Connect Swiftype and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
Choose an Action
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Ready to use Swiftype and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggered when a new document is added to the Swiftype index.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your Swiftype integrations.
Create Document
Adds a new document to the Swiftype index.
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contact
Find contact by ID or fields
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Frequently Asked Questions
To start, connect both your Swiftype and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Swiftype triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Swiftype 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 Swiftype 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 Swiftype 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.
About Swiftype
Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.
Learn MoreAbout 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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