Kylas Native Whatsapp
Managing WhatsApp Business Accounts in Kylas: Setup, Migration, and Deletion
Kylas Native WhatsApp Integration 1) Onboarding a New Account with an Embedded Signup Link (Using a Fresh Phone Number) To onboard a new WABA using an embedded signup link, follow these steps: ● Ensure that the embedded signup link provided has our ...
How to switch the different conversations happening with different numbers on Leads or contacts?
Prerequisites: Plan Type: Elevate. Add-on - WhatsApp Business. Your WhatsApp Business account should be connected in the Kylas. YouTube - Kylas Native WhatsApp Integration Profile Permissions: WhatsApp Business > Administrative Permission > "Read ...
How to create leads in kylas using WhatsApp business number?
Prerequisites: Plan Type: Elevate. Add-on - WhatsApp Business. Your WhatsApp Business account should be connected in the Kylas. YouTube - Kylas Native WhatsApp Integration Profile Permissions: WhatsApp Business > Administrative Permission > "Read ...
How to send any custom WhatsApp message to lead or contact?
Prerequisites: Your Business WhatsApp account should be connected in Kylas. Plan Type: Elevate. Add-on - WhatsApp Business. YouTube - Kylas Native WhatsApp Integration Profile Permissions: WhatsApp Business > Administrative Permissions > "Read All" & ...
How to send the Template WhatsApp message to any Lead or Contact?
Prerequisites: Plan: Elevate. Add-on - WhatsApp Business. Your WhatsApp Business account should be connected. YouTube - Kylas Native WhatsApp Integration Profile Permissions: WhatsApp Business > Administrative Access > "Read All" & "Update All". ...
How to add variables in WhatsApp template and map the variables with Kylas fields?
Prerequisites: Your WhatsApp Business account should be connected. Plan Type: Elevate. Add-on - WhatsApp Business YouTube - Kylas Native WhatsApp Integration Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". ...
How to create Media Type WhatsApp Template?
Prerequisites: Your WhatsApp Business account should be connected. Plan: Elevate. Add-on - WhatsApp Business. Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". YouTube - Kylas Native WhatsApp Integration Step 1: ...
How to create a simple WhatsApp template?
Prerequisites: Your WhatsApp Business account should be connected. Plan: Elevate. Add-on - WhatsApp Business Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". YouTube - Kylas Native WhatsApp Integration Step 1: ...
How to connect to a WhatsApp account?
Prerequisites: Plan Type: To access Native Business WhatsApp, you need to have Elevate Plan with Add-on - WhatsApp Business. Profile Permissions: When I've "Read All" and "Update All" permission on WhatsApp Business in Communication management then ...
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What is Kylas?
Kylas is a saas based CRM which is developed, maintained and owned by K2V2 TECHNOLOGIES PRIVATE LIMITED. A CRM is primarily a centralized database for recording, organizing and processing data related to a company's sales activities. The major ...
What is a Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
How to edit/update account details?
The article covers the steps to be followed for updating the account details in the Kylas CRM. In the context of this article, account refers to the organization using Kylas CRM. Prerequisites Permissions: Any role having access to Control Center, ...
What is a team?
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...