Connect Kylas CRM and Whatchimp 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 WhatsApp Template
Assign Chat To Team Member
Create Subscriber
Create Label
Update Subscriber
Find Subscriber
List Labels
Get Subscribers List
Get Conversation
Delete Subscriber
Assign Custom Fields
Assign Labels To Subscriber
Get Whatsapp Bot templates
Ready to use Kylas CRM and Whatchimp 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.
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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Frequently Asked Questions
To start, connect both your Kylas CRM and Whatchimp accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Whatchimp (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Whatchimp. This includes choosing which data fields go into which fields of Whatchimp, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Whatchimp 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 Whatchimp. 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 Whatchimp
Whatchimp is a platform designed to enhance your video and audio experiences. It offers tools and features that allow users to manage, edit, and optimize their multimedia content efficiently. Whether you're a content creator, marketer, or just someone who loves working with videos and audio, Whatchimp provides the necessary resources to elevate your projects.
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