Connect Kylas CRM and Airtable to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Lead Updated
New Deal
Choose an Action
Automatically do this!
List All records
Delete Record
Update Record
List a record by Record ID
Find or Create Record
Create Record
List Bases
List Tables
Create Base
Ready to use Kylas CRM and Airtable automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Creates a new deal
Search Contact
Get an existing contact by its ID
Create New Lead
Triggers when new lead is created.
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Step by step guides to integrate Kylas CRM and Airtable
Frequently Asked Questions
To start, connect both your Kylas CRM and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Airtable (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Airtable 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 Airtable. 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 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.
Learn MoreAbout Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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