Kylas CRM + Checkvist Integration

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Kylas CRM + Checkvist Integration

Create Checkvist list for new Kylas CRM contact

When you create a new contact in Kylas CRM, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Kylas CRM and Checkvist!
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Kylas CRM + Checkvist Integration

Create Checkvist list for new Kylas CRM deal

If you're using Kylas CRM and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Kylas CRM, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Kylas CRM and Checkvist accounts and start creating deal!
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Kylas CRM + Checkvist Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
2.
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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