Connect Kylas CRM and Pantry to Build Intelligent Automations

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Kylas CRM

When this happens...

Choose an Action

Pantry

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

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 Lead

Create Lead

Creates a new lead in Kylas CRM.

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

Creates a new deal

Search Contact

Search Contact

Get an existing contact by its ID

Create New Lead

Create New Lead

Triggers when new lead is created.

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Frequently Asked Questions

How do I start an integration between Kylas CRM and Pantry?

To start, connect both your Kylas CRM and Pantry accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Pantry (or vice versa).

Can we customize how data from Kylas CRM is recorded in Pantry?

Absolutely. You can customize how Kylas CRM data is recorded in Pantry. This includes choosing which data fields go into which fields of Pantry, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Kylas CRM and Pantry?

The data sync between Kylas CRM and Pantry typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Kylas CRM to Pantry?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Kylas CRM and Pantry?

Yes, you can set conditional logic to control the flow of data between Kylas CRM and Pantry. 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

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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Pantry

About Pantry

Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.

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