Connect Needle and Kylas CRM
Integrate Needle with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Collection in Needle when New Lead Created in Kylas CRM
List All Collections from Needle when New Lead Created in Kylas CRM
List Collection Files from Needle when New Lead Created in Kylas CRM
Add Files to Collection in Needle when New Lead Created in Kylas CRM
Search Collection Content in Needle when New Lead Created in Kylas CRM
Popular Needle + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Needle
When this happens...
- Request a new Trigger for Needle
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create New Collection in Needle when New Lead Created in Kylas CRM
Use this flowList All Collections from Needle when New Lead Created in Kylas CRM
Use this flowList Collection Files from Needle when New Lead Created in Kylas CRM
Use this flowAdd Files to Collection in Needle when New Lead Created in Kylas CRM
Use this flowSearch Collection Content in Needle when New Lead Created in Kylas CRM
Use this flowDelete Files From Collection in Needle when New Lead Created in Kylas CRM
Use this flowCreate New Collection in Needle when Lead Updated in Kylas-crm
Use this flowList All Collections from Needle when Lead Updated in Kylas-crm
Use this flowList Collection Files from Needle when Lead Updated in Kylas-crm
Use this flowAdd Files to Collection in Needle when Lead Updated in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Needle and Kylas CRM.
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 Needle integrations.
Create New Collection
Create a new collection
List All Collections
List all your collections
List Collection Files
List all files in a collection
Add Files to Collection
Add files to a collection
Search Collection Content
Find items by text & filters
Delete Files From Collection
Delete files from a collection
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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From idea to automation.
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 Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
Learn more
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Needle and Kylas CRM 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 Needle and Kylas CRM 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 Kylas CRM. No coding required.
Yes. You can set up a workflow where Needle triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Needle. 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 Needle and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Needle and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
