Kylas CRM + Nusii Integration

Connect Kylas CRM to Nusii in 1 click

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Popular Kylas CRM + Nusii Workflows

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Kylas CRM + Nusii Integration

Create Nusii client for new Kylas CRM contact

Kylas CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Kylas CRM, you'll automatically receive a corresponding client record in Nusii.
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Kylas CRM + Nusii Integration

Create Nusii proposal for new Kylas CRM contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Kylas CRM? With this integration, you can!

When you create a contact in Kylas CRM, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Kylas CRM + Nusii Integration

Create Nusii proposal for new Kylas CRM deal

Are you a Kylas CRM user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from deal in Kylas CRM.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your Kylas CRM and Nusii accounts.
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Kylas CRM + Nusii 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
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
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
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
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