Kylas CRM + Erxes Integration

Integrate Erxes to Kylas CRM in one click, or tell Integrately AI how you want each customer handled. Capture incoming enquiries, create leads and contacts in your CRM, update company records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
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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

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Ready Workflows Ready Workflows for Erxes + Kylas CRM Integration

Capture leads from customer interactions, create records in your CRM, update company details, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Erxes + Kylas CRM Integration

Create Kylas CRM contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Kylas CRM contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Erxes + Kylas CRM flow

Sync customer interactions to your broader stack, notify teams across messaging channels, and log data in spreadsheets. Pick a combination and activate it in one click.

Kylas CRM
Erxes
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GmailGmail (5)
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WhatsAppWhatsApp (4)
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CalendlyCalendly (4)
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SlackSlack (4)
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MailchimpMailchimp (4)
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Google SheetsGoogle Sheets (4)
E
K
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Add every new Erxes customer to Kylas CRM as a lead, and send a confirmation email in Gmail.
New Erxes customers land in Kylas CRM as leads within seconds while Gmail dispatches a confirmation email, eliminating manual data entry.
E
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When a form submission is received in Erxes, create a contact in Kylas CRM and alert your sales team in Gmail.
Erxes form submissions instantly create Kylas CRM contacts and trigger team email notifications in Gmail.
E
K
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If an Erxes company is created, create a company record in Kylas CRM and send a summary email in Gmail.
New company profiles in Erxes generate Kylas CRM company records and email briefings in Gmail.
E
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Use Claude to evaluate Erxes customer messages, create a Kylas CRM lead, and email the brief via Gmail.
Claude reviews Erxes messages to create qualified Kylas CRM leads and email executive summaries in Gmail.
E
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When a customer is deleted in Erxes, update Kylas CRM records and notify finance via Gmail.
Deleted Erxes customer records trigger Kylas CRM updates and notification emails in Gmail.

Supported triggers and actions for Kylas CRM and Erxes

Mix and match to build the exact automation you need

Kylas CRM
Kylas CRM Triggers & Actions
Instant
Lead is created in Kylas CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
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Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
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Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
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Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
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Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
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Create contact in Kylas CRM
Adds a new contact to the database
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Create Lead in Kylas CRM
Generates new leads for potential customers
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Create deal in Kylas CRM
Generates a new deal with
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Create company in Kylas CRM
Generates a new company profile with given details
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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available

What can you automate with Erxes + Kylas CRM?

Streamline your customer acquisition pipeline by connecting Erxes interactions directly to Kylas CRM records.

What you can automate?
🚀
Create Kylas CRM leads from Erxes customers
Capture every customer created in Erxes and automatically generate a corresponding lead in Kylas CRM. Eliminate manual copying and keep your sales pipeline fully synchronized.
📋
Capture every submitted form field
Map all custom answers from Erxes form submissions directly into dedicated Kylas CRM fields. Ensure your sales team receives complete prospect context.
🔔
Alert your team instantly on new chats
Trigger immediate notifications when customers send messages in Erxes, ensuring your sales staff responds to high-intent inquiries within minutes.
🔀
Route leads based on submitted criteria
Evaluate form submissions or customer messages to create priority leads or standard contacts in Kylas CRM based on specific tier selections.
🔄
Keep CRM records updated as data changes
Automatically reflect customer profile updates and company modifications from Erxes inside your Kylas CRM database in real time.
🛡️
Prevent duplicate records across systems
Match existing customer identifiers when creating leads or contacts in Kylas CRM to maintain a clean, uncluttered sales database.
📊
Track deal updates and company milestones
Manage deal creation and company record updates automatically whenever business entities evolve within your Erxes ecosystem.
💬
Extend your workflow to Slack and spreadsheets
Connect Erxes and Kylas CRM to Slack, Google Sheets, or Gmail to notify teams and log backup records in one unified pipeline.
And much more...

Who is Erxes + Kylas CRM integration for?

Sales managers, support leads, and revenue operators eliminate manual data entry, syncing conversational Erxes interactions straight into Kylas CRM pipelines.

Sales operations managers
Sales operations managers
Inbound sales representatives
Inbound sales representatives
Agency account directors
Agency account directors
Customer support leads
Customer support leads
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales operations managers
You're tracking chatbot conversions and customer interactions in Erxes, but your CRM pipeline only updates when someone manually exports records, so the lead counts you're reviewing are always hours behind — this integration means every new customer populates Kylas CRM instantly and your data stays current.
⚡
Inbound sales representatives
You need to engage prospective buyers the moment they submit a query, but waiting for manual data transfer means prospects go cold before outreach begins — connecting these apps means every new submission creates a Kylas CRM lead immediately so you can follow up first.
🤝
Agency account directors
You report on lead generation performance to clients weekly, but disparate chat records and CRM logs leave gaps in your pipeline attribution — automating both apps means client interactions flow directly into Kylas CRM records without missing a single submission.
💬
Customer support leads
You handle high message volumes in Erxes chats that contain crucial prospect details, but copying details into Kylas CRM by hand creates bottlenecks in your workflow — this integration means customer inquiries automatically generate CRM contacts so nothing gets lost.
🎯
Business development reps
You depend on upstream customer interactions to trigger outbound prospecting tasks, but manual handoffs delay your daily outreach cadence — automating both apps means new leads appear in Kylas CRM the second a conversation starts.
🗂️
CRM administrators
You need a reliable customer history in Kylas CRM, but manual data entry inevitably leads to typos, missing fields, and duplicate records — integrating these apps means standardized erxes chat data populates clean CRM entries every time.
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Why choose Integrately to automate Kylas CRM + Erxes

Build and manage your Kylas CRM + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Kylas CRM + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect Erxes to Kylas CRM?
Frequently Asked Questions
You can connect Erxes to Kylas CRM instantly using ready-made workflows on Integrately. Simply pick your template, authenticate your accounts, and activate the integration in 1 click or use Integrately AI.
Can I automatically create Kylas CRM leads from Erxes customer chats?
Frequently Asked Questions
Can I connect Erxes, Kylas CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Kylas CRM?
Frequently Asked Questions
How does Erxes handle customer data during synchronization?
Frequently Asked Questions
Can I track deals and companies in Kylas CRM from Erxes?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Kylas CRM?
Frequently Asked Questions
Is the Erxes and Kylas CRM integration free?
Frequently Asked Questions
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