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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
Triggers when a lead is updated in Kylas CRM.
Triggers when a new deal is generated in the system.
Action is the task that follows automatically within your Kylas CRM integrations.
Creates a new lead in Kylas CRM.
Creates a Contact on Kylas CRM.
Creates a new company on Kylas CRM.
Creates a new deal
Get an existing contact by its ID
Triggers when new lead is created.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Kylas CRM and AI/ML API accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in AI/ML API (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in AI/ML API. This includes choosing which data fields go into which fields of AI/ML API, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and AI/ML API 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 Kylas CRM and AI/ML API. 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 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.
Learn MoreAI/ML API provides advanced artificial intelligence and machine learning capabilities to developers and businesses, enabling them to integrate intelligent features into their applications. With a wide range of AI models and tools, users can enhance their software with capabilities such as natural language processing, image recognition, predictive analytics, and more.
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