IntegrationsZoho MailKylas CRM
Zoho Mail + Kylas CRM

Connect Zoho Mail and Kylas CRM to Build Intelligent Automations

Choose a Trigger

Zoho Mail

When this happens...

Choose an Action

Kylas CRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Email

New Email

Triggers when you recieve a new email.

New Email Matching Search

New Email Matching Search

Triggers when you recieve a new email that matches the given condition.

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 Zoho Mail

Do thisActions

Action is the task that follows automatically within your Zoho Mail integrations.

Create Draft

Create Draft

Create a new draft mail.

Create Folder

Create Folder

Creates a new folder.

Create Tag

Create Tag

Create a new tag in zoho mail.

Send Mail

Send Mail

Send a new email.

Create New Task

Create New Task

Creates a new task

Get all User Signature

Get all User Signature

Get a list of all user signature.

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Frequently Asked Questions

How do I start an integration between Zoho Mail and Kylas CRM?

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

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

Absolutely. You can customize how Zoho Mail 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 Zoho Mail and Kylas CRM?

The data sync between Zoho Mail 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 Zoho Mail 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 Zoho Mail and Kylas CRM?

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

Zoho Mail

About Zoho Mail

Zoho Show is a powerful online presentation tool that allows users to create, collaborate, and deliver stunning presentations.

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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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