Full list

Supported Triggers & Actions

Everything you can automate between Pitchit and Kylas CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new pitch is created

When a new pitch is created

Runs the workflow automatically when a new pitch is created in Pitchit.

When a meeting is booked

When a meeting is booked

Runs the workflow automatically whenever a meeting is booked in the account.

When a lead's priority changes

When a lead's priority changes

Runs the workflow automatically whenever any lead's priority is changed.

When a lead's insights are updated

When a lead's insights are updated

Runs the workflow automatically whenever any lead's insights are updated in the account.

New Lead Created

New Lead Created

Runs when new lead is created

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Do thisActions

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

Add Lead to Pitchit

Add Lead to Pitchit

Adds a new lead to Pitchit and assigns them to the selected campaign.

Create or Update Lead

Create or Update Lead

Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Create Company

Creates a new company on Kylas CRM.

Create Deal

Create Deal

Create a new sales deal

Find Contacts

Find Contacts

Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Pitchit
Pitchit + Kylas CRM
Pitchit logo

About Pitchit

Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.

Learn more
Integrations Kylas CRM
Kylas CRM + Pitchit
Kylas CRM logo

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.

Learn more

Frequently Asked Questions

How do I connect Pitchit and Kylas CRM?

Sign up for a free viaSocket account, then authorize both your Pitchit 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Pitchit and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Pitchit to Kylas CRM?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Pitchit triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Pitchit. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Pitchit and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Pitchit 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.