How to Send Automated WhatsApp Messages Through Interakt in Kylas CRM

Introduction

Customer engagement is no longer limited to emails and calls — WhatsApp has become one of the most powerful channels for real-time communication. With Kylas CRM’s workflow automation and its integration with Interakt, you can now send automated WhatsApp messages to leads and customers at the right time without any manual effort.

This guide will walk you through the step-by-step process of setting up automated WhatsApp messages through Interakt in Kylas CRM, ensuring you can nurture leads, follow up with prospects, and re-engage customers effectively.

Table of Contents

1. Introduction

2. Prerequisites

3. Steps to Send Automated WhatsApp Messages

   • Step 1: Navigate to Workflows

   • Step 2: Create a New Workflow

   • Step 3: Define Entity and Trigger

   • Step 4: Set Workflow Conditions

   • Step 5: Configure Timing for the Action

   • Step 6: Add WhatsApp Action via Interakt

   • Step 7: Select Template and Personalize Message

   • Step 8: Save and Activate Workflow

4. Use Cases of Automated WhatsApp Messaging

5. Benefits of Using Interakt with Kylas CRM

6. Conclusion

Prerequisites

Before setting up automated WhatsApp messages, ensure the following:

• Interakt account is connected with your Kylas CRM.

• Active WhatsApp Business number is set up in Interakt.

• Workflows feature is enabled in your Kylas CRM plan.

• Necessary permissions to create workflows and automations.

Steps to Send Automated WhatsApp Messages

Step 1: Navigate to Workflows

Go to Automation → Workflows from the left-hand navigation menu in Kylas CRM.

Step 2: Create a New Workflow

• Click on Create Workflow.

• Give the workflow a meaningful name, e.g., Automated WA message through Interakt.

Step 3: Define Entity and Trigger

• Select Entity: Choose whether the automation should run for Leads, Deals, or Contacts. (e.g., Lead)

• Set Trigger: Define when the action should be triggered, such as When a lead is updated.

• Choose Immediate or Delayed action depending on when you want the message to be sent.

Step 4: Set Workflow Conditions

• Define conditions to filter which leads/deals should get the WhatsApp message.

• Example: If the lead is in a specific pipeline stage or has a certain attribute, only then trigger the message.

Step 5: Configure Timing for the Action

• Choose the time reference (e.g., 15 minutes after Updated At).

• Define whether the action should repeat or be a one-time trigger.

Step 6: Add WhatsApp Action via Interakt

• Under Actions to be Performed, select Marketplace Actions → Send WA Message.

Step 7: Select Template and Personalize Message

• Choose the WhatsApp template you want to send from Interakt.

• Select the phone number field (e.g., Lead’s Primary Phone Number).

• Personalize the message using placeholders such as {{1}} for lead name or other variables.

Step 8: Save and Activate Workflow

• Review the workflow setup.

• Click Save.

• Finally, click Activate to make the workflow live.

Your automation is now ready — every time the conditions are met, the system will automatically send a WhatsApp message via Interakt.

Use Cases of Automated WhatsApp Messaging

1. Lead Nurturing: Send welcome messages when a new lead is added.

2. Follow-ups: Remind prospects about pending actions (e.g., demo scheduled, payment pending).

3. Customer Engagement: Send personalized offers, discounts, and updates.

4. Reactivation Campaigns: Reach out to dormant leads or customers after inactivity.

5. Transactional Updates: Share order confirmations, shipment details, or appointment reminders.

Benefits of Using Interakt with Kylas CRM

• Save Time: No need to manually send WhatsApp messages.

• Better Engagement: Reach customers on their preferred channel.

• Targeted Messaging: Use conditions to send messages only to relevant leads.

• Improved Conversions: Timely nudges can move prospects faster through the sales funnel.

• Consistency: Ensures no lead is missed during follow-ups.

Conclusion

With Kylas CRM and Interakt integration, sending automated WhatsApp messages becomes seamless. By setting up workflows, you can ensure timely communication, boost engagement, and drive conversions without additional manual effort.

This automation is especially useful for growing businesses that want to scale customer communication while maintaining personalization.