Connect Kylas CRM and Streak
Integrate Kylas CRM with Streak to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Streak when New Lead Created in Kylas CRM
Get a pipeline in Streak when New Lead Created in Kylas CRM
Get my teams from Streak when New Lead Created in Kylas CRM
Get User from Streak when New Lead Created in Kylas CRM
List all Boxes in Pipeline in Streak when New Lead Created in Kylas CRM
Popular Kylas CRM + Streak flows
Start from a real workflow other teams are already running.
Choose a trigger
Kylas CRM
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an action
Streak
Automatically do this!
Create Contact
Get a pipeline
Get my teams
Get User
List all Boxes in Pipeline
Get Box
List all Stages in Pipeline
List all Fields in a Pipeline
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
Get all meetings in a box
Get threads in a box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
List All Contact Fields
Get Contacts In a Box
Create Contact in Streak when New Lead Created in Kylas CRM
Use this flowGet a pipeline in Streak when New Lead Created in Kylas CRM
Use this flowGet my teams from Streak when New Lead Created in Kylas CRM
Use this flowGet User from Streak when New Lead Created in Kylas CRM
Use this flowList all Boxes in Pipeline in Streak when New Lead Created in Kylas CRM
Use this flowGet Box from Streak when New Lead Created in Kylas CRM
Use this flowList all Stages in Pipeline from Streak when New Lead Created in Kylas CRM
Use this flowList all Fields in a Pipeline from Streak when New Lead Created in Kylas CRM
Use this flowList Field Values for a Box in Streak when New Lead Created in Kylas CRM
Use this flowGet Tasks In a Box from Streak when New Lead Created in Kylas CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Streak.
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 Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email 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 Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Streak accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Kylas CRM and Streak as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Streak. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Streak, and a separate workflow where Streak triggers actions in Kylas CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Kylas CRM and Streak. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Streak integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
