Connect Callyzer and Kylas CRM to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger's when new event occurs.

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.

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Do thisActions

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

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

Create Lead

Create Lead

Creates a new lead in Kylas CRM.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

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Frequently Asked Questions

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

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

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

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

The data sync between Callyzer 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 Callyzer 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 Callyzer and Kylas CRM?

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

Callyzer

About Callyzer

Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.

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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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