Connect Kylas CRM and EmailOctopus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Lead Updated
New Deal
Choose an Action
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Create Contact
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Get List Tags
Get All Contacts of List
Ready to use Kylas CRM and EmailOctopus automations
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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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.
Contact Unsubscribes
Triggers when a contact unsubscribes
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create Lead
Create a new lead.
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
Search Company
Get an existing company details by its ID
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Frequently Asked Questions
To start, connect both your Kylas CRM and EmailOctopus accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in EmailOctopus (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in EmailOctopus. This includes choosing which data fields go into which fields of EmailOctopus, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and EmailOctopus 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 EmailOctopus. 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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
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