Connect Kylas CRM and ClosedLoop AI to Build Intelligent Automations
Ready to use Kylas CRM and ClosedLoop AI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
New Product Insight Generated
Runs when new product insight is generated
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create Lead
Create a new lead.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Creates a new deal
Search Contact
Get an existing contact by its ID
Search Company
Get an existing company details by its ID
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Frequently Asked Questions
To start, connect both your Kylas CRM and ClosedLoop AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in ClosedLoop AI (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in ClosedLoop AI. This includes choosing which data fields go into which fields of ClosedLoop AI, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and ClosedLoop AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Kylas CRM and ClosedLoop AI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
Learn MoreAbout ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
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