Connect Agora and Kylas CRM to Build Intelligent Automations

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Agora

When this happens...

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Kylas CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

New Deal

Triggers when a new deal is generated in the system.

Request a new Trigger for Agora

Do thisActions

Action is the task that follows automatically within your Agora integrations.

Get project usage

Get project usage

Gets the usage data of a specified project.

Enable or Disable Primary app

Enable or Disable Primary app

Enables or disables the primary app certificate for a project by ID.

Set IP Address

Set IP Address

Sets the IP of the recording server for a project by ID.

Enable or Disable a Project

Enable or Disable a Project

Enables or Disables a project by ID.

Get a Project by ID

Get a Project by ID

Gets the info on a project by ID.

Create a project

Create a project

Creates a new project.

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Frequently Asked Questions

How do I start an integration between Agora and Kylas CRM?

To start, connect both your Agora and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Agora triggers actions in Kylas CRM (or vice versa).

Can we customize how data from Agora is recorded in Kylas CRM?

Absolutely. You can customize how Agora 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.

How often does the data sync between Agora and Kylas CRM?

The data sync between Agora and Kylas CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agora to Kylas CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agora and Kylas CRM?

Yes, you can set conditional logic to control the flow of data between Agora 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.

Agora

About Agora

Agora offers real-time voice, video, and live interactive streaming platforms, enabling developers to embed real-time video and voice functionalities into their applications.

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Kylas CRM

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.

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