IntegrationsChatleaseKylas CRM
Chatlease + Kylas CRM

Connect Chatlease and Kylas CRM to Build Intelligent Automations

Choose a Trigger

Chatlease

When this happens...

Choose an Action

Kylas CRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New AI Agent Crawled URLs

New AI Agent Crawled URLs

Triggered when a new AI agent crawled URLs is added.

New Conversations of AI Agent

New Conversations of AI Agent

Triggered when a new conversations of AI agent is created.

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 Chatlease

Do thisActions

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

Message Chatbot

Message Chatbot

Message your Chatbot and Get a Response

Create User

Create User

Create a new user.

Add URLs

Add URLs

Add URLs to AI Agent.

Add AI Agent Q/A

Add AI Agent Q/A

Add Question/Answer to AI agent.

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 Chatlease and Kylas CRM?

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

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

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

The data sync between Chatlease 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 Chatlease 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 Chatlease and Kylas CRM?

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

Chatlease

About Chatlease

Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.

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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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