Summary
Want to connect your Wati account with Kylas CRM? This step-by-step guide will walk you through the process, from installing the app in Kylas Marketplace to integrating Wati and setting up template messages. By the end, you'll be able to send personalized WhatsApp messages directly from your Kylas account.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
Credits: Original help article by Kylas.
Prerequisites
Before you begin, make sure you have the following:
Permissions:
Kylas API access with the following scopes:
Contact: Read, SMS
Lead: Read, SMS
Product plan: Elevate
Installed app: WhatsApp Business Messaging (from Kylas Marketplace)
Wati account: Active and accessible
Note: This feature is available only on Pro and Business plans on Wati.
Instructions
Step 1: Install the WhatsApp Business Messaging app
1. Log in to your Kylas account.
2. Go to the Marketplace tab on the dashboard and click on Kylas Marketplace.
3. Find Kylas WhatsApp Business Messaging in the list of apps.
4. Click Install App.
5. Sign in using your Kylas credentials.
6. On the permissions page, click Allow and Install.
7. After installation, sign up on the app, verify your email, and log in.
Step 2: Add your Kylas API key
1. In Kylas Marketplace, go to Installed Apps and click View details.
2. Open the API Keys section.
3. Enter your Kylas API key (found under Settings > Integrations).
4. Choose the appropriate business object (Lead or Contact).
When a customer replies to a WhatsApp message, Kylas will create a Lead or Contact based on your selection.
Step 3: Integrate your Wati account
1. Go to WhatsApp Account Settings.
2. Set the vendor as Wati.
3. Open a new tab and log in to your Wati account.
4. Navigate to API Docs to find your:
Access Token
API Endpoint
Note: When copying the Access Token, remove the word Bearer before pasting.
5. Paste the Access Token into the appropriate field in Kylas.
6. Enter your WhatsApp Business number.
7. Paste the API Endpoint into the Server URL field.
8. Select the Active/Enabled checkbox and click Save.
Step 4: Configure webhook from Kylas to Wati
1. In Kylas, go back to WhatsApp Account Settings and copy the Webhook URL.
2. In your Wati account, go to Webhooks and click Add a Webhook.
3. Paste the Webhook URL.
4. Set the status to Enabled.
5. For events, choose Message Received, then click Save.
Step 5: Send a WhatsApp message
1. Add a new lead in Kylas.
2. In the Productivity panel on the right, click Messages > New Message.
3. Select the Wati Messaging App.
4. Fill in the required fields:
Choose the sender number (if multiple are available).
Select a templated message.
Click Send.
How to create templated messages in Wati
In your Wati account, go to the Campaign section.
Click on Template Messages(or Template Messages).
To create a new template, click on New Template Message.
Fill out the template details:
Template Name
Category
Language
Header
Body (main message)
Optional: Footer and Actions
Click Save and Submit.
Note: Templates must be approved by Meta per WhatsApp's terms and conditions before you can use them.
Map Wati templates in Kylas
To make your Wati templates usable inside Kylas:
1. Go to the WhatsApp Template tab in Kylas.
2. Click Add WhatsApp Template.
3. Fill in the details using the content from your Wati template.
Set Message Type as
HSM.Vendor Template ID is optional—you can skip it.
4. Select the Active/Enabled checkbox and click Save.
Add variables to personalize messages
Variables help you personalize messages (e.g., using the customer's first name).
In Kylas, go to WhatsApp Templates > Fields.
On the listing page, map Kylas fields to your Wati template variables.
For example: map
First Name(Kylas) to####{{name}}(Wati)
Additional tips
You can check the status and history of messages under WhatsApp Message Logs in Kylas.
Most messaging services, including Wati, support template variables for dynamic and personalized content.
Frequently Asked Questions (FAQs)
General questions
1. What does the Wati and Kylas CRM integration allow me to do?
It lets you send personalized WhatsApp template messages directly from your Kylas CRM using your connected Wati account.
2. Is this integration available on all Wati plans?
No. The integration is available only for Wati customers on the Pro and Business plans.
Prerequisites and access
3. What permissions are required in Kylas to set up this integration?
You need Kylas API access with Contact (Read, SMS) and Lead (Read, SMS) scopes, and your Kylas plan must be Elevate.
4. Do I need to install any app in Kylas before integrating Wati?
Yes. You must install the WhatsApp Business Messaging app from the Kylas Marketplace.
Integration setup
5. What information do I need from my Wati account to connect it with Kylas?
You need your Wati Access Token, API Endpoint, and WhatsApp Business number. Make sure to remove the word “Bearer” when copying the access token.
6. Why is a webhook required between Kylas and Wati?
The webhook allows Wati to receive incoming WhatsApp messages and sync replies back to Kylas in real time.
Messaging and templates
7. Can I send WhatsApp messages from Kylas without templates?
No. You must use WhatsApp template messages that are created in Wati and approved by Meta before sending them from Kylas.
8. How do I make Wati templates available inside Kylas?
You need to manually add and map your Wati templates in the WhatsApp Template section in Kylas and enable them.
9. Can I personalize WhatsApp messages sent from Kylas?
Yes. You can map Kylas fields (like first name) to Wati template variables to send personalized messages.
Message tracking
10. Where can I check the status of messages sent from Kylas?
You can view message status and history in the WhatsApp Message Logs section in Kylas.