Connect Ringg AI and Kylas CRM to Build Intelligent Automations
Ready to use Ringg AI and Kylas CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created in Kylas CRM.
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 Ringg AI integrations.
List Agents
Show all agents in your account.
Get call details
Get details for a specific call, including optional AI analysis
Get Workspace Numbers
Retrieve the phone numbers available in this workspace.
Place an outbound call
Place an outbound call to a contact or phone number
Create Lead
Create a new lead.
Create Contact
Creates a Contact on Kylas CRM.
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Frequently Asked Questions
To start, connect both your Ringg AI and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ringg AI triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Ringg 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 Ringg 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 Ringg 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 Ringg AI
Ringg AI offers advanced AI-driven solutions to enhance communication and customer interaction. With cutting-edge technology, it streamlines processes and improves efficiency for businesses.
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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