Connect Amazing Marvin and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Amazing Marvin
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Ready to use Amazing Marvin and Kylas CRM automations
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 Amazing Marvin integrations.
Create Task
Creates a new task.
Delete one or more reminders hold
Deletes the chosen reminders .
Create Project
Creates a new project.
Set reminder
Set a reminder
Start/Stop time tracking
Start or Stop time tracking of a task by ID.
Create Lead
Creates a new lead in Kylas CRM.
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Frequently Asked Questions
To start, connect both your Amazing Marvin and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Amazing Marvin triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Amazing Marvin 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 Amazing Marvin 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 Amazing Marvin 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 Amazing Marvin
Amazing Marvin is a customizable task manager and daily planner app designed to help users beat procrastination, feel more in control and finish their to-do list. It combines principles from behavioral psychology with a playful design to make your work more productive and fun.
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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