Connect Hive and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action
Updated Action
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 Action
Triggers when new action on hive.
Updated Action
Triggers when an existing action is updated on hive.
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 Hive integrations.
Create Action for Project
Creates a new action for Project.
Create Message
creates a new message in hive.
Copy Project
Copy a Project.
Update Action
Updates an action.
Create Action for WorkSpace
creates a new action for workspace.
Trigger Action Template
Triggers a Hive Action Template.
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Frequently Asked Questions
To start, connect both your Hive and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Hive 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 Hive 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 Hive 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 Hive
Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.
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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