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Why use Kylas CRM?

Convertalk integrates with Kylas CRM to streamline lead generation, customer engagement, and sales management. By combining Convertalk’s AI-powered chatbot with Kylas CRM’s customer relationship tools, businesses can automate lead capture, qualify prospects, and sync real-time customer interactions directly into the CRM, allowing sales teams to prioritize and follow up more effectively, improving conversion rates and sales efficiency.

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Benefits of using Kylas CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot conversations, syncing them seamlessly into Kylas CRM.
  • Personalized Engagement: Leverage customer data from Kylas CRM to provide tailored and relevant interactions via Convertalk.
  • Streamlined Sales Pipeline: Keep the sales pipeline up-to-date with real-time lead management and follow-ups directly from chatbot interactions.
  • Increased Sales Efficiency: Automate repetitive tasks like lead entry and follow-ups, freeing up sales teams to focus on high-value opportunities.

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Step 1: Log in to Convertalk

  1. Access your Convertalk account by logging in.

  2. Navigate to the Third-Party App Integrations section from the dashboard.

  3. In the integrations list, search for Kylas CRM.

  4. Click the Connect button next to Kylas CRM (as shown in the screenshot).

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Step 2: Retrieve API Token from Kylas CRM

  1. Log in to your Kylas CRM account.
  2. Navigate to the Settings section (refer to the provided screenshot for guidance).

  3. In the Settings section, go to the Integrations tab.

  4. Click on the API button.

  5. Here, you will find your API Token. Copy the API Token for use in the next step.

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Step 3: Configure the API Token in Convertalk

  1. Return to the Convertalk dashboard.
  2. In the Kylas CRM Integration section, paste the copied API Token into the required field.

  3. Click the Connect button to establish the connection.

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Step 4: Configure Lead Parameters

  1. After the integration is connected, set up the lead parameters and questions in Convertalk (e.g., Name, Phone Number, Email).

  2. Click on Test Lead to test the integration.

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Step 5: Deploy and Test Your Chatbot

  1. Now click on the “Test Lead” button, to run a demo lead so thta you can verify if everything is working fine.

  2. Run a sample chatbot flow, such as collecting Name, Phone Number, and Email.

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Step 6: Verify Leads in Kylas CRM

  1. Log in to your Kylas CRM account.
  2. Navigate to the Contacts section.

  3. You will see that the lead captured through Convertalk has been successfully created in the Contacts section of Kylas CRM.
By following these steps, you can effectively integrate Convertalk with Kylas CRM and streamline your lead management process.
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