Convert Builder + Kylas CRM Integration

Connect Convert Builder to Kylas CRM - Automate your workflows in 1-click

Set up Convert Builder automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Kylas CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Convert Builder + Kylas CRM integration.
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Kylas CRM + Convert Builder Integration

Create Convert Builder contact for new Kylas CRM contact

If you're using Kylas CRM to manage your sales leads, it's important to also use Convert Builder to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Kylas CRM, a corresponding contact will automatically be created in Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Convert Builder + Kylas CRM Integration

Create Kylas CRM contact from new Convert Builder order

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Convert Builder with Kylas CRM? This integration will allow you to automatically create a contact for each new order in Kylas CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Convert Builder + Kylas CRM Integration

Create Kylas CRM contact for new Convert Builder form submission

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

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

    Triggers the automation whenever a form is filled

    Instant
  • Convert Builder
    Order is created in Convert Builder

    Triggers the automation whenever a new order is created

    Instant
  • Convert Builder
    Order is updated in Convert Builder

    Triggers the automation whenever any order is updated

    Instant
  • Convert Builder
    Product is created in Convert Builder

    Triggers the automation whenever a new product is created

    Instant
  • Convert Builder
    Product is updated in Convert Builder

    Triggers the automation whenever a product is updated

    Instant
  • Convert Builder
    Booking is created in Convert Builder

    Triggers the automation whenever a new booking is created

    Instant
  • Convert Builder
    Contact is created or updated in Convert Builder

    Triggers the automation whenever a contact is created or updated

    Instant
  • Kylas CRM
    Lead is created in Kylas CRM

    Triggers the automation whenever a new lead is created

    Instant
  • Kylas CRM
    Lead is updated in Kylas CRM

    Triggers the automation whenever the lead information is updated

    Instant
  • Kylas CRM
    Contact is updated in Kylas CRM

    Triggers the automation whenever a contact is updated

    Instant
  • Kylas CRM
    Contact is created in Kylas CRM

    Triggers the automation whenever a new contact is created

    Instant
  • Kylas CRM
    Deal is updated in Kylas CRM

    Triggers the automation whenever a deal is updated

    Instant
  • Kylas CRM
    Deal is created in Kylas CRM

    Triggers the automation whenever a deal is created

    Instant
2.
  • Convert Builder
    Create contact in Convert Builder

    Automatically adds a new contact to the database

  • Convert Builder
    Delete contact in Convert Builder

    Automatically removes a contact from the address book

  • Convert Builder
    Update product in Convert Builder

    Automatically updates product information

  • Convert Builder
    Search contact in Convert Builder

    Automatically finds and retrieves contact information

  • Convert Builder
    Update contact in Convert Builder

    Automatically updates contact information with new details

  • Convert Builder
    Create product in Convert Builder

    Automatically generates and launch new products

  • Convert Builder
    Create member in Convert Builder

    Automatically adds a new member to the system

  • Convert Builder
    Delete member in Convert Builder

    Automatically removes a member from the system

  • Convert Builder
    Update member in Convert Builder

    Automatically updates a member's information

  • Convert Builder
    Search product in Convert Builder

    Automatically searches for a product

  • Convert Builder
    Create member group in Convert Builder

    Automatically creates a new group of members

  • Convert Builder
    Update member group in Convert Builder

    Automatically updates the particular member group

  • Convert Builder
    Delete member group in Convert Builder

    Automatically deletes a member group

  • Kylas CRM
    Create contact in Kylas CRM

    Automatically adds a new contact to the database

  • Kylas CRM
    Create Lead in Kylas CRM

    Automatically generates new leads for potential customers

  • Kylas CRM
    Create deal in Kylas CRM

    Automatically generates a new deal with

  • Kylas CRM
    Create company in Kylas CRM

    Automatically generates a new company profile with given details

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Integrate Convert Builder & Kylas CRM In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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