Kylas CRM + Prefinery Integration

Connect Kylas CRM to Prefinery in 1 click

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Prefinery + Kylas CRM Integration

Create Kylas CRM contact for new Prefinery user

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 Prefinery user 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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Kylas CRM + Prefinery Integration

Create Prefinery user for new Kylas CRM contact

If you're using Kylas CRM to manage your sales leads, it's important to also use Prefinery 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 user will automatically be created in Prefinery.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Kylas CRM + Prefinery 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
  • Prefinery
    User created in Prefinery Instant
  • Prefinery
    User applied in Prefinery Instant
  • Prefinery
    User invited in Prefinery Instant
  • Prefinery
    User activated in Prefinery Instant
  • Prefinery
    User rejected in Prefinery Instant
  • Prefinery
    User resubscribed in Prefinery Instant
  • Prefinery
    User suspended in Prefinery Instant
  • Prefinery
    User unconfirmed in Prefinery Instant
  • Prefinery
    User updated in Prefinery Instant
  • Prefinery
    User imported in Prefinery Instant
  • Prefinery
    User deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User unsubscribed in Prefinery 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
  • Prefinery
    Create user in Prefinery
  • Prefinery
    Unsubscribe user in Prefinery
  • Prefinery
    Trigger rewards in Prefinery
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