Connect shift4shop and Kylas CRM to Build Intelligent Automations

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shift4shop

When this happens...

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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 shift4shop

Do thisActions

Action is the task that follows automatically within your shift4shop integrations.

Create a Customer

Create a Customer

Creates a new customer object.

Update Customer

Update Customer

Update an existing Customer.

Delete a Customer

Delete a Customer

Deletes an existing customer object.

Create a new Card

Create a new Card

Creates a new card object.

Retrieve an existing Card

Retrieve an existing Card

Retrieves an existing card object.

Delete a Card

Delete a Card

Deletes an existing card object.

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Frequently Asked Questions

How do I start an integration between shift4shop and Kylas CRM?

To start, connect both your shift4shop and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in shift4shop triggers actions in Kylas CRM (or vice versa).

Can we customize how data from shift4shop is recorded in Kylas CRM?

Absolutely. You can customize how shift4shop 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 shift4shop and Kylas CRM?

The data sync between shift4shop 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 shift4shop 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 shift4shop and Kylas CRM?

Yes, you can set conditional logic to control the flow of data between shift4shop 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.

shift4shop

About shift4shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.

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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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