How to integrate your Kylas account with KrispCall?
Connecting your Kylas CRM with KrispCall is a powerful move to sharpen your sales interactions. This integration combines Kylas’ easy-to-use CRM features with KrispCall’s modern phone system, enabling your team to stay organized, close deals more efficiently, and deliver enhanced customer experiences.
Let’s dive into how you can set up the Kylas-KrispCall integration and unlock its full potential.
You don’t have to search across different dashboards to find details about a customer. When your Kylas account integrates with KrispCall, all information is centralized and can be accessed whenever needed.
This helps in effective sales team interactions and closing more deals. With everything in one place, your team can focus on helping people and sealing the deal faster.
When KrispCall and Kylas are connected, call contacts and call notes can be saved automatically. Your team no longer has to do it manually, reducing the time spent on manual work.
Teams can follow up with more people in a single day, respond quickly, and spend more time on valuable work. This creates chances to close more deals and grow your business without burning out.
With KrispCall and Kylas integration, the team can make direct calls from Kylas while getting customer data to create personalized interactions. Teams can tailor messages based on the lead’s preferences, past conversations, and needs, and deliver customer support.
Moreover, understanding customer preferences helps build trust, as customers feel valued. This trust results in a stronger relationship and engages leads and guides on the journey.
Kyla’s sales engagement tools, combined with KrispCall's shared phone number feature, allow collaboration among the teams. Everyone on the team can use the same number to make or receive calls.
This means no lead gets missed, and any team member can pick up where another left off. It keeps interactions smooth and ensures customer satisfaction.
Here are the steps to easily integrate your Kylas account with KrispCall.
Step 1: __Log in to the KrispCall account__ and go to Settings.
Step 2: Inside the settings section, integrations can be seen under APP SETTINGS, and tap on Integrations.
Step 3: After clicking on integrations, different automation tools and CRMs can be found, which you can integrate with KrispCall. To integrate Kylas from KrispCall, search for Kylas and click on the connect button below Kylas.
Step 4: After clicking on the connect button, a pop-up window will appear asking for the API token.
Step 5: To get the necessary details for successful integration, log in to Kylas, click on the settings, go to Integrations, and click on API key.
Step 6: After landing on the API page, a Universal API Key is provided.
Step 7: Copy the details of the API and paste them into the pop-up window of KrispCall.
Step 8: Click on the Connect Now button, and the Integration successful message will pop up, and Kylas will be displayed under active integrations.
Ensure members have integrated Kylas accounts.
The admin/owner can view member integrations and make changes to members' account settings.
Members cannot view admin/owner integrations.
Member's settings changes don’t affect Admin/Owner’s settings.
Admin/Owner setting changes don’t affect members' settings.
After the successful integration of Kylas, users can enable or disable different settings.
In the first step, users can either edit or delete the integration.
To delete the active integration, click on the 3 dots and choose the delete option.
General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.
Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to Kylas. If the toggle is off, then the contacts won’t be synced.
Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in Kylas get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps with initial sync, i.e., if there are previous contacts either in KrispCall or Kylas, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option helps to sync notes to Kylas, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Kylas.
The workflow setting is present right after the general settings. All the options under workflow settings are set to Calls (Engagements) at first. Users can click on the settings and change them as per their requirements.
Log outgoing answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing answered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the outgoing answered calls will not be synced to Kylas.
Log outgoing unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing unanswered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Kylas.
Log incoming answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming answered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the incoming answered calls will not be synced to Kylas.
Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming unanswered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Kylas.
Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to the call of Kylas. By enabling the setting as Disabled, the voicemail log will not be synced to Kylas.
Log incoming SMS as SMS/Disabled: Enabling the setting as either Tasks/Notes will sync the incoming SMS to SMS of Kylas. However, it will not sync if the setting is disabled.
Log outgoing SMS as SMS/Disabled: Enabling the setting as either Tasks/Notes will sync the outgoing SMS to either SMS or Kylas. However, it will not sync if the setting is disabled.
The connected numbers setting is present after the workflow settings. Two options are available under the connected numbers settings.
Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration.
Log sms for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers to be synced at Kylas.
If the user purchases the number after integration, they need to manually add the number to the connected numbers.
*Note:* If no numbers are selected, the call logs/SMS will not be synced in Kylas.
Let’s dive into how you can set up the Kylas-KrispCall integration and unlock its full potential.
Benefits of integrating Kylas with KrispCall
1. Close deals faster with customer info in one place
You don’t have to search across different dashboards to find details about a customer. When your Kylas account integrates with KrispCall, all information is centralized and can be accessed whenever needed.
This helps in effective sales team interactions and closing more deals. With everything in one place, your team can focus on helping people and sealing the deal faster.
2. Work faster and waste less time
When KrispCall and Kylas are connected, call contacts and call notes can be saved automatically. Your team no longer has to do it manually, reducing the time spent on manual work.
Teams can follow up with more people in a single day, respond quickly, and spend more time on valuable work. This creates chances to close more deals and grow your business without burning out.
3. Enhanced personalization
With KrispCall and Kylas integration, the team can make direct calls from Kylas while getting customer data to create personalized interactions. Teams can tailor messages based on the lead’s preferences, past conversations, and needs, and deliver customer support.
Moreover, understanding customer preferences helps build trust, as customers feel valued. This trust results in a stronger relationship and engages leads and guides on the journey.
4. Collaboration made easy
Kyla’s sales engagement tools, combined with KrispCall's shared phone number feature, allow collaboration among the teams. Everyone on the team can use the same number to make or receive calls.
This means no lead gets missed, and any team member can pick up where another left off. It keeps interactions smooth and ensures customer satisfaction.
How to Integrate Your Kylas Account With KrispCall?
Here are the steps to easily integrate your Kylas account with KrispCall.
Step 1: __Log in to the KrispCall account__ and go to Settings.
Step 2: Inside the settings section, integrations can be seen under APP SETTINGS, and tap on Integrations.
Step 3: After clicking on integrations, different automation tools and CRMs can be found, which you can integrate with KrispCall. To integrate Kylas from KrispCall, search for Kylas and click on the connect button below Kylas.
Step 4: After clicking on the connect button, a pop-up window will appear asking for the API token.
Step 5: To get the necessary details for successful integration, log in to Kylas, click on the settings, go to Integrations, and click on API key.
Step 6: After landing on the API page, a Universal API Key is provided.
Step 7: Copy the details of the API and paste them into the pop-up window of KrispCall.
Step 8: Click on the Connect Now button, and the Integration successful message will pop up, and Kylas will be displayed under active integrations.
Manage member Integration settings by the admin/owner
Ensure members have integrated Kylas accounts.
The admin/owner can view member integrations and make changes to members' account settings.
Members cannot view admin/owner integrations.
Member's settings changes don’t affect Admin/Owner’s settings.
Admin/Owner setting changes don’t affect members' settings.
Integration Settings
After the successful integration of Kylas, users can enable or disable different settings.
In the first step, users can either edit or delete the integration.
To delete the active integration, click on the 3 dots and choose the delete option.
General Settings
General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.
Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to Kylas. If the toggle is off, then the contacts won’t be synced.
Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in Kylas get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps with initial sync, i.e., if there are previous contacts either in KrispCall or Kylas, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option helps to sync notes to Kylas, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Kylas.
Workflow Settings
The workflow setting is present right after the general settings. All the options under workflow settings are set to Calls (Engagements) at first. Users can click on the settings and change them as per their requirements.
Log outgoing answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing answered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the outgoing answered calls will not be synced to Kylas.
Log outgoing unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing unanswered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Kylas.
Log incoming answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming answered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the incoming answered calls will not be synced to Kylas.
Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming unanswered calls will be synced to the call of Kylas. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Kylas.
Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to the call of Kylas. By enabling the setting as Disabled, the voicemail log will not be synced to Kylas.
Log incoming SMS as SMS/Disabled: Enabling the setting as either Tasks/Notes will sync the incoming SMS to SMS of Kylas. However, it will not sync if the setting is disabled.
Log outgoing SMS as SMS/Disabled: Enabling the setting as either Tasks/Notes will sync the outgoing SMS to either SMS or Kylas. However, it will not sync if the setting is disabled.
Connected Numbers
The connected numbers setting is present after the workflow settings. Two options are available under the connected numbers settings.
Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration.
Log sms for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers to be synced at Kylas.
If the user purchases the number after integration, they need to manually add the number to the connected numbers.
*Note:* If no numbers are selected, the call logs/SMS will not be synced in Kylas.
Updated on: 11/06/2025
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