Connect Rev AI and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Topic Extraction
New Submit Sentiment Analysis
New Force Alignment Job
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 Rev AI and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Topic Extraction
Trigger when new topic extraction is created.
New Submit Sentiment Analysis
Trigger when new submit analysis .
New Force Alignment Job
Trigger when new force alignment is created.
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.
Do thisActions
Action is the task that follows automatically within your Rev AI integrations.
Submit Topic Extraction Job
Starts an asynchronous job to extract topics from a transcript.
Delete Topic Extraction
Delete an existing topic extraction.
Submit Sentiment Analysis
Starts an asynchronous job to analyze sentiments in a transcript.
Delete Submit Sentiment Analysis
Delete an existign submit sentiment analysis.
Submit Force Alignment Job
Starts an asynchronous job to obtain precise word timings for an audio file and text transcript.
Delete Submit Force Alignment Job
Delete an existing submit force alignment job.
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Frequently Asked Questions
To start, connect both your Rev AI and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rev AI triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Rev 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 Rev 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 Rev 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 Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
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
