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Kylas CRM

Kylas CRM

Create integrations between Kylas CRM and your favorite App

Create effective Kylas CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Kylas CRM

Kylas CRM

Kylas CRM

omnifocus

omnifocus

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.

OMG Sales Assessments

OMG Sales Assessments

Objective Management Group's (OMG) Sales Candidate Assessment is a sales-specific screening tool that provides an analysis of a candidate's skills, strengths and capabilities, and recommends whether to move forward with an interview.

olark

olark

Olark makes it easy to add live chat to your website and provide instantaneous support to your users and get valuable feedback from them about your site.

okaysend

okaysend

OkaySend simplifies the process of collecting documents and files from clients.

officemaps

officemaps

OfficeMaps giving employees better flexibility and control over their working environments with desk, room, and asset booking management.

officely

officely

Officely allows for a business virtual assistants to run the business easily directly from WhatsApp through a chatbot.

odeum

odeum

Odeum is a complete solution for launching a branded subscription video service with apps on every major platform.

Octoparse

Octoparse

Octoparse is a web-scraping tool to extract unstructured data from websites and organize in structured formats.

octai

octai

Octai: Effortless AI with No-Code ML. Quickly build accurate models and apply AI insights to enhance your business operations.

obvio

obvio

OBVIO is a virtual event platform, allowing our users to host virtual events for hundreds of attendees, all the way up to hundreds of thousands.

documents

documents

The otris solution platform (Documents) is an ECM platform for managing documents and business processes.

NCScale

NCScale

ncScale monitors your no-code stack, simplifies troubleshooting, improves security and helps you consolidate documentation and best practices.

Actions and Triggers

When this happensTriggers

Kylas CRM

New Lead

Triggers when a new lead is created in Kylas CRM.

Kylas CRM

New Contact

Triggers when a new contact is added in Kylas CRM.

Kylas CRM

New Deal

Triggers when a new deal is generated in the system.

Do thisActions

Kylas CRM

Create Lead

Creates a new lead in Kylas CRM.

Kylas CRM

Create Contact

Creates a Contact on Kylas CRM.

Kylas CRM

Create Company

Creates a new company on Kylas CRM.

Kylas CRM

Create Deal

Creates a new deal

Kylas CRM

Search Contact

Get an existing contact by its ID

Kylas CRM

Create New Lead

Triggers when new lead is created.

Real-World Use Cases of Kylas CRM Integrations

See how Kylas CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate kylas-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and kylas-crm databases.
  • Integrate kylas-crm with MySQL to automatically sync records, facilitating seamless data exchange between kylas-crm and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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