How to integrate WATI with Kylas.

How to integrate WATI with Kylas.

This article will brief you with the steps on syncing Kylas CRM with WATI. Follow the steps below to proceed further.

Prerequisites

Permissions -   Any user with access to the Kylas account API key.
(a) Contact - Read, Sms  (b) Lead - Read, Sms  
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 on the application. 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 in the settings dashboard under Integrations ) Make sure you 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 - WATI ( Post entering the vendor's name, you would see multiple fields required in order to integrate the account.)









Step 10.  To add the details in the multiple fields present, login to your WATI account and navigate to API docs.


Step 11. You'll find the Access Token and and API Endpoint. Copy and paste the Access Token.





Note - Whenever you are copying the Access token, remove "bearer" and then paste it. 


Step 12. Under the number field add your whatsapp Business account number and in the server URL field copy/paste the API Endpoint url.
 

Step 13. Once you have added all the details select the checkbox in front of Active/Enabled > Save.


Step 14. Navigate to the Whatsapp Account settings and copy the Webhook URL. 


Step 15. Go back to WATI and Add a Webhook. Click on Add a Webhook.


Step 16. Enter the Webhook URL you have copied, choose the status as Enabled and select Events as Message Received and Save.


Step 17. Post configuration, whenever you'd add a new lead and navigate to the productivity panel in the right > click on messages > new message









Step 18. Select WATI messaging app.


Step 19. 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)

How to create Templatized messages through WATI?
1. Go to the Broadcast section of your WATI account.

2.Select ''Template Messages'' section.

3. Fill the following details to create the desired template. ( Template Name, Category, Language, Header)

4. Specify body of the template.


5. You can also add Footer and actions to your message > click on Save and Submit.


Note - User needs to get their templates approved by WATI based on Whatsapp's T & C , post  approval, user can make it functional.


Note - The templates created by the user in WATI 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 WATI 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.



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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