Connect SMS Everyone and Kylas CRM to Build Intelligent Automations
Ready to use SMS Everyone and Kylas CRM 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.
Do thisActions
Action is the task that follows automatically within your SMS Everyone integrations.
Send a Text Message
Send a text message to one or more phone numbers.
Get campaign status
Check the current status of a campaign.
Cancel an SMS
Cancel a scheduled SMS message.
Get delivery status
Check the delivery status of a campaign or message (Delivery receipts)
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
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Frequently Asked Questions
To start, connect both your SMS Everyone and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Everyone triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how SMS Everyone data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SMS Everyone and Kylas CRM 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 SMS Everyone and Kylas CRM. 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 SMS Everyone
SMS Everyone is a versatile platform designed to streamline communication through SMS. It offers robust features for sending and managing text messages, making it ideal for businesses and individuals looking to enhance their communication strategies.
Learn MoreAbout 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.
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