Connect RouteLogic and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
Sending Notifications
Choose an Action
Automatically do this!
Create or Update 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 RouteLogic and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Task Deleted
Trigger's when a task is deleted.
Sending Notifications
Triggers when a new notifications is sent.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your RouteLogic integrations.
Create Products Task
Create a new product task.
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contact
Find contact by ID or fields
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Frequently Asked Questions
To start, connect both your RouteLogic and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how RouteLogic 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 RouteLogic 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 RouteLogic 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 RouteLogic
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.
Learn MoreAbout 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.
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