Connect Webshipper and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted
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 Webshipper and Kylas CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger's when an order is created.
Order Updated
Trigger's when an order is updated.
Order Deleted
Trigger's when an order is deleted.
Shipment Created
Trigger's when a new shipment is created.
Shipment Updated
Trigger's when a shipment is updated.
Shipment Deleted
Trigger's when a shipment was deleted.
Do thisActions
Action is the task that follows automatically within your Webshipper integrations.
Create a User
Create a new user.
Update an User
Update an user by user email.
Delete a User
Delete an user by email address.
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
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Frequently Asked Questions
To start, connect both your Webshipper and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Webshipper 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 Webshipper 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 Webshipper 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 Webshipper
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
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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