Connect Maestra and Kylas CRM to Build Intelligent Automations

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Maestra

When this happens...

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Kylas CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

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.

Request a new Trigger for Maestra

Do thisActions

Action is the task that follows automatically within your Maestra integrations.

Create Channel

Create Channel

Create a new channel within a workspace

Upload File

Upload File

Initiates a new file upload to Maestra.

List Files

List Files

Grabs the file list with key id and basic information.

Create Lead

Create Lead

Creates a new lead in Kylas CRM.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Create Company

Creates a new company on Kylas CRM.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Maestra and Kylas CRM 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 Maestra to Kylas CRM?

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 Maestra and Kylas CRM?

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

Maestra

About Maestra

Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.

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Kylas CRM

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.

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