Connect Status Hero and Kylas CRM to Build Intelligent Automations

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Status Hero

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.

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Do thisActions

Action is the task that follows automatically within your Status Hero integrations.

Create Team Holiday

Create Team Holiday

Creates a team-wide holiday for your team.

Record Member Absence

Record Member Absence

Records leave, vacation, or absence for a team member.

Record an Activity

Record an Activity

Records an activity and adds it to the next check-in for a specific team member.

Create Lead

Create Lead

Create a new lead.

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 Status Hero and Kylas CRM?

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

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

Absolutely. You can customize how Status Hero 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 Status Hero and Kylas CRM?

The data sync between Status Hero 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 Status Hero 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 Status Hero and Kylas CRM?

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

Status Hero

About Status Hero

Status Hero is a tool that helps teams track daily goals, activity logs, and blockers for more effective project management and communication.

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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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