Connect Kylas CRM and Copilot
Integrate Kylas CRM with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Kylas CRM + Copilot 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
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Message Channel in Copilot when New Contact in Kylas-crm
Use this flowCreate Link on Copilot when New Contact in Kylas-crm
Use this flowCreate Folder in Copilot when New Contact in Kylas-crm
Use this flowCreate File in Copilot when New Contact in Kylas-crm
Use this flowCreate Note in Copilot when New Contact in Kylas-crm
Use this flowUpdate a Note in Copilot when New Contact in Kylas-crm
Use this flowUpdate Client in Copilot when New Contact in Kylas-crm
Use this flowSend a Message in Copilot when New Contact in Kylas-crm
Use this flowRequest Form Responses in Copilot when New Contact in Kylas-crm
Use this flowCreate Client in Copilot when Lead Updated in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Copilot.
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.
New Client
Trigger whenever any new client is created.
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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Copilot 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 Copilot 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 Copilot. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Copilot, and a separate workflow where Copilot 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 Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
