Connect Kylas CRM and Grist to Build Intelligent Automations

Choose a Trigger

Kylas CRM

When this happens...

Choose an Action

Grist

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

New Deal

Triggers when a new deal is generated in the system.

New Record

New Record

Triggers when a new Record is created.

Updated Record

Updated Record

Triggers when a Record is updated.

Do thisActions

Action is the task that follows automatically within your Kylas CRM integrations.

Create Lead

Create Lead

Creates a new lead in Kylas CRM.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Create Company

Creates a new company on Kylas CRM.

Create Deal

Create Deal

Creates a new deal

Search Contact

Search Contact

Get an existing contact by its ID

Create New Lead

Create New Lead

Triggers when new lead is created.

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Frequently Asked Questions

How do I start an integration between Kylas CRM and Grist?

To start, connect both your Kylas CRM and Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Grist (or vice versa).

Can we customize how data from Kylas CRM is recorded in Grist?

Absolutely. You can customize how Kylas CRM data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Kylas CRM and Grist?

The data sync between Kylas CRM and Grist typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Kylas CRM to Grist?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Kylas CRM and Grist?

Yes, you can set conditional logic to control the flow of data between Kylas CRM and Grist. 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

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.

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Grist

About Grist

Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.

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