Kylas CRM + Service Provider Pro Integration

Integrate Kylas CRM to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Capture new orders, create matching contacts and deals in your CRM, update your billing records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro Instant
Arrow Right
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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Ready Workflows Ready Workflows for Kylas CRM + Service Provider Pro Integration

Capture client orders, create matching contacts, sync invoice statuses, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Service Provider Pro + Kylas CRM Integration

Create Kylas CRM contact from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro 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 Service Provider Pro 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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Connect more apps to your Kylas CRM + Service Provider Pro flow

Extend your CRM and client operations with billing, communication, and scheduling tools. Pick a combination and activate it in one click.

Kylas CRM
Service Provider Pro
+
StripeStripe (4)
+
SlackSlack (4)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
S
K
S
Create a Kylas CRM contact for every new Service Provider Pro order, and create a customer in Stripe
New client orders in Service Provider Pro automatically generate a contact in Kylas CRM and a customer profile in Stripe without manual data entry.
S
K
S
When a Service Provider Pro invoice is paid, create a deal in Kylas CRM and create a charge in Stripe
Paid invoices in Service Provider Pro instantly log a closed deal in Kylas CRM and record the payment in Stripe.
S
K
S
When a Service Provider Pro subscription is paid, update the Kylas CRM contact and create a subscription in Stripe
Successful subscription payments in Service Provider Pro update your Kylas CRM records and manage billing in Stripe automatically.
S
K
S
If a Service Provider Pro invoice is refunded, update the Kylas CRM deal and issue a refund in Stripe
Refunded invoices in Service Provider Pro update your Kylas CRM deal stage and process the refund in Stripe instantly.

Supported triggers and actions for Kylas CRM and Service Provider Pro

Mix and match to build the exact automation you need

Kylas CRM
Kylas CRM Triggers & Actions
Instant
Lead is created in Kylas CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
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Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
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Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
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Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
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Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
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Create contact in Kylas CRM
Adds a new contact to the database
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Create Lead in Kylas CRM
Generates new leads for potential customers
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Create deal in Kylas CRM
Generates a new deal with
Try it →
Create company in Kylas CRM
Generates a new company profile with given details
Try it →
Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
Try it →
Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available

What can you automate with Kylas CRM + Service Provider Pro?

Connect your sales efforts and client operations to automate repetitive tasks and eliminate data silos.

What you can automate?
🔄
Sync every client order straight to your CRM
Capture new orders from Service Provider Pro and instantly create matching contacts and deals in Kylas CRM. Keep your sales pipeline fully synchronized with your client management platform.
📝
Capture every submitted form and intake detail
Map all available intake form answers and account fields into your CRM records. Ensure your sales team has complete context before jumping on client calls.
🔔
Alert your team the moment an order arrives
Notify your sales or support channels in Slack immediately when a new client order is placed or a support ticket is created. Keep your team responsive and aligned.
🔀
Route records based on submitted order criteria
Apply conditional logic to direct high-value orders to enterprise sales reps while standard submissions follow your automated onboarding track.
📊
Keep CRM records updated as order statuses change
Automatically update deal stages in Kylas CRM whenever a client order status changes or a subscription plan is modified in Service Provider Pro.
🛡️
Prevent duplicates with smart record matching
Automatically check existing database entries before creating new records, ensuring clean contact lists and accurate company profiles.
💳
Manage subscription and invoice lifecycle events
Trigger automated CRM updates when invoices are paid, subscriptions are cancelled, or payments fail, keeping your account statuses current.
🌐
Extend your workflow to messaging and email tools
Connect your core automation flow to Gmail or Stripe to send automated receipts, welcome emails, or billing profiles without leaving your stack.
And much more...

Who is Kylas CRM + Service Provider Pro integration for?

Agency owners and operations managers stream client orders and billing details directly into their sales pipeline, eliminating manual data entry and keeping teams aligned.

Sales Directors
Sales Directors
Account Managers
Account Managers
Agency Principals
Agency Principals
Operations Leads
Operations Leads
Sales Representatives
Sales Representatives
Customer Success Leads
Customer Success Leads
📈
Sales Directors
You're reviewing pipeline reports but your CRM revenue metrics only update when someone manually exports orders, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new order populates your pipeline instantly and your data stays current.
Account Managers
You need to onboard new clients the moment they purchase, but you find out about closed orders hours later when checking spreadsheets, so your welcome outreach is delayed — with this integration, every new order triggers immediate contact creation and team alerts so you can engage clients right away.
🤝
Agency Principals
You answer to stakeholders who want transparent progress on client acquisition, but your sales and operational platforms operate in silos, so your team wastes hours reconciling records — with this integration, every transaction and contact syncs automatically to provide a unified business view.
⚙️
Operations Leads
The volume of incoming client orders and subscription renewals is too high for anyone to keep up by hand, leading to missed billing entries and fragmented records — with this integration, every order, subscription, and invoice maps to your CRM without manual intervention.
🎯
Sales Representatives
You own the outreach stage and depend on operations teams to hand over client details after purchase, but handover delays stall your follow-up cadence — with this integration, every submitted form and order creates your CRM records instantly so you can start outreach without waiting.
📋
Customer Success Leads
You need a reliable history of client interactions and subscription changes, but keep finding gaps between billing events and CRM notes — with this integration, every payment, renewal, and ticket syncs seamlessly into your customer history.
Our team

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Why choose Integrately to automate Kylas CRM + Service Provider Pro

Build and manage your Kylas CRM + Service Provider Pro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Kylas CRM + Service Provider Pro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kylas CRM to Service Provider Pro?
Frequently Asked Questions
You can connect Kylas CRM to Service Provider Pro in 1-click using ready workflows on Integrately, or use Integrately AI to configure custom data flows with apps like Slack, Stripe, and Gmail.
Can I automatically create a Kylas CRM contact when a new Service Provider Pro order is placed?
Frequently Asked Questions
Can I connect Kylas CRM, Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kylas CRM and Service Provider Pro?
Frequently Asked Questions
How does Kylas CRM handle contact creation during order syncs?
Frequently Asked Questions
Can Service Provider Pro subscription events update my Kylas CRM pipeline?
Frequently Asked Questions
Do I need coding skills to automate Kylas CRM and Service Provider Pro?
Frequently Asked Questions
Is the Kylas CRM and Service Provider Pro integration free?
Frequently Asked Questions
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You Can Also Connect Kylas CRM or Service Provider Pro With 1500+ Other Apps

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Service Provider Pro
Popular Service Provider Pro Integrations
Sync Service Provider Pro with accounting, project management, and communication tools to streamline client operations.