Connect greminders and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Reminder Sent
testdemo
get user
get calanders
get teams
routing forms
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.
Reminder Sent
Triggered when a reminder is successfully sent to a contact.
testdemo
get user
get calanders
get teams
routing forms
Do thisActions
Action is the task that follows automatically within your greminders integrations.
update user data
delete team user
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Creates a new deal
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Frequently Asked Questions
To start, connect both your greminders and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in greminders triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how greminders 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 greminders 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 greminders 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 greminders
GReminders is a powerful tool designed to streamline scheduling and appointment management. It integrates seamlessly with your calendar to send automated reminders to clients, reducing no-shows and improving overall efficiency. Ideal for businesses and professionals who rely on appointments, GReminders ensures that both you and your clients are always on the same page.
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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