Connect Kylas CRM and trak-qr-automation 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!
- Request a new Action for trak-qr-automation
Enable Integrations or automations with these events of Kylas CRM and trak-qr-automation
Enable Integrations or automations with these events of Kylas CRM and trak-qr-automation
Triggers
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.
Actions
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 trak-qr-automation accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in trak-qr-automation (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in trak-qr-automation. This includes choosing which data fields go into which fields of trak-qr-automation, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and trak-qr-automation 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 trak-qr-automation. 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 trak-qr-automation
Trak enables using smartphones and QR codes to track actions on physical artifacts like documents, envelopes, boxes, tools, buildings, etc.
Learn More
