
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal

Automatically do this!
Get Call Records
Initiate Call
Create Contact List
Delete a contact list
Assign Contacts
Unassign Contacts
Retrieve Contact Lists
Retrieve a user
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Triggers when a new contact is added in Kylas CRM.
Triggers when a lead is updated in Kylas CRM.
Triggers when a new deal is generated in the system.
Triggers whenever a call's status changes throughout it's lifecycle.
Triggers when the call recording is ready to be fetched/played.
Action is the task that follows automatically within your Kylas CRM integrations.
Create a new lead in Kylas CRM.
Creates a Contact on Kylas CRM.
Creates a new company on Kylas CRM.
Create a new sales deal
Find contact by ID or keyword
Find deals by ID or keyword.

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To start, connect both your Kylas CRM and FreJun accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in FreJun (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in FreJun. This includes choosing which data fields go into which fields of FreJun, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and FreJun 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 FreJun. 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.
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 MoreFreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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