Connect Memory and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Memory
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created in Kylas CRM.
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 Memory integrations.
Add new record
Store new data seamlessly within your workflow using the Create action. Whether you're saving configurations, flags, or other crucial information, this action securely adds data to your MongoDB-based storage, ready for use in your automation flow.
Find record
Effortlessly access stored data with the Read action. Retrieve any saved information at any point in your flow to support decision-making and trigger subsequent actions based on the retrieved data.
Update a record
Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.
Update record using filter
Refine and update multiple records at once with the Update by Filter action. Use filters to target specific criteria, making bulk updates to all matching entries within your storage, enhancing efficiency and control in your workflow.
Delete record by Id
Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.
Create or update record
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Frequently Asked Questions
To start, connect both your Memory and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Memory triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Memory 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.
The data sync between Memory and Kylas CRM 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 Memory 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.
About Memory
A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.
Learn MoreAbout 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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