Kylas CRM + Firmao Integration

Connect Kylas CRM to Firmao in 1 click

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Popular Kylas CRM + Firmao Workflows

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Kylas CRM + Firmao Integration

Create Firmao task for new Kylas CRM contact

In Kylas CRM, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Kylas CRM + Firmao 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
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
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
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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