Connect Coupontools and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Coupon Claim
New Coupon Validation
New Directory Registration
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Search Company
Search Lead
Ready to use Coupontools and Kylas CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Coupon Claim
Triggers when a coupon has a new claim
New Coupon Validation
Triggers when a coupon has a new validation
New Directory Registration
Triggers when a new user appears in a directory
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Coupontools integrations.
Send Coupon by Email
Send a coupon by email
Create Subaccount
Creates a new subaccount
Create Directory User
Creates a new user for a directory
Create a Single Use Session for a coupon
Create a single-use URL for a coupon.
Change Status Directory User
(un)block user to (dis)allow Access to directory
Send Coupon by SMS
Sends a coupon via sms
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Frequently Asked Questions
To start, connect both your Coupontools and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Coupontools triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Coupontools 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 Coupontools 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 Coupontools 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.
About Coupontools
Coupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.
Learn MoreAbout 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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