Create integrations between Kylas CRM and Heartbeat
Add user to group in Heartbeat when New Lead in Kylas CRM
Create a Group in Heartbeat when New Lead in Kylas CRM
Remove User from Group in Heartbeat when New Lead in Kylas CRM
Find User in Heartbeat when New Lead in Kylas CRM
Create a Channel in Heartbeat when New Lead in Kylas CRM
Create a Thread in Heartbeat when New Lead in Kylas CRM
Create a Comment in Heartbeat when New Lead in Kylas CRM
Create a Event in Heartbeat when New Lead in Kylas CRM
Deactivate User in Heartbeat when New Lead in Kylas CRM
Invite Users to Heartbeat when New Lead 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
Add user to group
Add members to a group.
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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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn More
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