Integrate Kylas CRM and Kelloo with viaSocket

Kylas CRM already connects with hundreds of apps. Kelloo's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between Kylas CRM and Kelloo.

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Runs when new lead is created

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.

Request a new Trigger for Kylas CRM

Do thisActions

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

Create or Update Lead

Create or Update Lead

Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.

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

Create a new sales deal

Find Contacts

Find Contacts

Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.

Search Deal

Search Deal

Find deals by ID or keyword.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Kylas CRM
Kylas CRM + Kelloo
Kylas CRM logo

About Kylas CRM

Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.

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Integrations Kelloo
Kelloo + Kylas CRM
Kelloo logo

About Kelloo

Kelloo is a comprehensive resource management and project portfolio management tool designed to help organizations optimize their project planning, resource allocation, and team collaboration. With features like real-time reporting, capacity planning, and scenario modeling, Kelloo enables businesses to streamline their workflows and improve project outcomes.

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Frequently Asked Questions

How do I connect Kylas CRM and Kelloo?

Sign up for a free viaSocket account, then authorize both your Kylas CRM and Kelloo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Kylas CRM and Kelloo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Kylas CRM to Kelloo?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kelloo. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Kylas CRM triggers actions in Kelloo, and a separate workflow where Kelloo triggers actions in Kylas CRM. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Kylas CRM and Kelloo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Kylas CRM and Kelloo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.