Connect Floworg AI and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Floworg AI
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
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 Floworg AI integrations.
Add Tag By Name To User
Add tag by name to specific user
Add Tag To User
Add a tag to a specific user
Broadcast Sub flow To User
Broadcast sub flow by user ns list
Clear User Field
Clears the user variable field value
Clear User Field by Name
Clears the user variable field value by name
Create Custom Field
Create a bot field or user field
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Frequently Asked Questions
To start, connect both your Floworg AI and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Floworg AI triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Floworg AI 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 Floworg AI 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 Floworg AI 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 Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
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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