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

  1. WATI Account with access to the WhatsApp Business API. 
  2. WhatsApp Approved Business Number linked to WATI. 
  3. API Key from Kylas CRM. WATI API Key and webhook URL setup rights.
  4. Admin access to both Kylas and WATI.
  5. Pre-approved WhatsApp Message Templates from Meta (via WATI).
Notes

Note: This feature is available only on Pro and Business plans on Wati.

Overview

WATI (WhatsApp Team Inbox) is a powerful platform built on the WhatsApp Business API to help businesses communicate seamlessly with their customers. Integrating WATI with Kylas CRM, a robust sales automation platform, enables you to automate WhatsApp communications, streamline lead engagement, and improve customer follow-ups—all within your CRM. Want to connect your Wati account with Kylas CRM? This step-by-step guide will walk you through the process, from installing the app in Kylas Marketplace to integrating Wati and setting up template messages. By the end, you'll be able to send personalized WhatsApp messages directly from your Kylas account. 

Step by Step Process

A. Install the WhatsApp Business Messaging App in Kylas

  1. Log in to your Kylas CRM dashboard

  2. Click on the Marketplace tab

  3. Find and click on Kylas WhatsApp Business Messaging

  4. Click Install App

  5. Enter your Kylas login credentials and proceed

  6. On the permissions screen, click Allow and Install

  7. After installation, sign up on the WhatsApp Messaging app, verify your email, and log in


B. Add Kylas API Key

  1. Go to Marketplace > Installed Apps > View Details

  2. Navigate to the API Keys section

  3. Paste your Kylas API Key (available under Settings > Integrations)

  4. Choose the business object: Lead or Contact

    • This determines where responses will be stored

  5. Save changes


C. Integrate Your WATI Account

  1. Go to WhatsApp Account Settings inside the messaging app

  2. Set the vendor as WATI

  3. Open a new tab and log in to your WATI Dashboard

  4. Navigate to API Docs

  5. Copy:

    • Access Token (remove Bearer prefix before pasting)

    • API Endpoint

  6. Return to Kylas WhatsApp Settings:

    • Paste the Access Token

    • Enter your WhatsApp Business number

    • Paste the API Endpoint into Server URL

  7. Check the Active/Enabled box

  8. Click Save


D. Configure Webhook from WATI to Kylas

  1. In Kylas WhatsApp Account Settings, copy the Webhook URL

  2. In WATI, go to Webhook Settings > Add a Webhook

  3. Paste the Webhook URL

  4. Set Status to Enabled

  5. Under Events, choose: Message Received

  6. Click Save



E. Sending WhatsApp Messages from Kylas

  1. Open any Lead or Contact profile in Kylas

  2. On the right panel, click Messages > New Message

  3. From the Messaging App, select WATI

  4. Fill in the following:

    • Choose the sending phone number

    • Select an approved template

    • Add variables (e.g., Name, Product) if the template supports them

  5. Click Send


How to Create WhatsApp Templates in WATI

  1. Log in to WATI Dashboard

  2. Go to Broadcast > Template Messages

  3. Click New Template Message

  4. Fill in the details:

    • Template Name

    • Category (Marketing/Utility/Auth)

    • Language

    • Header (Optional)

    • Body (Main Message)

    • Footer & Buttons (Optional)

  5. Submit for Meta approval

    • Only approved templates can be used




Map WATI Templates in Kylas

  1. Go to the WhatsApp Template tab in Kylas

  2. Click Add WhatsApp Template

  3. Fill the following:

    • Template Name (same as WATI)

    • Header / Body / Footer (same content)

    • Message Type: HSM

    • Vendor Template ID: Optional

  4. Check Active/Enabled

  5. Click Save





Add Variables to Personalize Messages

Variables allow you to personalize WhatsApp messages—for example, by including the customer’s first name or product details.

To map variables in Kylas:

  1. Go to WhatsApp Templates > Fields in your Kylas account.

  2. On the listing page, map your Kylas CRM fields to the corresponding WATI template variables.

For example:

  • Map First Name (Kylas) → {{name}} (WATI)


Notes

This helps ensure that messages are dynamic and personalized when sent to leads or contacts.




Notes
Note: Users must get their templates approved by WATI in accordance with WhatsApp’s Terms & Conditions. Once the templates are approved, they can be made functional. After verification is completed, users can simply sign in to access the templates—no separate signup is required.

Use Cases of WATI-Kylas Integration 

  1. Instant Lead Acknowledgment

    • Automatically send a WhatsApp message to new leads captured via Facebook or website forms.

    • Example: “Hi {{name}}, thanks for showing interest. Our team will contact you shortly.”

  2. Sales Follow-Ups

    • Send WhatsApp messages directly from Kylas when leads go cold or are unresponsive to calls/emails.

    • Increases chances of re-engagement.

  3. Appointment Reminders

    • Send automated WhatsApp reminders for meetings, demos, or follow-up calls scheduled via Kylas.

  4. Order Status Updates

    • Notify customers via WhatsApp when their order is confirmed, shipped, or delivered—based on Kylas deal stages.

  5. Broadcast Promotions

    • Send campaign messages to segmented contacts in Kylas through WATI using approved templates.

  6. Post-Sale Follow-Up

    • Share feedback links, thank-you notes, or onboarding info after a deal is marked as “Won” in Kylas.

  7. WhatsApp-Driven Lead Creation

    • When a user replies to a WATI message, it can auto-create a Lead or Contact in Kylas if API/webhook is configured.




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



Info
 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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