How to setup Lead Re-engagement flow in kylas
The article covers the steps to be followed for creating the lead re-engagement flow in the Kylas.
Prerequisites:
Permissions:
1. Any user with access to Control Center along with the permission to Create/Update Leads and contacts
1. Any user with access to Control Center along with the permission to Create/Update Leads and contacts
2. User must have the necessary permissions to create and update the webhook ( The access must be given from the profile permissions section)
Product Plans : Elevate
Uniqueness Strategy: Make the Uniqueness strategy as None ( CRM Settings > Customizations> Lead Module> Uniqueness Strategy)
Steps:
1. Login to kylas account
2. Once you login to the kylas account , navigate to the "CRM settings "
3. In the CRM settings , click on the Integrations and then navigate to the Webhooks
4. CRM settings > Integrations > Webhooks
5. Click on "Add New Webhook"
7. Mention the name of the Webhook
8. Enter the provided URL (https://dtitfuipsa.execute-api.ap-south-1.amazonaws.com/default/kylasReOpenReEngagedLeads?api_key=) in the Request URL section and then enter the Kylas API key at the end of the URL.
9. To navigate to API key: CRM settings > Integrations > API key
10. Copy the API key and paste in the provided URL .
11. Then select the entity as Lead > Created
12. Then Save it.
13. Your Webhook for the lead re-engagement will be successfully created.
14. Whenever any lead is re-engaged into the kylas, you will receive the automatic note from the Kylas.
15. Lead re-engagement helps in updating the data of the previously available lead. And updates the old lead to the new lead.