Kylas CRM + Optiin Integration

Connect Kylas CRM to Optiin - Automate your workflows in 1-click

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

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Kylas CRM + Optiin Integration

Create Optiin contact for new Kylas CRM contact

If you're using Kylas CRM to manage your sales leads, it's important to also use Optiin 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 Optiin.

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

Create Kylas CRM contact from new Optiin order

As an online store owner, you're likely using Optiin 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 Optiin 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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Activate
Optiin + Kylas CRM Integration

Create Kylas CRM contact for new Optiin form submission

When someone completes your Optiin, 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 Optiin is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Optiin - Kylas CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Kylas CRM + Optiin Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM

    Triggers the automation when a new lead is created

    Instant
  • Kylas CRM
    Lead is updated in Kylas CRM

    Triggers the automation when the lead information is updated

    Instant
  • Kylas CRM
    Contact is updated in Kylas CRM

    Triggers the automation when a contact is updated

    Instant
  • Kylas CRM
    Contact is created in Kylas CRM

    Triggers the automation when a new contact is created

    Instant
  • Kylas CRM
    Deal is updated in Kylas CRM

    Triggers the automation when a deal is updated

    Instant
  • Kylas CRM
    Deal is created in Kylas CRM

    Triggers the automation when a deal is created

    Instant
  • Optiin
    Product is created in Optiin

    Triggers the automation when a new product is created

    Instant
  • Optiin
    Product is updated in Optiin

    Triggers the automation when a product is updated

    Instant
  • Optiin
    Form response is created in Optiin

    Triggers the automation when a form is filled

    Instant
  • Optiin
    Booking is created in Optiin

    Triggers the automation when a new booking is created

    Instant
  • Optiin
    Contact is created or updated in Optiin

    Triggers the automation when a contact is created or updated

    Instant
  • Optiin
    Order is created in Optiin

    Triggers the automation when a new order is created

    Instant
  • Optiin
    Order is updated in Optiin

    Triggers the automation when any order is updated

    Instant
2.
  • Kylas CRM
    Create contact in Kylas CRM

    Adds a new contact to the database

  • Kylas CRM
    Create Lead in Kylas CRM

    Generates new leads for potential customers

  • Kylas CRM
    Create deal in Kylas CRM

    Generates a new deal with

  • Kylas CRM
    Create company in Kylas CRM

    Generates a new company profile with given details

  • Optiin
    Delete contact in Optiin

    Removes a contact from the address book

  • Optiin
    Update contact in Optiin

    Updates contact information with new details

  • Optiin
    Create product in Optiin

    Generates and launch new products

  • Optiin
    Search contact in Optiin

    Finds and retrieves contact information

  • Optiin
    Create contact in Optiin

    Adds a new contact to the database

  • Optiin
    Update product in Optiin

    Updates product information

  • Optiin
    Search product in Optiin

    Searches for a product

  • Optiin
    Create member in Optiin

    Adds a new member to the system

  • Optiin
    Delete member in Optiin

    Removes a member from the system

  • Optiin
    Update member in Optiin

    Updates a member's information

  • Optiin
    Create member group in Optiin

    Creates a new group of members

  • Optiin
    Update member group in Optiin

    Updates the particular member group

  • Optiin
    Delete member group in Optiin

    Deletes a member group

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Integrate Kylas CRM & Optiin In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Kylas CRM or Optiin With 1200+ Other Apps

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Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.

See Kylas CRM Integrations
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Optiin is a website funnel building platform that powers your online business to next level. With user-friendly interface and powerful features, you can create website funnels within minutes with Optiin.

See Optiin Integrations

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