Connect Kylas CRM and Planly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an Action
Automatically do this!
- Request a new Action for Planly
Enable Integrations or automations with these events of Kylas CRM and Planly
Enable Integrations or automations with these events of Kylas CRM and Planly
Triggers
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.
Actions
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead 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 Contact
Find contact by ID or fields
Search Deal
Find deals by ID or keyword.
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Frequently Asked Questions
To start, connect both your Kylas CRM and Planly accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Planly (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Planly. This includes choosing which data fields go into which fields of Planly, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Planly 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 Planly. 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.
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 MoreAbout Planly
Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.
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