MarketPlace
How to Integrate Kylas CRM with Your IndiaMART Account to Capture the Leads
The IndiaMART integration enables you to automatically capture leads generated from your IndiaMART account directly into Kylas CRM in real-time. This integration eliminates the need for manual data entry, ensuring that no inquiry is missed. With the ...
How to Integrate JustDial to Get Leads in Kylas
The JustDial integration with Kylas CRM allows you to seamlessly capture leads generated on JustDial and bring them directly into your CRM system in real-time. Follow the steps below to complete the setup. Prerequisites A valid Kylas CRM account A ...
How to send Bulk interakt messages leads/contacts?
Once you have successfully connected your WhatsApp Business vendor to Kylas via the Kylas WhatsApp Business Marketplace app, you can easily send bulk WhatsApp messages to your Leads and Contacts directly from the CRM. Need help connecting a WhatsApp ...
How to Send Bulk WhatsApp Messages to Leads/Contacts via Kylas WhatsApp Business App?
Once you have successfully connected your WhatsApp Business vendor to Kylas via the Kylas WhatsApp Business Marketplace app, you can easily send bulk WhatsApp messages to your Leads and Contacts directly from the CRM. Need help connecting a WhatsApp ...
How to setup click to call in Kylas?
Click to Call in Kylas is a powerful feature that allows users to initiate outbound calls directly from the CRM with just a click—provided you have an IVR system integrated. This is enabled via the Kylas Caller app available in the Kylas Marketplace. ...
How to Send Bulk Emails from Mailchimp to Leads in Kylas CRM & How to Connect Mailchimp
Sending bulk emails is an essential part of lead nurturing, customer engagement, and marketing automation. Mailchimp, a widely used email marketing tool, allows you to design, manage, and automate bulk email campaigns with ease. When integrated with ...
How to Set Up Interakt and Send Messages Through Interakt in Kylas CRM
Introduction Interakt (https://www.interakt.shop/) is a leading WhatsApp Business Service Provider (BSP) that empowers businesses to engage with their customers through verified and templatized WhatsApp messages. With the Kylas CRM and Interakt ...
How to setup a Digio Markeplace app for KYC and Digital document sign?
Digitally verifying your customers' identity and obtaining e-signatures on documents has become essential in streamlining onboarding processes and ensuring compliance. The Digio Marketplace app simplifies this by enabling Kylas CRM users to initiate ...
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 WATI Account with access to the WhatsApp Business API. WhatsApp Approved Business Number linked to WATI. API Key from ...
How to Set Up Routing Rules for Lead/Deal Assignment in Kylas CRM
Table of Contents Introduction Prerequisites Understanding Routing Rules in Kylas Types of Routing Rules Steps to Set Up Routing Rules 5.1 Accessing the Routing Rules 5.2 Creating a New Routing Rule 5.3 Adding Filters and Conditions 5.4 Defining ...
How to Install and Connect Shopify with Kylas CRM
Table of Contents Prerequisites Step 1: Installing the Shopify App Step 2: Connecting Your Shopify Store Step 3: Mapping Shopify Fields with Kylas Step 4: Setting Up Event Triggers Step 5: Viewing Synced Information and Logs Step 6: Adding and ...
How to Integrate Acefone with Kylas Caller
Table of Contents Prerequisites Step-by-Step Process Integrating Acefone with Kylas allows seamless call management within the CRM system. Follow this step-by-step guide to successfully configure and set up Acefone with Kylas Caller. Prerequisites ...
How to use Campaign influence marketplace app to copy campaign related activities from meeting?
Overview The Campaign Influence App in Kylas CRM helps link campaign and UTM data to Meetings by prioritizing information from associated Leads, Deals, and Contacts. This ensures better visibility into how marketing efforts are influencing sales ...
How to setup Twilio Message in Kylas for sending SMS and WhatsApp messages?
Profile Permissions: Lead -> Read, Read All, SMS permissions Deal -> Read, Read All, SMS permissions Contact -> Read, Read All, SMS permissions Company -> Read, Read All permissions Twilio Marketplace app should be installed. Twilio Help Enter Kylas ...
How to setup Aircall Marketplace app on Kylas for calling?
Prerequisites Lead -> Read, Read All, Write, Call permission Contact -> Read, Read All, Write, Call permission Company -> Read, Read All permission Call -> Read, Read All, Update, Update All permission Pipeline -> Read, Read All permission team -> ...
How to use Apollo.io for Prospecting in Kylas ?
Prerequisites Profile Permissions: Lead -> Read, Read All, Write, Update, Update All permission Contact -> Read, Read All, Write, Update, Update All permission Company -> Read, Read All, Write, Update, Update All permission Pipeline -> Read, Read All ...
How to connect a apollo.io for lead enrichment in Kylas?
Prerequisites Profile Permissions: Lead -> Read, Read All, Write, Update, Update All permission Contact -> Read, Read All, Write, Update, Update All permission Company -> Read, Read All, Write, Update, Update All permission Pipeline -> Read, Read All ...
How to send Kylas Leads and Contacts to your Lemlist account for marketing campaign?
What is Lemlist? Lemlist is a versatile outreach tool for personalized email and LinkedIn marketing campaigns. With this integration, you can easily pass leads or contacts into your Lemlist account. It allows you to run multichannel campaigns, ...
How to Connect Google Ads account for lead generation in Kylas?
The Google Ads Lead Integration App in Kylas allows you to capture leads directly from your Google Ad Forms into your Kylas CRM in real time — eliminating manual data entry and enabling faster lead engagement. Prerequisites Before setting up the ...
How to add workflow actions in a Kylas marketplace app to perform automated actions?
This article covers the steps to enable Workflow actions in a marketplace app actions at the time of app creation so that the users of your marketplace application can use the actions to perform some marketplace actions automatically via Kylas ...
How to setup Teams notifier app to send messages to MS teams channels via Kylas workflow?
This article covers the steps to follow to setup MS Teams notifier application from Kylas marketplace to send MS Teams messages via Kylas workflows. Users can setup workflows to achieve use cases like below: Whenever a Lead or Deal is closed, ...
How to use Kylas Setu application for KYC purpose?
Verifying customer identity is a critical step in building trust and ensuring regulatory compliance. The Setu Marketplace App, now available on Kylas CRM, allows businesses to initiate and manage KYC (Know Your Customer) verification seamlessly using ...
How to add marketplace app trigger as a trigger event for Kylas workflow?
This article covers the steps to perform in order to add a marketplace app trigger as the workflow trigger event. This will enable you to let a workflow get triggered by an external event taking place in a marketplace app and you can use this for ...
What are triggers in marketplace app and how to add triggers?
This article covers the steps to take for adding triggers in marketplace application. What are triggers? Triggers in marketplace apps enables the app developers to trigger Kylas workflows based on an event that takes place in their application. And ...
How to set-up your Zoho Books with Kylas
This article will cover steps to integrate Zoho Books 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 Create a Marketplace Application?
Creating a Marketplace App in Kylas allows developers and businesses to integrate external applications with the CRM seamlessly. Whether you're building a private integration or a public-facing utility for all Kylas users, this guide will walk you ...
How to Send automated SMS via Kylas Workflows?
This article covers the steps to be performed to send automated SMS to Leads or Contacts. Prerequisites: Product Plans: Elevate Activities to be completed: Kylas SMS app installed and configured to send manual SMS. Please refer the following ...
How to Install SMS application?
This article covers the steps to be followed and the pre-requisites for installing SMS App. How to Install SMS App Prerequisites Permissions: Any user having access to Kylas marketplace. Product Plans: Elevate. Step 1: Login to kylas using your ...
How to uninstall a marketplace application?
This article covers the steps to be followed for uninstalling marketplace applications with a KYLAS CRM account. Prerequisites Permissions: Any user who has a marketplace app installed Product Plans: Elevate, Explore Activities to be ...