Kylas CRM + Redbooth Integration

Connect Kylas CRM to Redbooth in 1 click

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Kylas CRM + Redbooth Integration

Create Redbooth task for new Kylas CRM contact

Kylas CRM and Redbooth are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Kylas CRM, do you also create a task in Redbooth? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Kylas CRM + Redbooth Integration

Create Redbooth task for new Kylas CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Redbooth to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Kylas CRM? Well now there is!

With our integration between Kylas CRM and Redbooth, creating task in Redbooth is now easier than ever. Whenever a deal is created in Kylas CRM, you can automatically create a corresponding task in Redbooth to keep your team up-to-date.
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Kylas CRM + Redbooth 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
  • Redbooth
    Task is created in Redbooth
  • Redbooth
    Project is created in Redbooth
  • Redbooth
    Notification is created in Redbooth
  • Redbooth
    List is created in Redbooth
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
  • Redbooth
    Create task list in Redbooth
  • Redbooth
    Create project in Redbooth
  • Redbooth
    Create Subtask in Redbooth
  • Redbooth
    Create task in Redbooth
  • Redbooth
    Search task in Redbooth
  • Redbooth
    Create comment in Redbooth
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750 Tasks
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Integrate Kylas CRM & Redbooth In 1 Click
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