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

Automatically do this!
Send SMS
Check Transaction Status
Check Credit Balance
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created in Kylas CRM.
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.
Action is the task that follows automatically within your Kylas CRM integrations.
Create a new lead.
Creates a Contact on Kylas CRM.
Creates a new company on Kylas CRM.
Creates a new deal
Get an existing contact by its ID
Get an existing company details by its ID

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Kylas CRM and OneWaySMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in OneWaySMS (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in OneWaySMS. This includes choosing which data fields go into which fields of OneWaySMS, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and OneWaySMS 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 OneWaySMS. 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 MoreOneWaySMS is a leading SMS gateway service provider, offering reliable and efficient messaging solutions for businesses to enhance communication and engagement with their audience.
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