Connect KarmaCRM and exly to Build Intelligent Automations

Choose a Trigger

KarmaCRM

When this happens...

Choose an Action

exly

Automatically do this!

Enable Integrations or automations with these events of KarmaCRM and exly

Enable Integrations or automations with these events of KarmaCRM and exly

Triggers

Company Created

Company Created

Triggers when a new company is created.

New Contact Created

New Contact Created

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when a contact is updated.

New Deal Created

New Deal Created

Triggers when a new deal is created.

Request a new Trigger for KarmaCRM

Actions

List All Companies

List All Companies

Retrieve the list of all companies

List All Contacts

List All Contacts

Retrieve the list of all contacts

Create Company

Create Company

Creates new company.

Create Contact

Create Contact

Creates a new contact.

Create Deal

Create Deal

Creates new deal.

Find Company

Find Company

Finds an existing company.

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Frequently Asked Questions

How do I start an integration between KarmaCRM and exly?

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

Can we customize how data from KarmaCRM is recorded in exly?

Absolutely. You can customize how KarmaCRM data is recorded in exly. This includes choosing which data fields go into which fields of exly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between KarmaCRM and exly?

The data sync between KarmaCRM and exly 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 KarmaCRM to exly?

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 KarmaCRM and exly?

Yes, you can set conditional logic to control the flow of data between KarmaCRM and exly. 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.

KarmaCRM

About KarmaCRM

KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.

Learn More
exly

About exly

An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.

Learn More