How to integrate Mcube with Kylas?

How to integrate Mcube with Kylas?

This article covers the steps that need to be performed in order to integrate Mcube with Kylas CRM.

Prerequisites
  1. Permissions:-  
    1. For Admin:- Access to the Kylas account API key
    2. For Member:- Kylas CRM call permission
  2. Product Plans: Elevate
  3. Activities to be Completed: Install the caller app
Step 1: Basic Account setup and User Mapping
Login to the Kylas CRM on the web and click the burger icon available on the top left-hand side and select 'Kylas Marketplace', this will direct you to the Kylas Marketplace showing all the applications.
Now, select the 'Kylas Caller' app and click on the Install button available in the top right-hand corner. This will request you to Sing-up on the Kylas Marketplace.

When sign-up and an app installation are completed, you will be directed to the Kylas Caller screen, where the very first thing that needs to be performed is updating the Kylas API key in the 'API Keys' tab on the Kylas Caller screen as shown in the below screenshot.
Find your API Key here:- Kylas
 

Upon the API key update navigate to the 'Manager Users' tab to map the users with the Kylas CRM users by just adding the below details
  1. Name of the user
  2. Email id of the user
  3. Role of the user
  4. Kylas User [ With whom the user needs to be mapped ] 

Once the user mapping is done go to the 'Connected Accounts' tab and select the vendor from the drop-down as 'Mcube' which will then ask for an API key [ How to Get an API key, check the Step 2: How to Get the Mcube API Key ]



 Step 2: How to Get Mcube API Key
To get the Mcube API key, Login to Mcube go to the 'Admin' and select 'Edit Profile', and scroll to the bottom of the screen to locate the 'API Key' filed.
 

Step 3: Add Agents 
Once the account is connected, you will need to add the agent detail from the 'View Agents' button available in the Action column corresponding to the added operator row.



Click on the 'View Agents' and you will see two fields on the screen as below.
 
User:- Select the Kylas user from the drop-down
Mcube User ID:- Enter the 10-digit number of the agent from Mcube



How to get the Mcube Agent's 10-digit number:- To get the Mcube agent/User's 10-digit number, you will need to login to the Mcube, go to the 'Employees' from the side menu and select 'List Employees' and copy the number of the corresponding user, and past it in the 'Mcube User Id' field under the Manage User tab



Step 4: How to Make an Outbound Call
Once the account is connected and user/agents are mapped, the Kylas CRM user will be able to make the Outbound call by simply going to the Lead listing or detail page, clicking on the 'Click to Call' button, and selecting the Mcube operator to make an outbound call.



The process of the outbound call is very simple, once the user clicks on the 'Click to Call' button and selects the Mcube the call will be directed to the agent's number followed by the end customer's number.

Step 5: How to Get Outbound Call Logs
Getting the Outbound calls is very simple since there is nothing to do manually, under the 'Connected Account' a Hangup link is generated which will automatically be used as an API key parameter and all the Outbound calls will be available under the 'Call Logs' tab.



Step 6: How to Get the Inbound Call Logs
To get the Inbound call logs you will need to copy the Hang-up URL and past it in the Mcube's respective group.



6.1: Where to Past the Hang-up URL
Once you copy the Hang-up URL, log in to the Mcube from the side menu select the 'Mcube Track' then 'Groups' and select 'List Groups' then click on the 'Action' button drop-down to edit the group and past the URL in the 'On Hangup' field and save the updates.

 

Upon saving the change the Inbound calls will start showing up under the 'Call Logs' tab.

Step 7: New Lead Generation
When a customer calls the group number the system will read the information to identify if any Lead or Contact already exists in the system with the same number if not then a new Lead will be generated.

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