Connect Kylas CRM and Slack 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!
Send Message
Send Interactive Messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send Message as Thread
Create Channel
Set Channel Topic
Message Private Channel
Create Private Channel
Get Thread Replies
Edit Channel Message
List all Private Channels
Find Public channel
Get Messages from Slack
Add Users to Channel
Send Direct Message
Get all Channel Members
Get User Information by Email
Get User Complete Profile Details by ID
Create Canvas
List all Public Channels
Send Message with Block kit
Update Canvas
Lookup Canvas Sections
Ready to use Kylas CRM and Slack automations
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.
New Message in Channels
Runs when a new message is received in a specific Slack channel. You can select which channel to monitor.
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
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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Step by step guides to integrate Kylas CRM and Slack
Frequently Asked Questions
To start, connect both your Kylas CRM and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Slack (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Slack 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 Slack. 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 Slack
Slack is an AI-powered work platform for team communication, collaboration, project coordination, and workflow automation. It helps organizations centralize conversations, share files, manage channels, and integrate tools to keep work moving in one place.
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