Connect Weekdone and Kylas CRM to Build Intelligent Automations

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Weekdone

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Objective

New Objective

Triggers when a new objective is created in Weekdone.

New Item

New Item

Trigger when new item is created.

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.

Request a new Trigger for Weekdone

Do thisActions

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

Create Objective

Create Objective

Creates a new objective in Weekdone.

Update Objective

Update Objective

Updates an existing objective in Weekdone.

Get All Items

Get All Items

Get all existing items

Create New Item

Create New Item

Create a New Item.

List Objectives

List Objectives

Get all Objectives

Update Item

Update Item

Update item

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Frequently Asked Questions

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

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

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

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

The data sync between Weekdone 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 Weekdone 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 Weekdone and Kylas CRM?

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

Weekdone

About Weekdone

Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.

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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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