Meta Business Partner

Kylas WhatsApp Integration

Kylas gives Indian sales teams an unlimited-user CRM to capture and work leads; InfiQ gives you the official WhatsApp Business API to reach those leads where they actually reply. Connect the two and every meaningful event in Kylas — a new lead landing in a pipeline, a deal moving to the next stage, a follow-up task falling due — can fire a timely, approved WhatsApp message automatically, then route the customer's reply back so your reps never lose the thread. No copy-pasting numbers into a personal WhatsApp, no leads going cold over the weekend, no separate broadcast tool to reconcile.

Connect {tool} free

InfiQ links Kylas CRM events to the official WhatsApp Business API so new leads, stage changes and task reminders send approved WhatsApp templates automatically, with two-way replies synced back onto the Kylas record — on a WhatsApp account you own, with transparent ₹ pricing.

How the data flows

Kylas

your system

lead.created

InfiQ

rules + templates

→ welcome_lead

Customer

Thanks for reaching out! A specialist will reply within minutes.

✓✓

delivered · read

Live sync

What the Kylas + InfiQ integration actually does

The integration turns Kylas from a place where leads sit into a system that talks to them. InfiQ listens to Kylas events over webhooks and the API, then maps each one to a pre-approved WhatsApp template message sent through your own WhatsApp Business API number. Because it is event-driven, the outreach happens in seconds — while the lead is still warm and remembers filling out your form — rather than whenever a rep next opens the CRM. Replies flow the other way too: when a customer answers on WhatsApp, the conversation is captured against the right Kylas contact so the assigned owner picks up in context instead of starting cold.

Real-time triggers from Kylas lead, deal-stage and task events
Approved WhatsApp templates sent from a number you own
Two-way reply capture linked back to the Kylas contact
Personalised variables (name, product, deal owner, amount) pulled from Kylas fields
Works alongside your existing Kylas pipelines and automation rules

Automations Indian sales teams set up first

Most teams start with the moments where speed and consistency move the numbers most. A new-lead greeting sent within seconds of a lead entering Kylas dramatically improves the odds of a first reply. Stage-based nurture keeps deals warm as they progress — a quote sent when a deal reaches 'Proposal', a gentle nudge if it stalls. Task and follow-up reminders make sure a committed call-back actually reaches the customer, not just the rep's task list. Each of these runs on a WhatsApp template you have approved, so the messaging stays on-brand and compliant while the sending is fully automatic.

Instant WhatsApp welcome the moment a lead lands in Kylas
Stage-driven nurture: quote on 'Proposal', reminder on 'Negotiation'
Follow-up and task reminders tied to Kylas due dates
Post-meeting recap or brochure share triggered by a call log
Re-engagement message when a deal has been idle for N days

How setup works at a high level

You do not need to write code to get the core flows live, though webhooks are there when you want custom logic. First, connect Kylas to InfiQ so InfiQ can receive Kylas events and read the fields you want to personalise on. Next, map each Kylas event to a WhatsApp template and match the template variables to Kylas fields — lead name to {{1}}, deal owner to {{2}}, and so on. Then switch on only the automations your team needs and leave the rest off. Finally, run an end-to-end test with a real lead or a sandbox record, confirm the message and the reply-sync both land correctly, and go live. Because InfiQ provisions the WhatsApp Business API account, the number and its message templates stay under your ownership from day one.

1. Connect Kylas to InfiQ
2. Map Kylas events to approved WhatsApp templates
3. Match template variables to Kylas fields
4. Enable the automations you need
5. Test end-to-end, then go live

Why route Kylas WhatsApp through InfiQ

Plenty of add-ons stop at firing a single static message and call it an integration. InfiQ wires the full loop end to end: events in from Kylas, approved templates out over WhatsApp, and replies synced back so the conversation lives where your reps work. As an official Meta Business Partner, InfiQ handles the WhatsApp Business API provisioning, template submission and number setup on an account you own — including support for the 2026 WhatsApp usernames change via your Business-Scoped User ID (BSUID). Messaging is billed by Meta per delivered message by category (marketing, utility or authentication), and InfiQ shows those costs as transparent ₹ pricing, ex-GST, so you can forecast campaign spend against your Kylas pipeline with no surprises.

Frequently asked questions

Does Kylas sync to WhatsApp automatically?+

Yes. Once connected, Kylas events — new leads, stage changes, due tasks — trigger the mapped WhatsApp template in real time, so outreach happens within seconds without anyone opening the CRM.

Do I need a developer to set it up?+

No. The core flows are configured by connecting the account and mapping events to templates. Webhooks and the InfiQ API are available if you want custom logic, but they are optional.

Can customer replies sync back into Kylas?+

Yes, where applicable. When a customer answers on WhatsApp, the reply is captured against the matching Kylas contact so the deal owner continues the conversation in context.

Whose WhatsApp number and account does this use?+

Your own. InfiQ provisions the WhatsApp Business API number and message templates on an account you own and control, including your Business-Scoped User ID (BSUID) for the 2026 usernames change.

How is WhatsApp messaging priced?+

Meta charges per delivered message by category — marketing, utility or authentication. InfiQ presents these as transparent ₹ pricing, ex-GST, so you can forecast against your Kylas volume.

What is the 24-hour window?+

When a customer messages you, a 24-hour service window opens in which you can send free-form replies without a template. It is a service window, not a billing unit — free-form service replies inside it are free today but chargeable from 1 October 2026, and template messages are still billed by category as they are delivered.

Can I personalise messages with Kylas data?+

Yes. Template variables map to Kylas fields, so a message can include the lead's name, product interest, deal owner, amount or any field you choose to pass through.

Which Kylas events can trigger a message?+

Common triggers include new lead creation, deal-stage transitions, task and follow-up due dates, and call or activity logs. You enable only the events your team wants automated.

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