables (e.g., map First Name in Kylas to {{name}} in Wati).

12. Where can I view sent message activity?

→ Message status and logs are available in the WhatsApp Message Logs section in Kylas.

Quick Links

Install Now

Permissions

Before you begin, make sure you have the following:

Contact:
Read, Conversation
Lead:
Read, Conversation
Product plan:
Elevate
Installed app:
WhatsApp Business
Messaging (from Kylas Marketplace)
Wati account:
Active and accessible

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Wati

Overview

How Will it Work?