Connect Ecologi and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Ecologi
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Search Company
Search Lead
Ready to use Ecologi 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 Ecologi integrations.
Get all Trees
Get total no of trees user has funded
Get CO2 avoided
Get total number of tonnes of emissions user has avoided
Get all Impact
Get total no of trees funded and total tonnes of CO2 avoided
Purchase Trees
Purchase some trees
Purchase Carbon avoidance
Purchase 1 or more kilogram of carbon avoidance credits per request
Create Lead
Create a new lead.
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Frequently Asked Questions
To start, connect both your Ecologi and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ecologi triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Ecologi 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 Ecologi 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 Ecologi 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 Ecologi
Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.
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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