Connect Kylas CRM and Locate2u
Integrate Kylas CRM with Locate2u to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Stop in Locate2u when New Lead Created in Kylas CRM
Update Order on Locate2u when New Lead Created in Kylas CRM
Create Shipment in Locate2u when New Lead Created in Kylas CRM
Update Stop in Locate2u when New Lead Created in Kylas CRM
Get Team Member Details in Locate2u-stops-integration when New Lead Created in Kylas CRM
Popular Kylas CRM + Locate2u flows
Start from a real workflow other teams are already running.
Choose a trigger
Kylas CRM
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an action
Locate2u
Automatically do this!
Create Order
Get order details
Create Stop
Update Order
Create Shipment
Get Shipment Details
Update Stop
Get Team Member Details
Get Stop Details
Update shipment
Create Stop in Locate2u when New Lead Created in Kylas CRM
Use this flowUpdate Order on Locate2u when New Lead Created in Kylas CRM
Use this flowCreate Shipment in Locate2u when New Lead Created in Kylas CRM
Use this flowUpdate Stop in Locate2u when New Lead Created in Kylas CRM
Use this flowGet Team Member Details in Locate2u-stops-integration when New Lead Created in Kylas CRM
Use this flowGet Stop Details in Locate2u-stops-integration when New Lead Created in Kylas CRM
Use this flowGet Stop Details in Locate2u-stops-integration when New Contact in Kylas-crm
Use this flowUpdate shipment in Locate2u when New Contact in Kylas-crm
Use this flowCreate Order in Locate2u when Lead Updated in Kylas-crm
Use this flowGet order details in Locate2u-stops-integration when Lead Updated in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Locate2u .
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Stop Status Change
Triggers when the status of a stop in Locate2u is changed.
Shipment Status Change
Triggers when the status of a shipment in Locate2u is changed.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
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
Find deals by ID or keyword.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Locate2u
Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Locate2u 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.
Yes. viaSocket uses instant triggers where available, so data moves between Kylas CRM and Locate2u as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Locate2u . No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Locate2u , and a separate workflow where Locate2u triggers actions in Kylas CRM. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Kylas CRM and Locate2u . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Locate2u integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
