MarketPlace
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 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 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?
Step 1: Go to Kylas Marketplace apps >> Manage Apps >>Create App · After Clicking on Create app, you will be asked to enter the required information o App Type :- you can either publish this app for private use or make it public o App Category: - ...
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 ...
Popular Articles
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 ...