Connect Kylas CRM and Robocorp 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!
Create Assets
Create Assistant
Create Asset Upload
Search Assistants
Search Processes
Search Assets
Delete Asset
Create New Task Package
Create work item
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create Lead
Create a new lead in Kylas CRM.
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 keyword
Search Deal
Find deals by ID or keyword.
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Frequently Asked Questions
To start, connect both your Kylas CRM and Robocorp accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Robocorp (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Robocorp. This includes choosing which data fields go into which fields of Robocorp, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Robocorp 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 Robocorp. 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 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 MoreAbout Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
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