
When this happens...
Booking Created
Booking Rescheduled
Booking Cancelled

Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
Triggers when a new lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
Triggers when a lead is updated in Kylas CRM.
Action is the task that follows automatically within your Cal.com integrations.
List all attendees
List all booking references.
List all destination calendars
List all event types
List all memberships.
List all payments.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cal.com and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal.com triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Cal.com 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 Cal.com 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 Cal.com 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.
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
Learn MoreKylas 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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