Connect Zoho Meetings and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Meetings
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created in Kylas CRM.
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 Zoho Meetings integrations.
Get Users
Schedule Meeting
Schedules a new meeting.
Update a Meeting
Update a meeting details.
Delete a Meeting
Delete a meeting.
Find Meeting
Find the details of a specific meeting.
Create a Webinar
Create a new Webinar.
Know More About Zoho Meetings and Kylas Crm Integrations
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Frequently Asked Questions
To start, connect both your Zoho Meetings and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Meetings triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Zoho Meetings 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 Zoho Meetings 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 Zoho Meetings 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 Zoho Meetings
Zoho Meetings is a robust online meeting platform that enables seamless virtual collaboration. It offers features like video conferencing, screen sharing, webinar hosting, and real-time messaging, all designed to enhance productivity and communication for businesses and teams.
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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