1. Overview
The Ramatkal Kylas CRM integration provides a fast, flat-fee CRM sync tailored for Indian SMBs and high-growth sales teams.
- Auto-Creating Leads: Instantly detects and syncs new meeting participants as active leads in Kylas.
- Relation Notes: Automatically appends structured conversation summaries, audio debrief highlights, and action items directly to lead relation notes.
2. Setup & API Key
Retrieve your authentication key from Kylas:
- Log in to your Kylas CRM account.
- Navigate to Settings → Integrations → API Keys.
- Generate or copy your organization API Key.
- In Ramatkal Web, go to Integrations → Kylas CRM and paste your API Key.
3. Sync Workflow & Testing
- Auto-Push: Enable auto-sync to dispatch call briefs and task deadlines right after AI processing completes.
- ⚡ Test Connection: Click the test connection button to validate your API Key and verify instant connectivity with Kylas.