This article covers the steps to follow in order to check the Leads to sync in Kylas from Trade India Lead Generation.
Perquisites
Permissions: Any user with access to the Kylas account api-key.
Product Plans: Elevate
Activities to be Completed: None
Trade India Lead Generation-This app helps users to get their Leads from TradeIndia to the Kylas sales CRM
TradeIndia Lead integration app helps the users to get the leads in Kylas that are generated in TradeIndia. Users can map appropriate sources on the Leads getting created that helps to filter the Leads coming from TradeIndia.
Steps
Navigate to Kylas marketplace > In All apps option select Trade India,> Click on Install App.
b.)
Once you have completed filling in the details in the screen above, then click on the Sign Up for Free button.
c.) Then an email will be sent to your registered email id as shown below. Click on the Verify
button to complete the signup process.
d.) Once the signup process is completed, log in to the app using your registered email id and password.
e.) On the landing page, paste the Kylas CRM account API key.
f.) Once your API key is validated you will see a landing page in which you need to enter details from your Trade India account like User ID, Profile ID, and Trade India API key.
g.) Select vendor and source as Trade India and click on the Save button.
h.) Once you are done with step 4, the leads associated with your Trade India account will start showing in your Kylas CRM account. Also, you can see the logs of all the leads sent from Trade India to Kylas in the Lead log section on Kylas Trade India App as shown below: