How to connect Gallabox Whatsapp account with Kylas?

How to connect Gallabox Whatsapp account with Kylas?

Kylas WhatsApp Business messaging application enables you to send WhatsApp Messages to the Leads and Contacts in Kylas CRM via your WhatsApp business account. This article will guide you on the process to sync Kylas with Gallabox Whatsapp account. 
Following is the step by step procedure on the same.

Prerequisites 

Permissions -   Any user with access to the Kylas account API key.
(a) Contact - Read, Message  (b) Lead - Read, Message
Product Plans - Elevate 
Activities to be completed - Install the Whatsapp Business messaging.


Step by Step Process

Step 1 - Navigate to the Kylas Marketplace tab on the default dashboard panel.



Step 2 - All the apps under marketplace would appear. Select Kylas Whatsapp Business messaging.


Step 3. Click on the "Install App" option.


Step 4. It will ask you to Sign in to your account. Add your credentials and proceed further.

                        
Step 5. Listing page with all the required permissions would open up. Click on Allow and Install.



Step 6. After installation it will ask you to sign up to the application with your email ID. Once done verify the email ID and sign in.

Step 7. Navigate to the installed app section section of Kylas Marketplace and click on "View details". 


Step 8. Click on the API keys section and enter the Kylas API key. ( You can find the Kylas Api key under Integrations in the Kylas Sales section.) Also, select the business object accordingly. Once you checkmark to any of them,  and whenever a prospect replies to your whatsapp message the system will create the Lead/Contact based upon what you have selected.






Step 9.Once you have added the API key, go to the Whatsapp Account Settings. Select the vendor - Gallabox  ( Once you enter the vendor's name, you would see multiple fields needed in order to integrate the account.)


Step 10. To add the details in the multiple fields present, login to your Gallabox account and navigate to settings.







Step 11. Scroll a bit and you would be able to locate "API Keys" present towards the extreme left.



Step 12. Click on Add New and here you would need to give permissions for the API key. Once done click on "Add Api key" ( As soon as you click on Add Api key, the system will generate the Api key and the API secret key. You can copy and paste these keys in the fields required under the Whatsapp Account settings.



Step 13. Under the number field add your whatsapp Business account number and to locate the Channel ID, go to the Accounts section in Gallabox and copy paste it.


Step 14. Once you add all the details you need to select the checkbox in front of Active Enabled > Save.


Step 15. Once you save all the details. Listing page with the Vendor name, Status if it's Active or not with the Webhook URL would appear.


Note - You would need to copy the Webhook URL and share it with the Gallabox team so that they configure it from their end in order to receive the messages.

Note - The templates created by the user in Gallabox must be mapped in user's Kylas account to make the functioning operational . Follow the instructions below on how to achieve this.

1. Navigate to the Whatsapp Template tab in Kylas.

2. Click on Add Whatsapp Template.
3. Fill all the details as required. Copy and paste all the information from your selected Gallabox template. ( Select the message type as HSM and Vendor template ID is not a mandatory field, user can skip it)
4. Select the checkbox in front of Active/enabled > save it.



Step 16. Post configuration, whenever you'd add a new lead and navigate to the productivity panel in the right > click on messages > new message









Step 17. Select Gallabox messaging app.


Step 18. Fill the listed fields present. ( Select the Phone number, in case you have added multiple numbers you can choose the number you'd like to send the message from, Select the templatized message > hit send)



Note - User can also check the activity and status of the sent messages from the WhatsApp Message Logs section.


Note - Variables are very important factor to make the message look personalized and most of the message service provider support variables in the templates.

a) To add the variable navigate to WhatsApp Templates > click on Fields.

b) You can add Variables in the given listing page. ( Map the Kylas field with the vendor field)
For eg - here we have mapped First name from Kylas to name from the vendor's end.




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