Connect Kylas CRM and Contextual AI
Integrate Kylas CRM with Contextual AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Datastore in Contextual AI when New Lead Created in Kylas CRM
List Datastores in Contexualai when New Lead Created in Kylas CRM
Get Datastore Metadata in Contexualai when New Lead Created in Kylas CRM
Reset Datastore in Contexualai when New Lead Created in Kylas CRM
Delete Datastore in Contextual AI when New Lead Created in Kylas CRM
Popular Kylas CRM + Contextual AI flows
Start from a real workflow other teams are already running.
Choose a trigger
Kylas CRM
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an action
Contextual AI
Automatically do this!
Create Datastore
List Datastores
Get Datastore Metadata
Reset Datastore
Delete Datastore
List Documents
Get Document Metadata
Delete Document
List Agents
Create Agent
Delete Agent
Reset Agent
Get Agent Metadata
Create Datastore in Contextual AI when New Lead Created in Kylas CRM
Use this flowList Datastores in Contexualai when New Lead Created in Kylas CRM
Use this flowGet Datastore Metadata in Contexualai when New Lead Created in Kylas CRM
Use this flowReset Datastore in Contexualai when New Lead Created in Kylas CRM
Use this flowDelete Datastore in Contextual AI when New Lead Created in Kylas CRM
Use this flowList Documents in Contexualai when New Lead Created in Kylas CRM
Use this flowGet Document Metadata in Contexualai when New Lead Created in Kylas CRM
Use this flowDelete Document from Contextual AI when New Lead Created in Kylas CRM
Use this flowList Agents in Contexualai when New Lead Created in Kylas CRM
Use this flowCreate Agent in Contexualai when New Lead Created in Kylas CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Contextual AI.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
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.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Contextual AI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Kylas CRM and Contextual AI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Contextual AI. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Contextual AI, and a separate workflow where Contextual AI triggers actions in Kylas CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Kylas CRM and Contextual AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Contextual AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
