Integrations Kylas CRM Acuity 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!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Runs when new lead is created

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 or Update Lead

Create or Update Lead

Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.

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

Create a new sales deal

Find Contact

Find Contact

Find contact by ID or fields

Search Deal

Search Deal

Find deals by ID or keyword.

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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 an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.

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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.

Learn More