Connect snapADDY and Kylas CRM to Build Intelligent Automations

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snapADDY

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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.

Get new contacts

Get new contacts

Retrieve contacts added to a specified contact list since the last run, returning the newest first.

New Lead Created

New Lead Created

Runs when new lead is created

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 snapADDY

Do thisActions

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

Create Contact Item

Create Contact Item

Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.

Update contact

Update contact

Update an existing contact in the selected SnapADDY contact list.

Retrieve contacts from contact list

Retrieve contacts from contact list

Get all contacts in a contact list and optionally return only the fields you select.

Create or Update Lead

Create or Update Lead

Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Create Company

Creates a new company on Kylas CRM.

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Frequently Asked Questions

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

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

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

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

The data sync between snapADDY 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 snapADDY 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 snapADDY and Kylas CRM?

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

snapADDY

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

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Kylas CRM

About 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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