Seamless Telephony Inside Your CRM: TeleCMI + Kylas Integration
Enable real‑time calling, automatic engagement, and centralized customer insights - all inside Kylas CRM. TeleCMI’s embedded calling features deliver faster responses, personalized interactions, and seamless call tracking without ever leaving your CRM.
With the TeleCMI integration, you can:
Experience the combined power of telephony and CRM. From real-time insights to embedded calling, explore the top benefits that enhance communication, efficiency, and visibility.
Capture and centralize all customer interactions—calls, recordings, notes—within Kylas for complete visibility.
Initiate outbound calls directly from Kylas, eliminating the need to toggle between systems.
View caller details in real time as calls arrive, enabling more informed, faster interactions.
Automatically direct calls to the assigned relationship owner based on lead mapping.
Review recorded calls for training, compliance, and quality monitoring—accessible within the CRM.
How to Set Up TeleCMI-Kylas Integration
Follow the following steps to connect TeleCMI with Kylas CRM, ensuring seamless click-to-call and call tracking inside your sales workflow.
Step 1:
Login to Kylas CRM Admin Portal
Use admin credentials to access the portal.
Ensure you have permission to modify user and application settings.
Step 2:
Update User Profiles in Kylas
Navigate to: Settings → User Management → Manage Users
For each user, update the email and phone number to match their TeleCMI account details.
This step ensures accurate user-level call tracking and routing.
Step 3:
Login to TeleCMI Admin Portal
Access your TeleCMI account using admin credentials.
Confirm that you have access to Developer Settings.
Step 4:
Configure Webhooks in TeleCMI
Navigate to: Settings → Developer → Webhooks
Enter the CDR (Call Detail Record) and Notify URLs provided by Kylas.
This enables real-time syncing of call activities between both platforms.
Step 5:
Login to Kylas CRM User Portal
Use your user credentials.
Ensure that user details match the entries made in Step 2.
Step 6:
Locate the TeleCMI App in Kylas Marketplace
Go to: Marketplace → All Apps
Search for “TeleCMI” and select the official app.
Step 7:
Install and Authorize the App
Click Install on the TeleCMI app.
Grant required permissions to access contacts, call logs, and activity records.
Review scopes and confirm installation.
Step 8:
Start Calling & Tracking in Kylas
From your sales workspace, select a lead/contact and initiate a call via TeleCMI.
View call logs and CDR data directly within Kylas after the call.
Confirm that all interactions are being tracked in real-time.
Integration Complete
Once completed, your agents can make and receive calls, log activity, access caller data, and analyze performance - all from within Kylas CRM.
Ready to Power Up Your CRM with Telephony?
Start your integration today and experience unified communication inside Kylas CRM.