Connect Nomi AI and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Nomi Is Created
Choose an Action
Automatically do this!
Create 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
Ready to use Nomi AI and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Nomi Is Created
Runs when a new Nomi is created in Nomi AI.
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 Nomi AI integrations.
Send Message To Nomi
Send message to selected Nomi
Find Nomis
Finds Nomis that match your filters or a specific ID.
List Rooms
Retrieve all rooms in your account.
Create Lead
Create a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
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Frequently Asked Questions
To start, connect both your Nomi AI and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Nomi AI triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Nomi AI 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 Nomi AI 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 Nomi AI 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 Nomi AI
Nomi AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various business needs. It offers tools and services that enhance decision-making, automate processes, and improve overall efficiency through AI-driven insights and analytics.
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.
Learn More
