How to connect Pinnacle Whatsapp account with Kylas?

How to connect Pinnacle 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 - Pinnacle ( Once you enter the vendor's name, you would see multiple fields needed in order to integrate the account.)
Enter your Pinnacle API key and Registered number that you get from Pinnacle after creating account. 


Step 10 Once you add all the details you need to select the checkbox in front of Active Enabled > Save.

Step 11. 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 Gupshup team so that they configure it from their end in order to receive the incoming messages and the status of sent Messages

Note - The templates created by the user in Pinnacle 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 Pinnacle 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 12. Post configuration, whenever you'd add a new lead and navigate to the productivity panel in the right > click on messages > new message
















Step 13. Select Pinnacle messaging app.



Step 14. 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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