Kylas CRM + CallRail Integration

Connect Kylas CRM to CallRail - Automate your workflows in 1-click

Make use of Kylas CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up CallRail automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Get the best of both with Integrately’s Kylas CRM + CallRail integration.
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CallRail + Kylas CRM Integration

Create Kylas CRM contact for new CallRail contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CallRail - Kylas CRM integration, anytime a new CallRail contact is created, an Kylas CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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CallRail + Kylas CRM Integration

Create Kylas CRM contact for new CallRail form

When someone completes your CallRail, a new contact is automatically created in your Kylas CRM. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the CallRail is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a CallRail - Kylas CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Kylas CRM + CallRail Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM

    Triggers the automation when a new lead is created

    Instant
  • Kylas CRM
    Lead is updated in Kylas CRM

    Triggers the automation when the lead information is updated

    Instant
  • Kylas CRM
    Contact is updated in Kylas CRM

    Triggers the automation when a contact is updated

    Instant
  • Kylas CRM
    Contact is created in Kylas CRM

    Triggers the automation when a new contact is created

    Instant
  • Kylas CRM
    Deal is updated in Kylas CRM

    Triggers the automation when a deal is updated

    Instant
  • Kylas CRM
    Deal is created in Kylas CRM

    Triggers the automation when a deal is created

    Instant
  • CallRail
    Phone call is completed in CallRail

    Triggers the automation when a phone call is completed

    Instant
  • CallRail
    Phone call is updated in CallRail

    Triggers the automation when a phone call is updated

    Instant
  • CallRail
    Phone call is started in CallRail

    Triggers the automation when a phone call is started

    Instant
  • CallRail
    Outbound call is completed in CallRail

    Triggers the automation when an outbound call is completed

    Instant
  • CallRail
    Form is captured in CallRail

    Triggers the automation when a form is submitted

    Instant
  • CallRail
    User is created in CallRail

    Triggers the automation when a new user is created

  • CallRail
    SMS is sent in CallRail

    Triggers the automation when a text message is sent

    Instant
  • CallRail
    SMS is received in CallRail

    Triggers the automation when a new text message is received

    Instant
  • CallRail
    Company is created in CallRail

    Triggers the automation when a new company is created

  • CallRail
    Session tracker is created in CallRail

    Triggers the automation when a session tracker is created

  • CallRail
    Source tracker is created in CallRail

    Triggers the automation when a source tracker is created

2.
  • Kylas CRM
    Create contact in Kylas CRM

    Adds a new contact to the database

  • Kylas CRM
    Create Lead in Kylas CRM

    Generates new leads for potential customers

  • Kylas CRM
    Create deal in Kylas CRM

    Generates a new deal with

  • Kylas CRM
    Create company in Kylas CRM

    Generates a new company profile with given details

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Integrate Kylas CRM & CallRail In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Kylas CRM or CallRail With 1200+ Other Apps

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Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.

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CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.

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