Connect Timesheet and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New Team
New Rate
New Tag
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Ready to use Timesheet and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New Team
Triggers when a new team is created.
New Rate
Triggers when a new rate is created.
New Tag
Triggers when a new tags is created.
New Lead
Triggers when a new lead is created in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Timesheet integrations.
Create a Task
Creates a new task.
Create a Team
Creates a new team.
Create a Rate
Create a new rate.
Create a Tag
Create a new tag.
Create a Project
Creates a new project.
Update a Project
Update an existing project.
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Frequently Asked Questions
To start, connect both your Timesheet and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Timesheet triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Timesheet 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 Timesheet 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 Timesheet 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
Learn MoreAbout 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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