Connect Kylas CRM and snapADDY to Build Intelligent Automations

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Kylas CRM

When this happens...

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snapADDY

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Runs when new lead is created

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

New Deal

Triggers when a new deal is generated in the system.

Get new contacts

Get new contacts

Retrieve contacts added to a specified contact list since the last run, returning the newest first.

Request a new Trigger for Kylas CRM

Do thisActions

Action is the task that follows automatically within your Kylas CRM integrations.

Create or Update Lead

Create or Update Lead

Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Create Company

Creates a new company on Kylas CRM.

Create Deal

Create Deal

Create a new sales deal

Find Contact

Find Contact

Find contact by ID or fields

Search Deal

Search Deal

Find deals by ID or keyword.

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Frequently Asked Questions

How do I start an integration between Kylas CRM and snapADDY?

To start, connect both your Kylas CRM and snapADDY accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in snapADDY (or vice versa).

Can we customize how data from Kylas CRM is recorded in snapADDY?

Absolutely. You can customize how Kylas CRM data is recorded in snapADDY. This includes choosing which data fields go into which fields of snapADDY, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Kylas CRM and snapADDY?

The data sync between Kylas CRM and snapADDY typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Kylas CRM to snapADDY?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Kylas CRM and snapADDY?

Yes, you can set conditional logic to control the flow of data between Kylas CRM and snapADDY. 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

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.

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snapADDY

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

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