SigFig

Finance

Kylas CRM

CRM

Integrations SigFig Kylas CRM

Create integrations between SigFig and Kylas CRM

Enable Integrations or automations with these events of SigFig and Kylas CRM

Triggers

New Lead

Triggers when a new lead is created in Kylas CRM.

Contact Updated

Triggers when a contact's information is updated in Kylas CRM.

New Contact

Triggers when a new contact is added in Kylas CRM.

Deal Updated

Triggers when a new deal is generated in the system.

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

Triggers when a new deal is generated in the system.

Actions

Create Lead

Creates a new lead in Kylas CRM.

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Creates a new company on Kylas CRM.

Create Deal

Creates A Deal on Kylas CRM.

Search Company

Searches a company by the id.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About SigFig

SigFig is a digital wealth management platform that provides investment advisory services. It offers portfolio management, financial planning, and investment tracking tools to help users optimize their investment strategies and achieve their financial goals.

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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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