
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Automatically do this!
Create Person
Search Person
Delete Person
Create Compensation
Create Compensation Types
Search Legal Entities
Create Absence Period
Create Attendance Period
Search Document metadata
Update person
Search Job Categories
Search Candidates
List Employee Absences Balances
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
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.
Triggers when Person created
Triggers when Person updated.
Action is the task that follows automatically within your Kylas CRM integrations.
Create a new lead in Kylas CRM.
Creates a Contact on Kylas CRM.
Creates a new company on Kylas CRM.
Create a new sales deal
Find contact by ID or keyword
Find deals by ID or keyword.

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To start, connect both your Kylas CRM and Personio accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Personio (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Personio. This includes choosing which data fields go into which fields of Personio, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Personio 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 Personio. 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 MorePersonio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
Learn More