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How to integrate MSG91 with Kylas CRM setup guide.

How to integrate MSG91 with Kylas CRM setup guide.

Kylas + MSG91 Integration guide

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Step 1:

Login to your Kylas account with your User ID and Password. Then, click on Kylas Marketplace from the top left corner.


Step 2:

Click on "All Apps" from the top left corner, select MSG91, and proceed to install the app.

Step 3:

Click on the Account icon at the top right and select "CRM Settings" from the dropdown menu.


Step 4:

Click on the "Automation" button on the left sidebar and select "Workflows" from the dropdown menu.

Step 5:

Click on the "Add a Workflow" button on the right side.

Step 6:

Follow the instructions below to create a workflow as per your use case.

Step 7:

Click on the button mentioned below to open the popup screen.


Step 8:

Click on the three-line icon on the right side and select the "AuthKey" button.

Step 9:

Enter your MSG91 AuthKey and click the "Save" button.

Step 10:

Select the MSG91 Campaign associated with the AuthKey you entered.

Step 11:

Map all the variables according to your campaign and click the "Save" button.

Step 12:

Click the "Save & Activate" button again.


Finally, For Example - whenever a new contact is created, this workflow will be triggered automatically, and the count will increase consistently.


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Unlock the Power of Kylas with MSG91 Integration

Transform Your Business Communication:

Use Cases:

  • Automations and Triggers: Set automations and triggers for all contact and lead stages.

  • Bulk Campaigns: Filter data in Kylas and run bulk campaigns directly from the platform.

  • Follow-ups and Marketing Campaigns: Execute follow-ups and marketing campaigns directly through Kylas using MSG91.

Advantages:

  • Enhanced Multi-Channel Communication: SMS, email, WhatsApp, voice — All from one platform.

  • Automation: Streamline processes and reduce manual work.

  • Seamless Integration: Quick setup within Kylas CRM.

  • Cost-Effective: Competitive pricing with volume discounts.

  • Insightful Analytics: Data-driven decisions with real-time insights.

  • Scalable Solutions: Grow without performance concerns.

Join the growing community of satisfied users! For feature requests, visit: https://feedback.msg91.com/b/feature-requests

Unlock the full potential of your CRM with MSG91 today!\

Thank you for following the steps!

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Kickstart Your CRM Journey

Sign Up Now: Get started with MSG91 by signing up here.

Tech Support: For assistance with integrations, connect with our Support Team here.

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Contributors

This section was prepared with contributions from Partners Team:  [email protected]:

  • Hardik Menghani

  • Tahir Khan

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