Connect ActiveTrail and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Updated
Contact Unsubscribed
Contact Removed From Group
Contact Added via Signup Form
Contact Added via Landing Page
Contact Added to Group
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Ready to use ActiveTrail and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Contact Added to Group
Triggers when a contact is added to a group (any group)
Do thisActions
Action is the task that follows automatically within your ActiveTrail integrations.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
Delete a Campaign
Delete a campaign by ID
Delete a contact
Delete a single contact by ID
Add Contact to Group
Add Contact to Group with the given external Id and external name
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Frequently Asked Questions
To start, connect both your ActiveTrail and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ActiveTrail triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how ActiveTrail 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 ActiveTrail 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 ActiveTrail 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 ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
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.
Learn More
