Connect Discord and Kylas CRM to Build Intelligent Automations
Ready to use Discord and Kylas CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Discord integrations.
Send Message on Channel
Sends a new message to a specified channel.
Rename Channel
Rename a channel to a specific name.
Find Channel
Find a channel by name in a server
Find User
Find a user by name
Get Guild Templates
Get a list of guild templates.
Get All Channels
Get every channel in a server
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Frequently Asked Questions
To start, connect both your Discord and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Discord triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Discord 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 Discord 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 Discord 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 Discord
Discord is a popular communication platform designed for creating communities. It offers voice, video, and text chat options, making it ideal for gamers, educators, and various online communities to connect and collaborate.
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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