Connect culverdocs and Kylas CRM to Build Intelligent Automations
Enable Integrations or automations with these events of culverdocs and Kylas CRM
Enable Integrations or automations with these events of culverdocs and Kylas CRM
Triggers
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.
New Deal
Triggers when a new deal is generated in the system.
Actions
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Creates a new deal
Search Contact
Get an existing contact by its ID
Create New Lead
Triggers when new lead is created.
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Frequently Asked Questions
To start, connect both your culverdocs and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in culverdocs triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how culverdocs 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 culverdocs 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 culverdocs 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 culverdocs
Culverdocs is a fully configurable, no-code platform that allows you to convert your existing paper-based documents into digital forms to transform how you collect, process and manage business data.
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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