Connect Kylas CRM and Whatsapp(OpenWA) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an Action
Automatically do this!
Send Image
Send Video
Send Audio
Send Document
Send Location
Send Contact
Send Message
Send Sticker
Send Bulk Messages
List Sessions
Get WhatsApp Session
Get Active Chats
Get Chat History
Get All Contacts
Check Phone Number
Send Template Message
Create Message Template
List WhatsApp Templates
Mark Chat Read or Unread
Create Group
Add or Remove Group Participants
Get Profile Picture URL
Ready to use Kylas CRM and Whatsapp(OpenWA) automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
When a New Message is received
Runs the workflow automatically whenever a new message arrives on the connected WhatsApp account.
When a WhatsApp session is disconnected
Runs the workflow automatically whenever a WhatsApp session is disconnected.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contact
Find contact by ID or fields
Search Deal
Find deals by ID or keyword.
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Frequently Asked Questions
To start, connect both your Kylas CRM and Whatsapp(OpenWA) accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Whatsapp(OpenWA) (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Whatsapp(OpenWA). This includes choosing which data fields go into which fields of Whatsapp(OpenWA), setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Whatsapp(OpenWA) typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Kylas CRM and Whatsapp(OpenWA). For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn MoreAbout Whatsapp(OpenWA)
Connect to WhatsApp Web to send and receive messages, automate conversations, and streamline customer communication. Build workflows that respond to real-time events, send text and media messages, manage chats, and simplify customer support, notifications, sales, and engagement.
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