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Doubletick

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Kylas CRM

Integrations DoubletickKylas CRM

Create integrations between Doubletick and Kylas CRM

whenNew Lead
Send WhatsApp Message

Send WhatsApp Message in Doubletick when New Lead in Kylas CRM

whenNew Lead
Send WhatsApp Media Message

Send WhatsApp Media Message in Doubletick when New Lead in Kylas CRM

whenNew Lead
Send WhatsApp Template Message

Send WhatsApp Template Message in Doubletick when New Lead in Kylas CRM

whenNew Lead
Create a new group

Create a new group in Doubletick when New Lead in Kylas CRM

whenNew Lead
Add a member to a group

Add a member to a group in Doubletick when New Lead in Kylas CRM

whenNew Lead
Delete a group

Delete a group in Doubletick when New Lead in Kylas CRM

whenNew Lead
Get Customer Details

Get Customer Details in Doubletick when New Lead in Kylas CRM

whenNew Lead
Add Tag to a Customer

Add Tag to a Customer in Doubletick when New Lead in Kylas CRM

whenNew Lead
Delete a Template

Delete a Template in Doubletick when New Lead in Kylas CRM

whenNew Lead
Assign team member to chat

Assign team member to chat in Doubletick when New Lead in Kylas CRM

Actions and Triggers

When this happensTriggers

Doubletick

New Lead

Triggers when a new lead is created in Kylas CRM.

Doubletick

Contact Updated

Triggers when a contact's information is updated in Kylas CRM.

Doubletick

New Contact

Triggers when a new contact is added in Kylas CRM.

Doubletick

Deal Updated

Triggers when a new deal is generated in the system.

Doubletick

Lead Updated

Triggers when a lead is updated in Kylas CRM.

Doubletick

New Deal

Triggers when a new deal is generated in the system.

Do thisActions

Doubletick

Send WhatsApp Message

Send a WhatsApp Message to a Contact

Doubletick

Send WhatsApp Media Message

Send WhatsApp Media Message

Doubletick

Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

Doubletick

Create a new group

Create a new group by group name

Doubletick

Add a member to a group

Add a new member to a group

Doubletick

Delete a group

Delete an existing group by group ID

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Slack

About Doubletick

Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.

Email
Learn More
Slack

About 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.

CRMSales and CRM
Learn More
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