Connect BugHerd and Kylas CRM to Build Intelligent Automations

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BugHerd

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.

Comment Created

Comment Created

Trigger when a comment is created.

Task Created

Task Created

Trigger when task is created.

Task Updated

Task Updated

Trigger when task is created or updated.

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.

Do thisActions

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

Create Project

Create Project

Create a project in BugHerd.

Add Member

Add Member

Add a member to a project.

Add Guest

Add Guest

Add an existing guest to a project, or invite someone by email address.

Update Project

Update Project

Update settings for an existing project under your control

Delete Project

Delete Project

Delete a project and all associated data.

Add Task to a Project

Add Task to a Project

Add a new task in a project.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how BugHerd 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 BugHerd and Kylas CRM?

The data sync between BugHerd 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 BugHerd 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 BugHerd and Kylas CRM?

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

BugHerd

About BugHerd

BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.

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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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