Connect Kylas CRM and SafetyCulture to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Lead Updated
New Deal
Choose an Action
Automatically do this!
Find Users by Email
Create Inspection Edit Link
Create Public Inspection Report Link
Start Inspection
Start Inspection Report Export
Share Inspection
List Credential Settings
List Actions
List Feed For Groups
List Inspection Items
List Inspections
List Issue Assignees
List Issues
List Schedule Assignees
List Schedule Occurrences
List Schedules
List Site Members
List Sites
List Templates
List Feed For Users
List Course Progress
List Schedule Items
Ready to use Kylas CRM and SafetyCulture automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created in Kylas CRM.
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.
Inspection Completed
Triggers when an inspection from a selected template is completed.
Any Inspection Completed
Triggers when any inspection is completed.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create Lead
Create a new lead.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Creates a new deal
Search Contact
Get an existing contact by its ID
Search Company
Get an existing company details by its ID
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Frequently Asked Questions
To start, connect both your Kylas CRM and SafetyCulture accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in SafetyCulture (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in SafetyCulture. This includes choosing which data fields go into which fields of SafetyCulture, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and SafetyCulture 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 SafetyCulture. 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 SafetyCulture
SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
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