Connect Connecteam and Kylas CRM
Integrate Connecteam with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Connecteam + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Connecteam
When this happens...
New User
User Updated
User Archived
User Restored Archived
User Deleted
User Promoted
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
Search Deal in Kylas CRM when New User in Connecteam
Use this flowUpdate Company in Kylas CRM when New User in Connecteam
Use this flowUpdate Contact in Kylas CRM when New User in Connecteam
Use this flowCreate Call Log for Deal in Kylas CRM when New User in Connecteam
Use this flowSearch Deal in Kylas CRM when User Updated in Connecteam
Use this flowUpdate Company in Kylas CRM when User Updated in Connecteam
Use this flowUpdate Contact in Kylas CRM when User Updated in Connecteam
Use this flowCreate Call Log for Deal in Kylas CRM when User Updated in Connecteam
Use this flowSearch Deal in Kylas CRM when User Archived in Connecteam
Use this flowUpdate Company in Kylas CRM when User Archived in Connecteam
Use this flowSupported Triggers & Actions
Everything you can automate between Connecteam and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
User Archived
Triggers when user was archived in the system.
User Restored Archived
Triggers when user was restored from archived .
User Deleted
Triggers when an existing user deleted.
User Promoted
Triggers when an existing user was promoted from 'user' to 'admin'.
Do thisActions
Action is the task that follows automatically within your Connecteam integrations.
Create User
Create a new user
Create user note
Create new note on the profile of the specified user.
Archive users
Archive individual or multiple users associated with the account by their unique userID.
Create jobs
Create a new job in a app.
Clock IN
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Clock Out
Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
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 Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
Learn moreAbout 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 Connecteam 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 Connecteam 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 Connecteam triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Connecteam. 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 Connecteam and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Connecteam 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.
