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

Automatically do this!
Update Spreadsheet Row
List Sheet Rows
Delete Row
Add Row To Sheet
Lookup Spreadsheet Rows
Copy Subsheet
Add Multiple Rows
Create a SubSheet
Create Sheet Column
Get Sheet Rows
Create a Spreadsheet
Find Subsheet
Get Row Details
Create Spreadsheet From Template
List Spreadsheet Tabs
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.
Runs when spreadsheet row is added or updated
Runs when a new spreadsheet is created.
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 Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Google Sheets 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 Google Sheets. 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 MoreGoogle Sheets is a cloud-based spreadsheet tool that lets users create, edit, and organize data online. It supports real-time collaboration, allowing multiple users to work on the same file simultaneously. It also includes tools for data analysis, charts, and easy sharing.
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