Integration
How to use Tata tele bulk dialer from Kylas?
This article covers the steps to take in order to connect Tata Tele smartflo dialer campaign. wih this feature user can add their Kylas leads and contacts as lead lists in Tata Tele and they can create dialer campaign from Kylas and can start the ...
How to Set-up Facebook Re-marketing app?
This article covers the steps to follow in order to set-up Facebook Re-Marketing app. With the help of Facebook Re-marketing app, you will be able to create a segment of audience in your Facebook ad account or update the existing audience so you can ...
How to connect Pinnacle Whatsapp account with Kylas?
Kylas WhatsApp Business messaging application enables you to send WhatsApp Messages to the Leads and Contacts in Kylas CRM via your WhatsApp business account. This article will guide you on the process to sync Kylas with Gallabox Whatsapp account. ...
How to Transfer data from Kylas to Google Sheets?
Step by Step Process 1. Open the google sheet with the records you want to export. Navigate to Extensions> click on Apps Script. 2. You'll attain a quick platform to enter the script with functions. Note - User needs to get "functions" written from ...
How to connect Razorpay with Kylas CRM?
Razorpay is a leading payment gateway available in the market. Razorpay - Payment links generation app helps Kylas users to connect their Razorpay account with Kylas and generate the payment links from Kylas sale CRM itself. Kylas users can connect ...
Integration with Third Party (Facebook) Lead Generation
This article covers the steps to follow in order to check the Leads to sync in Kylas from Facebook Lead Generation. Perquisites Permissions: Any user with access to the Kylas account API key or Access to Kylas Marketplace. Product Plans: Elevate ...
Integration with Third Party (Tradeindia) Lead Generation
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 ...
Integration with Third Party (Indiamart) Lead Generation
This article covers the steps to follow in order to check the Leads to sync in Kylas from Indiamart Lead Generation. Perquisites Permissions: Any user with access to the Kylas account API key or Access to Kylas Marketplace. Product Plans: Elevate ...
Integration with Third Party (Justdial) Lead Generation
This article covers the steps to follow in order to check the Leads to sync in Kylas from Just Dial. Perquisites Permissions: Any user with access to the Kylas account api-key. Product Plans: Elevate Activities to be Completed: None Just Dial Lead ...
How to integrate with JustDial for Lead generation in Kylas?
This article covers the steps to follow in order to check the Leads to sync in Kylas from Facebook Lead generation, Indiamart, Just Dial, Facebook, Trade India Lead Generation. Perquisites Permissions: Any user with access to the Kylas account ...
Kylas Caller Integration for manual and automated calling
This article covers the steps to be followed and the prerequisites for installing a marketplace app. This app helps you connect your cloud telephony provider with Kylas CRM. Kylas Caller app- This helps users to connect their cloud telephony apps ...
How to connect Kaleyra with Kylas CRM?
Kaleyra is the API-based platform to engage your clients with personalized messages, chatbots, programmable voice services, and more. This article will help you walkthrough with the steps on how to sync it with Kylas CRM. Prerequisites Permissions - ...
How to connect Knowlarity with Kylas CRM?
Knowlarity Communications is a cloud telephony. This article will help you walkthrough with the steps on how to sync it with the Kylas CRM. Prerequisites Permissions - Any user with access to the Kylas account API key or Access to Kylas Marketplace. ...
How to connect Ozonetel with Kylas CRM?
This article will help you walkthrough with the steps on how to sync Ozonetel with Kylas CRM. Prerequisites Permissions - Any user with access to the Kylas account API key or Access to Kylas Marketplace. (a) Contact - read, read all, write, update, ...
How to Generate invoices using Quickbooks?
This article will cover steps to integrate Quickbook with Kylas. This app helps users to connect their invoicing application and create invoices directly from CRM itself without switching the apps. Kylas users can connect to this invoicing tools to ...
How to connect Arka Inventory and Integration with Arka
This app integrates with Arka inventory to Create Accounts, Contacts, and Sales Order Arka. Arka inventory is a costing & inventory management solution built on the cloud. It helps you better understand product costs, get better visibility & control ...
How to connect Zendesk
Zendesk is a leading desking platform across globe. with the help of the zendesk support tickets sync application, helps kylas users to sync and manage their Zendesk tickets from Kylas Itself. Prequisites: Permissions: Any user with access to the ...
How to connect Tata Tele with Kylas CRM?
This article will help you walkthrough with the steps on how to sync Tata Tele with Kylas CRM. Prerequisites Permissions - Any user with access to the Kylas account API key or access to Kylas Marketplace app. (a) Contact - read, read all, create, ...
How to connect Stripe and send payment link?
With Stripe - Payment link generation application, Kylas users can generate payment links in the Stripe account from Kylas itself. View them and take certain automated actions like changing the pipeline stage of a Lead or Deal with the help of ...
How to send payment link using Razorpay?
Kylas users can send the links via SMS and Email to the Leads or Contacts. Users can also setup certain actions that needs to be performed once a payment link has been successfully paid. This article will covers steps to generate payment link. ...
How to connect Exotel with Kylas CRM?
This article will help you walkthrough with the steps on how to sync Exotel with Kylas CRM. Prerequisites Permissions - Any user with access to the Kylas account API key or having access to Kylas marketplace. (a) Contact - read, read all, create, ...
How to Connect Mailchimp with Kylas to sync Leads and Send marketing emails
This article will brief you with the steps on how to connect Mailchimp with Kylas. Prerequisites Permissions - Any user with access to the Kylas account API key. (a) Company - read, readall (b) Lead - read, read all, email, (c) Pipeline - read, read ...
How to Connect Mailjet with Kylas to sync Leads and Send marketing emails
This article covers the steps to be followed and the pre-requisites for installing a Bulk email marketing app. Perquisites Permissions - Any user with access to the Kylas account API key. (a) Company - read, readall (b) Lead - read, read all, email, ...
How to connect Kylas with My Operator?
This article covers the steps that need to be performed in order to integrate My Operator with Kylas CRM. Prerequisites Permissions: Any user with access to the Kylas account API key. a) Contact - read, read all, create, update, call (b) Company - ...
How to integrate WATI with Kylas.
This article will brief you with the steps on syncing Kylas CRM with WATI. Follow the steps below to proceed further. Prerequisites Permissions - Any user with access to the Kylas account API key. (a) Contact - Read, Sms (b) Lead - Read, Sms Product ...
How to send Automated Whatsapp message in Kylas?
This article will help you create Automated message in Kylas. Follow the steps below to proceed. Prerequisites Permissions - Any User with Create access on workflow and read access on Lead/Contact/Deal Product Plans - Elevate Activities to be ...
How to subscribe for Webhooks in Kylas
A webhook in web development is a method of augmenting or altering the behavior of a web page or web application with custom callbacks. These callbacks may be maintained, modified, and managed by third-party users and developers who may not ...
How to connect Gallabox Whatsapp account with Kylas?
Kylas WhatsApp Business messaging application enables you to send WhatsApp Messages to the Leads and Contacts in Kylas CRM via your WhatsApp business account. This article will guide you on the process to sync Kylas with Gallabox Whatsapp account. ...
How to integrate Mcube with Kylas?
This article covers the steps that need to be performed in order to integrate Mcube with Kylas CRM. Prerequisites Permissions:- For Admin:- Access to the Kylas account API key For Member:- Kylas CRM call permission Product Plans: Elevate Activities ...
How to integrate property portal app with Kylas CRM?
This article covers the steps for integrating your Property portal account with Kylas CRM to automatically fetch leads generated in the Property portal and store them in your Kylas CRM account. Pre-requisites: Permissions: Any user with access to ...
How to integrate Kylas CRM with your Trade India account to capture leads?
This article covers the steps for integrating your Trade India account with Kylas CRM to automatically fetch leads generated in Trade India and store them in your Kylas CRM account. Prerequisites Permissions: Any user with access to the Kylas ...
How to integrate My Operator with Kylas?
This article covers the steps that need to be performed in order to integrate My Operator with Kylas CRM. Prerequisites Permissions: Any user with access to the Kylas account API key Product Plans: Explore & Elevate Activities to be ...
How to integrate JustDial to get Leads in Kylas?
This article covers the steps for integrating your JustDial account with Kylas CRM to automatically fetch leads generated in JustDial and store them in your Kylas CRM account. Prerequisites Permissions: Any user with access to the Kylas account API ...
How to send lead and contact details to Mailchimp from Kylas CRM?
This article covers the steps to be followed and the pre-requisites to send lead and contact details to Mailchimp, using the webhooks feature available in Kylas. Prerequisites Permissions: Any user with create permission on Workflow Module. Product ...
How to check the Leads that failed to sync from facebook Lead generation?
This article covers the steps to follow in order to check the Leads that failed to sync in Kylas from Facebook Lead generation. Prerequisites Permissions: Any user with access to the Kylas account api-key. Product Plans: Explore & Elevate Activities ...
How to integrate facebook lead generation campaign with Kylas?
This article covers the steps to integrate a Facebook lead generation campaign with Kylas in order to capture Leads in Kylas automatically. Prerequisites Permissions: Any user with access to the Kylas account api-key. Product Plans: Explore & ...
How to integrate Kylas CRM with your Indiamart account to capture leads?
This article covers the steps for integrating your Indiamart account with Kylas CRM to automatically fetch leads generated in Indiamart and store them in your Kylas CRM account. Prerequisites Permissions: Any user with access to the Kylas account ...
How to create Lead Capture Form ?
This article covers the steps for creating a lead capture form, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a lead capture form. What is a ...
How to integrate Lead Capture form to a website?
To integrate the Lead Capture Form on your website and start capturing leads from your website visitors, follow the steps given below: Step 1: Copy the script (without the <div> tag) and add it on pages of your website (especially on the landing ...
How to edit an existing Lead Capture Form?
This article covers the steps for editing an existing lead capture form, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of updating/ editing a lead capture ...
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