Connect Eledo and Kylas CRM to Build Intelligent Automations

Choose a Trigger

Eledo

When this happens...

Choose an Action

Kylas CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

New Deal

Triggers when a new deal is generated in the system.

Request a new Trigger for Eledo

Do thisActions

Action is the task that follows automatically within your Eledo integrations.

Generate PDF Document

Generate PDF Document

Create a PDF from an Eledo template and return a download link. Optionally make the file temporary for one-time download.

Create Lead

Create Lead

Create a new lead.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Create Company

Creates a new company on Kylas CRM.

Create Deal

Create Deal

Creates a new deal

Search Contact

Search Contact

Get an existing contact by its ID

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Frequently Asked Questions

How do I start an integration between Eledo and Kylas CRM?

To start, connect both your Eledo and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Eledo triggers actions in Kylas CRM (or vice versa).

Can we customize how data from Eledo is recorded in Kylas CRM?

Absolutely. You can customize how Eledo 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.

How often does the data sync between Eledo and Kylas CRM?

The data sync between Eledo and Kylas CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Eledo to Kylas CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Eledo and Kylas CRM?

Yes, you can set conditional logic to control the flow of data between Eledo 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.

Eledo

About Eledo

Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.

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Kylas CRM

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.

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