Connect Runn and Kylas CRM to Build Intelligent Automations

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Runn

When this happens...

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Kylas CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

New Deal

Triggers when a new deal is generated in the system.

Request a new Trigger for Runn

Do thisActions

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

Create project

Create project

Create a new Runn project for the chosen client, with optional budget, team, and rate settings.

Create client

Create client

Create a new client in Runn using a name and optional website.

Create Person

Create Person

Add a person to Runn so they can be assigned a role, team, and schedule.

Create role

Create role

Create a new role in Runn to assign to people and projects.

Create skill

Create skill

Add a new skill to Runn so you can assign and track expertise.

Assign person to project

Assign person to project

Add a person to a project for selected dates with daily time, role, and billable status.

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Frequently Asked Questions

How do I start an integration between Runn and Kylas CRM?

To start, connect both your Runn and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Runn triggers actions in Kylas CRM (or vice versa).

Can we customize how data from Runn is recorded in Kylas CRM?

Absolutely. You can customize how Runn 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.

How often does the data sync between Runn and Kylas CRM?

The data sync between Runn and Kylas CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Runn to Kylas CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Runn and Kylas CRM?

Yes, you can set conditional logic to control the flow of data between Runn 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.

Runn

About Runn

Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.

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Kylas CRM

About 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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