Click to Call in Kylas is a powerful feature that allows users to initiate outbound calls directly from the CRM with just a click—provided you have an IVR system integrated. This is enabled via the Kylas Caller app available in the Kylas Marketplace. Once set up, you can trigger calls directly from lead or contact records, improving calling efficiency and user experience.

Prerequisites

Before setting up, ensure that you have:

• Admin access to your Kylas CRM account
• Admin access to your IVR provider's portal

Step-by-Step Setup Guide

1. Install the Kylas Caller App

1. Log in to your Kylas account via app.kylas.io.
2. Navigate to the Kylas Marketplace.
3. Search for Kylas Caller and click on it.
4. Click Install App.
5. Enter your Kylas login credentials and proceed.
6. On the permissions screen, click Allow and Install.

2. Sign Up for the Integration Portal

1. After installation, click on Sign up here.
2. Fill in the required details and click on Sign Up for Free.
3. You will receive a verification email on your registered email address.
4. Click on the Verify button in the email.

3. Connect Kylas with the Integration Portal

1. Upon verification, you’ll be redirected to call.integrations.kylas.io.
2. Go to the API Keys tab.
3. Enter your Kylas API Key and click Save.

4. Connect Your IVR Vendor

1. Navigate to the Connected Accounts section.
2. Select your IVR provider and follow the steps to integrate it with the portal.
   

5. Using Click to Call in Kylas

Once the integration is complete:

1. Go to a Lead or Contact record in your Kylas CRM.
2. Next to the phone number, you will now see a Click to Call icon (second icon beside the number).
3. Click the icon.
4. A pop-up will appear with your connected IVR portal's icon.
5. Click on the IVR icon to initiate the outbound call.

You will see a message: "Click to Call Placed Successfully" once the call is triggered.

Use Cases:

Use Case	Description
Faster Lead Follow-ups	Sales teams can instantly call leads without dialing manually, reducing response time.
Call from Anywhere in CRM	Users can call directly from Lead, Contact, or Deal records—streamlining workflows.
Improved Inside Sales Productivity	Ideal for telesales or inside sales reps who make high volumes of outbound calls.
Integrated Calling Logs	Every call triggered can be tracked and logged automatically through your IVR system.
Reduced Errors	No need to manually enter phone numbers—minimizes chances of misdialing.
Call Recording & Monitoring	When combined with your IVR provider’s features, you can record, monitor, or analyze calls for quality.

Benefits of Using Click to Call in Kylas

• One-Click Calling: Call leads/contacts in one click, eliminating manual effort.
  

• Boost Productivity: Saves time and effort in reaching customers.

• Improved Tracking: All calls can be logged or tracked via IVR integration.

• Secure & Centralized: Calls are initiated through integrated, permission-controlled systems.

• Seamless IVR Integration: Supports multiple IVR providers via integration portal.

• Zero Learning Curve: Simple UI with call icons placed next to phone numbers.

• Customizable Setup: Works across various IVR vendors with flexible configuration.
  

Conclusion

Click to Call in Kylas streamlines outbound communication by integrating your CRM directly with your IVR system. Whether you're a sales rep aiming for efficiency or a business leader wanting better call management, this feature simplifies the calling process and enhances productivity. With just a single click, your team can focus on what matters most—building customer relationships.