Connect TagMango and Kylas CRM to Build Intelligent Automations

Choose a Trigger

TagMango

When this happens...

Choose an Action

Kylas CRM

Automatically do this!

Ready to use TagMango and Kylas CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order Created

New Order Created

Trigger when new order completed

Course Progress Event

Course Progress Event

Trigger when new progress started.

Course Completion

Course Completion

This event is triggered when a subscriber completes watching/consuming the entire course.

New Recurring Order Completed

New Recurring Order Completed

Triggers when new recurring order is created.

Incomplete Order Created

Incomplete Order Created

Triggers when incomplete order created.

New Lead Created

New Lead Created

Runs when new lead is created

Do thisActions

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

Migrate User

Migrate User

The migrate user allows the arbitrary addition of customers to any mango. The behaviour of the API is the same as the add customer option on the customers page in the TagMango dashboard.

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.

Create Deal

Create Deal

Create a new sales deal

Find Contact

Find Contact

Find contact by ID or fields

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Frequently Asked Questions

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

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

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

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

The data sync between TagMango 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 TagMango 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 TagMango and Kylas CRM?

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

TagMango

About TagMango

TagMango is a platform that empowers creators to monetize their content and engage with their audience through personalized experiences. It provides tools for creators to offer exclusive content, workshops, and more, enabling them to build a sustainable income stream.

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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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