How to connect Kaleyra with Kylas CRM?

How to connect Kaleyra with Kylas CRM?

Kaleyra is the API-based platform to engage your clients with personalized messages, chatbots, programmable voice services, and more. This article will help you walkthrough with the steps on how to sync it with Kylas CRM.

Prerequisites

Permissions - Any user with access to the Kylas account API key or Access to Kylas  Marketplace.
(a) Contact -  read, read all, create, update, call 
(b) Company - read, read all  
(c) Lead - read, readAll, create, update, call 
(d) Call - read, readAll, create, update, updateAll 
Product Plans - Explore and Elevate
Activities to be completed - None

Step by Step Process

1. Initial Installation
a) Click on the Install app button
b) Sign in to your account and proceed further.
c) Listing page with all the required permissions would open up. Click on Allow and Install.
d) After installation, sign up on the application and verify the email ID.

2. Setup
a) Once the application has been installed, go to the API keys section on the kylas caller app and add the API key. (You can locate the Kylas Api key in the settings dashboard under Integrations.)  Also, select the business object accordingly. Once you checkmark to any of them,  and whenever a prospect makes an inbound call the system will create the Lead/Contact based upon your selection.


b) Go to the Manage users section and add the users.


Note - Every user created will receive the verification email , once they acknowledge and verify the same, they would be able to function with the application.
c) Post adding the users, Go to the Connected accounts section and click on "Add connected account".



d) Select the vendor to Kaleyra and proceed with adding all the required details.


Note - How To Locate Kaleyra's API key?
Navigate to the settings section > developers.

b)  Copy and paste the Paste the API key or else Generate one if not accessible.
Note -   How to locate the Security Identifier (SID) ?
  Click on Edit and locate the SID under the API domain.
    


 

Note - How to locate the Bridge/Dialing Number from your Kaleyra account?
Go the Numbers section. Copy and paste the listed number in the kylas caller app.



e) User would generate the Webhook URL. Copy and navigate to call back profiles section > edit the Kylas hook URL. Enter the new URL you have copied below the Enter Endpoint section.



f) Keep the Title - Kylashook.
  HTTP method - POST
 Body Type - JSON
 Request Body is not client specific, copy and paste the command written below-
 status": "(status)", "credits": "{credits}",
"id": "(id)", "flow_id" : "{flow_id)",
"ringtime": "{ringtime}", "billsec": "{billsec)", "keypress": "{keypress)",
"call_type":"{call_type)", "callee" : "(callee)",
"caller" : "(caller)",
"bridge": "bridge)",
"Starttine": "(starttine)",
"endtime": "fendtime}", "duration": "(duration)"

g) Once you have edited the Callback Profile > Flow Builder > Enable Call Recording.
User can configure the workflow according to their own requirements and sync the Kylas Webhook URL in Kaleyra flow builder to trigger the action.
 

h) Navigate to the Kylas Caller App.  Map the Kaleyra agents with that of Kylas. Go to the View Agents> Add Agent > Select User> Add Phone Number.

Note - Kaleyra allows users to add multiple numbers for call forwarding.  

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