Connect ClearCRM and Kylas CRM
Integrate ClearCRM with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Lead in Kylas CRM when Get recent contracts from ClearCRM
Create Contact in Kylas CRM when Get recent contracts from ClearCRM
Create Company in Kylas-crm when Get recent contracts from ClearCRM
Create Deal in Kylas CRM when Get recent contracts from ClearCRM
Find Contacts in Kylas CRM when Get recent contracts from ClearCRM
Popular ClearCRM + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create or Update Lead in Kylas CRM when Get recent contracts from ClearCRM
Use this flowCreate Contact in Kylas CRM when Get recent contracts from ClearCRM
Use this flowCreate Company in Kylas-crm when Get recent contracts from ClearCRM
Use this flowCreate Deal in Kylas CRM when Get recent contracts from ClearCRM
Use this flowFind Contacts in Kylas CRM when Get recent contracts from ClearCRM
Use this flowSearch Deal in Kylas CRM when Get recent contracts from ClearCRM
Use this flowFind Company in Kylas CRM when Get recent contracts from ClearCRM
Use this flowSearch Lead in Kylas-crm when Get recent contracts from ClearCRM
Use this flowDelete Lead in Kylas CRM when Get recent contracts from ClearCRM
Use this flowUpdate Company in Kylas CRM when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
