Wish to connect with customers on WhatsApp directly via Kylas CRM?
You can do this easily with Serri – The Smartest WhatsApp Engagement Platform.
By connecting Kylas with Serri , you’ll be able to:
Broadcast messages on WhatsApp to Unlimited users directly via Kylas CRM
Respond to users on WhatsApp via Live Chat in Kylas CRM
Steps to connect your Kylas CRM with Serri ?
1. Go to Kylas Marketplace
To connect your Kylas CRM with Serri , first, go to Kylas Marketplace.
Tap the three lines on the top left section to switch to Kylas Marketplace.
In the Marketplace, find Serri in the top row & click on the app.
![](https://framerusercontent.com/images/I6U6c8OEOpYj9VlDljD0StSdY.png)
2. Click “Install App
![](https://framerusercontent.com/images/rSQvYFbtojiL2AoPU0HIUfRkxvQ.png)
3. Sign in to your Kylas CRM
![](https://framerusercontent.com/images/vcTWEjZItWrkzpDpEYl2Grn8YI.png)
4. On the next screen, scroll down & click “Allow to Install” for Serri App
![](https://framerusercontent.com/images/nV2RkXY4V8JBP4q4Fp6VDwmmTI.png)
5. In Serri App, go to Integrations
If you are already an existing Serri user & are approved for WhatsApp Business API, go to the Integrations page.
If you're a new user, you'll first need to signup to Serri & apply for WhatsApp Business API. Use this link to signup for Serri App - https://www.app.Serri .com/signup
6. On the Integrations page, click on “Kylas"
![](https://framerusercontent.com/images/q0By9TRPne2WBdMl2rpkPCj1B4.png)
7. Next, go to “Get Started”, as shown in the below image
![](https://framerusercontent.com/images/AZkx0lrabCTtTtRlRa1mw9tips.png)
8. Enter your Kylas Username, Password & API Key
If you don’t” have your Kylas API key, follow the next step to get it from the Kylas CRM.
![](https://framerusercontent.com/images/so46ge0gQpbVkmk8pCyxbRAO960.png)
9. In Kylas CRM, switch to Sales & locate your API Key under the Integrations page as shown in below image
![](https://framerusercontent.com/images/9LpHCyDnPnJETSW6qhXyhxvQs.png)
10. Paste the API key inside Serri App & press “Submit”
![](https://framerusercontent.com/images/kaSU1gPjpEDLZMPNzmrnJze95Y.png)
11. Next, go to All Apps in Kylas CRM & press “Open App” to open Serri app
![](https://framerusercontent.com/images/rSQvYFbtojiL2AoPU0HIUfRkxvQ.png)
12. Under Installed Apps, press “View details” for Serri App
![](https://framerusercontent.com/images/lnAr3STF46wGW0uIOeNwZputE.png)
13. Enter your Kylas credentials to log in to Serri
![](https://framerusercontent.com/images/tdJdq6cImMEw9ZjO2SmJ5q2QM.png)
14. Let’s send your first WhatsApp Broadcast directly from Kylas CRM. Go to the Contacts page as shown in the below image
![](https://framerusercontent.com/images/Orimmx50FMrL8OsyfIf4UBl0.png)
15. Select the contacts you wish to send a Broadcast on WhatsApp
![](https://framerusercontent.com/images/TVpYPnx5Du4GGNzkUoHOqlams.png)
16. Create a new Campaign & select a pre-approved WhatsApp Template message
If you haven’t submitted your Template message for approval, go to Serri App, create a new Template message & submit it for approval.
Check out how to create a Template message in Serri App
![](https://framerusercontent.com/images/xEDlVSQvQDcvxzEU795tc7R6uQ.png)
17. Once you’ve sent the Campaign, go to the Campaigns page to view analytics for all your sent Campaigns
![](https://framerusercontent.com/images/KIlnqnlH7p2kNxhmwAeggjrhk.png)
18. Below is how you’ll see the analytics in Serri App. You can monitor the delivery, sent, read, replied, and clicked rates for your WhatsApp Broadcasts
![](https://framerusercontent.com/images/LmjgZXDaksNLt7WPUmFH2Mr6D5U.png)