Connect Neon and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Branch
New Role
Update Role
Update Branch
Update Project
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Ready to use Neon and Kylas CRM automations
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when new project is created.
New Branch
Triggers when new branch is created in an existing project.
New Role
Triggers when new role is created.
Update Role
Triggers when an existing role is updated.
Update Branch
Triggers when an existing branch is updated in an existing project.
Update Project
Triggers when an existing project is updated.
Do thisActions
Action is the task that follows automatically within your Neon integrations.
Retrieve Current User Details
Retrieve a currnet user details.
Create Project
Creates a Project.
Create Branch
Creates a Branch.
Create Role
Creates a Role.
Update Project
Update an existing project.
Update Branch
Update an existing Branch.
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Frequently Asked Questions
To start, connect both your Neon and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Neon triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Neon 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 Neon 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 Neon 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 Neon
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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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