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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
Triggers when a lead is updated in Kylas CRM.
Triggers when a new deal is generated in the system.
Action is the task that follows automatically within your SMSFactor integrations.
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create a new SMS contact list and add one contact using the recipient's phone number.
Create a new reusable SMS template.
Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.
Create a new lead.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SMSFactor and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMSFactor triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how SMSFactor 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 SMSFactor 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 SMSFactor 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.
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
Learn MoreKylas 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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