How to sync the mobile phone call logs with Kylas?

How to sync the mobile phone call logs with Kylas?

This article covers the steps to be followed to sync the calls made from your phone to your Kylas account. 

Prerequisites: 

  1. Permission: Create permission on Calls Call permission on Leads, Contacts and Deals
  2. Product plans: All
  3. Device: Android device v8.0 and above

Steps: 

  1. Open your Android device and Visit https://play.google.com/store/apps/details?id=io.kylas.dialer&hl=en  or scan below QR code to download the Kylas dialer application. 
    Kylas dialer

  2. Install the 'Kylas Dialer' application.
  3. Launch the app after installation
  4. Please click 'cancel' when you see the below pop up or if you wish you can Set the application as default phone app for calling.

  5. Allow permissions when prompted e.g. for reading the call logs, making and receiving calls and reading files access and so on.
  6. Sign in to your Kylas account
    1. Tap on the 'Sign-in' button on the below pop up 


    2. Enter your Kylas account credentials and sign in 


    3. Or you may sign in later after clicking the settings icon later.






  7. Allow the app to run in background and set no restrictions from the battery saver settings for flawless call logging even in the background. 
  8. View the kylas Lead or Contact Name in a pop up when there is an ongoing call to get more context on the Lead or Contact

    1. Click 'View Lead' to view the Lead in Kylas Sales CRM core application.
    2. Click 'Add Contact/ Add Lead' to create a Lead or Contact in Kylas when there is no existing Lead or Contact exists in Kylas with the number.

  9. View the sync status of call logs: 
    1. Click on the 'Call history' 
    2. View the sync status with date and time 


10. Set call recording path: Kylas dialer can also fetch call recording from your device (this feature works best on Samsung and Xiaomi devices, other devices may face issues for this feature).
  1. Open the Kylas dialer application.
  2. Tap 'Settings' 
  3. Tap on the 'set recording path'
  4. Choose the folder of your phone where the recordings are stored (this works only on the devices which have in built recording feature) 
               

  5. Tap 'Select' to choose the folder. 
  6. After selecting the folder, Kylas caller will start fetching call recording after each call you make and it will sync the call logs with recording to Kylas for the calls made to any Lead or Contact of Kylas. 

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