IntegrationsKylas CRMAcuity Scheduling
Kylas CRM + Acuity Scheduling

Connect Kylas CRM and Acuity Scheduling to Build Intelligent Automations

Choose a Trigger

Kylas CRM

When this happens...

Choose an Action

Acuity Scheduling

Automatically do this!

Ready to use Kylas CRM and Acuity Scheduling automations

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.

New Appointment

New Appointment

Triggers when a new appointment is scheduled

Appointment Rescheduled

Appointment Rescheduled

Triggers when an existing appointment is rescheduled

Do thisActions

Action is the task that follows automatically within your Kylas CRM integrations.

Create Lead

Create Lead

Creates a new lead in Kylas CRM.

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

Create New Lead

Create New Lead

Triggers when new lead is created.

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Frequently Asked Questions

How do I start an integration between Kylas CRM and Acuity Scheduling?

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

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

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

How often does the data sync between Kylas CRM and Acuity Scheduling?

The data sync between Kylas CRM and Acuity Scheduling 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 Kylas CRM to Acuity Scheduling?

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 Kylas CRM and Acuity Scheduling?

Yes, you can set conditional logic to control the flow of data between Kylas CRM and Acuity Scheduling. 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.

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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Acuity Scheduling

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

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