Connect WPForms and Kylas CRM
Integrate WPForms with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular WPForms + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
WPForms
When this happens...
New Form Entry
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Search Deal in Kylas CRM when New Form Entry in Wpforms
Use this flowUpdate Company in Kylas CRM when New Form Entry in Wpforms
Use this flowUpdate Contact in Kylas CRM when New Form Entry in Wpforms
Use this flowCreate Call Log for Deal in Kylas CRM when New Form Entry in Wpforms
Use this flowFind Company in Kylas CRM when New Form Entry in Wpforms
Use this flowCreate Deal Note in Kylas-crm when New Form Entry in Wpforms
Use this flowSearch Lead in Kylas-crm when New Form Entry in Wpforms
Use this flowFind Contacts in Kylas CRM when New Form Entry in Wpforms
Use this flowCreate Company in Kylas-crm when New Form Entry in Wpforms
Use this flowCreate or Update Lead in Kylas CRM when New Form Entry in Wpforms
Use this flowSupported Triggers & Actions
Everything you can automate between WPForms and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Entry
Triggers on a new form entry.
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 WPForms integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email 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 Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WPForms and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between WPForms and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where WPForms triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in WPForms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between WPForms and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WPForms and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
