Create integrations between Kylas CRM and DocsBot AI
Ask Question in Docsbot-ai when New Lead in Kylas CRM
Create Web Source in Docsbot-ai when New Lead in Kylas CRM
Ask Question in Docsbot-ai when Contact Updated in Kylas-crm
Create Web Source in Docsbot-ai when Contact Updated in Kylas-crm
Ask Question in Docsbot-ai when New Contact in Kylas-crm
Create Web Source in Docsbot-ai when New Contact in Kylas-crm
Ask Question in Docsbot-ai when Deal Updated in Kylas-crm
Create Web Source in Docsbot-ai when Deal Updated in Kylas-crm
Ask Question in Docsbot-ai when Lead Updated in Kylas-crm
Create Web Source in Docsbot-ai when Lead Updated in Kylas-crm
Actions and Triggers
When this happensTriggers
New Lead
Triggers when a new lead is created in Kylas CRM.
Contact Updated
Triggers when a contact's information is updated in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Deal Updated
Triggers when a new deal is generated in the system.
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
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.
Search Company
Searches a company by the id.
Create Deal
Creates a new deal
Ask Question
Ask a new question to your DocsBot and get an answer.
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Frequently Asked Questions
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 DocsBot AI
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn More
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