KYLAS CRM Integration with MyOperator?
📑 Table of Contents
- What Does the Integration Between KYLAS CRM and MyOperator Support?
- How Are Incoming Calls Managed in KYLAS CRM?
- How Are Outgoing Calls Managed in KYLAS CRM?
- What Are Live Call Pop Notifications in KYLAS CRM?
- How Does Data Synchronization Work Between KYLAS CRM and MyOperator?
- Frequently Asked Questions (FAQs)
1. What Does the Integration Between KYLAS CRM and MyOperator Support?
The KYLAS CRM + MyOperator Integration enables seamless communication and real-time data synchronization between the two platforms. It provides the following key features:
- Incoming Calls: Automatically creates new leads or logs activities in KYLAS CRM.
- Outgoing Calls: Initiates calls via MyOperator with Click-to-Call functionality, and logs them as activities under the corresponding lead or contact in KYLAS CRM.
- Live Call Pop Notifications: When a call is incoming, a live notification appears in KYLAS CRM, displaying caller details (if the number is saved) and providing options to view or create the associated lead.
2. How Are Incoming Calls Managed in KYLAS CRM?
For incoming calls, the integration works as follows:
- New Calls:
- If the caller’s number does not exist in KYLAS CRM, a new lead is created automatically.
- Existing Leads:
- If the caller is an existing lead, their profile is updated with the call history, including call duration and call status (e.g., missed or connected).
- Call Recordings:
- If call recordings are enabled, the recording will be synced and attached to the relevant lead record.
3. How Are Outgoing Calls Managed in KYLAS CRM?
For outgoing calls, the integration allows:
- Click-to-Call:
- Calls can be initiated directly from KYLAS CRM using the Click-to-Call feature, powered by MyOperator.
- Activity Logging:
- Each outgoing call is logged as an activity under the relevant lead or contact in KYLAS CRM. This includes details such as call duration and call status.
4. What Are Live Call Pop Notifications in KYLAS CRM?
When an incoming call is received:
- Live Notifications: A live pop-up notification appears inside KYLAS CRM, showing details about the caller (if the number is already stored in the CRM).
- Lead View/Creation: This allows the agent to view the existing lead or create a new lead with just one click.
5. How Does Data Synchronization Work Between KYLAS CRM and MyOperator?
The KYLAS CRM + MyOperator Integration ensures real-time data synchronization during calls:
Action | Result in KYLAS CRM |
Incoming Call | Lead created or updated |
Outgoing Call | Activity logged (with call details) |
Missed Call | Logged with status |
Call Recording | Synced and attached to the lead record |
6. Frequently Asked Questions (FAQs)
Q1. How do I know if the incoming call is associated with an existing lead?
- When a call is received, KYLAS CRM will check if the caller’s number matches any existing leads. If found, the lead profile is updated with the call history. If not, a new lead is created.
Q2. Can I initiate an outgoing call directly from KYLAS CRM?
- Yes, you can use the Click-to-Call feature in KYLAS CRM to initiate calls directly via MyOperator.
Q3. Are call recordings stored in KYLAS CRM?
- Yes, if call recording is enabled, the recording will be synced and attached to the relevant lead activity in KYLAS CRM.
📌 Keywords:
KYLAS CRM, MyOperator, Click-to-Call, incoming calls, outgoing calls, lead management, call logging, real-time data sync, CRM integration, activity tracking
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