Introduction

Interakt (https://www.interakt.shop/) is a leading WhatsApp Business Service Provider (BSP) that empowers businesses to engage with their customers through verified and templatized WhatsApp messages. With the Kylas CRM and Interakt integration, businesses can effortlessly sync Leads, Contacts, and Deals, and communicate with their customers directly via WhatsApp—both manually and automatically.

This article provides a complete guide to setting up the Interakt integration in Kylas, sending messages, creating templates, and exploring use cases and benefits.

Prerequisites

Before proceeding, ensure the following:

• You have a verified Interakt account.

• You have Admin access in Kylas CRM.

• You are subscribed to a Kylas paid plan that supports marketplace integrations.

• You have access to Kylas API keys and Interakt developer settings (API key and webhook settings).

• Leads, Contacts, Deals are already created in Kylas CRM.

• The necessary WhatsApp message templates are approved in your Interakt account.

Table of Contents

1. Installing Interakt in Kylas

2. Connecting Interakt Account

3. Syncing Kylas Data with Interakt

4. Creating WhatsApp Templates

5. Sending WhatsApp Messages (1-on-1 and Bulk)

6. Receiving Incoming Messages

7. Managing Users

8. Automating WhatsApp Messages with Workflows

9. Use Cases

10. Benefits

11. Conclusion

Step-by-Step Setup

1. Install the Interakt App in Kylas

• Go to Kylas Marketplace.

• Locate and install the Interakt application.

• Sign up with your email and verify your account.

• Navigate to Installed Apps → Interakt → View Details.

2. Connect Interakt Account

• Go to the API Keys section in the Interakt app in Kylas.

• Enter your Kylas API key and click Save.

To fetch your Interakt API key:

• Log into your Interakt account → Settings → Developer Settings → Copy your Secret API Key.

Then,

• Navigate to Connected Accounts → Click Add Connected Account.

• Enter a name and paste the Interakt API key → Save.

3. Sync Kylas Leads, Contacts, Deals to Interakt

• Go to the Sync Settings section in the Interakt app.

• Click Add Sync Setting → Name it and choose the connected account.

• Select entities to sync (Leads, Contacts, Deals).

• Map fields between Kylas and Interakt.

• Save the settings.

To view sync results:

• Navigate to Sync Logs → Track synced or failed entries by timestamp.

4. Create WhatsApp Templates

• Go to WhatsApp Templates section in the Interakt app in Kylas.

• Click Add WhatsApp Template.

• Enter:

  • Template Code Name (must match Interakt’s code),

  • Content Type,

  • Message Body, etc.

• Save the template.

Ensure your templates are approved in Interakt beforehand.

5. Send WhatsApp Messages from Kylas

1-on-1 Messaging:

• Open any Lead, Contact, or Deal.

• In the Activity Panel, click Messages → New Message → Send WA Message.

• Select the mobile number and desired template → Click Send.

• Message logs will appear under the WhatsApp Messages section.

Bulk Messaging:

• Navigate to Leads, Contacts, or Deals list view.

• Select multiple records → Click Send WA Message.

• Choose the template and send → Monitor progress under Bulk Jobs in the Interakt app.

6. Receive Incoming WhatsApp Messages

• In Interakt app’s API Key section, copy the Webhook URL.

• Go to Interakt account → Settings → Developer Settings → Webhook Configuration.

• Paste the URL and select events:

  • Message Received

  • Template Status (Sent, Delivered, Read, Failed)

Incoming messages will now appear within Kylas CRM.

7. Manage Users

• Navigate to Manage Users in the Interakt app.

• Click Add User → Fill Name, Email, Role.

• Select corresponding Kylas user and optionally allow bulk messaging.

• Click Save. Users will receive a verification email.

8. Automate WhatsApp Messaging via Workflows

• Go to Kylas Settings → Automation → Workflows.

• Click Add Workflow → Choose entity (Lead/Contact).

• Set Trigger and Conditions.

• Under Actions, choose Marketplace Actions → Send WA Message.

• Select a template and click Save.

Now, messages will automatically send based on workflow triggers (e.g., Lead Created).

Use Cases

Use Case	Description
Lead Welcome Message	Automatically greet a new lead with a WhatsApp message.
Appointment Reminder	Remind leads of meetings using scheduled templates.
Lead Qualification	Send forms or questions via WhatsApp for qualification.
Deal Status Update	Notify customers when their deal stage changes.
Payment Follow-Up	Send WhatsApp alerts for pending or successful payments.
Festive Campaigns	Broadcast festive wishes or promotions in bulk.
Feedback Collection	Send a feedback form after service or purchase.
Abandoned Cart Recovery	Nudge users who left without completing the process.

Benefits

Benefit	Description
Seamless Communication	One-click messaging from within Kylas.
Real-time Updates	Get message delivery/read status live.
Lead Engagement	Engage leads where they are most active—WhatsApp.
Automation Saves Time	No manual follow-ups required.
Bulk Reach	Connect with hundreds of leads in one go.
Better Team Collaboration	Assign users and track their communication.
Improved Conversions	Personalized and timely messaging leads to more sales.
Centralized Messaging	All WhatsApp communication visible inside Kylas.

Conclusion

The Kylas–Interakt integration offers a powerful, business-grade WhatsApp communication channel built into your CRM. From one-on-one conversations to automated bulk campaigns, this integration streamlines your lead engagement strategy and keeps your communication centralized. Whether you're nurturing new leads or following up on deals, Interakt makes it simple, automated, and highly effective—all from within Kylas.