Kylas CRM + Parsio Integration

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Kylas CRM + Parsio 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
  • Parsio
    Document is parsed (Flat tables) in Parsio Instant
  • Parsio
    Document is parsed (Nested tables) in Parsio Instant
  • Parsio
    Table is parsed in Parsio Instant
  • Parsio
    Attachment is recieved in Parsio 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
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