Kylas CRM + SharpSpring Integration

Integrate Kylas CRM to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture and sync contacts, update accounts, create opportunities, and trigger marketing 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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Kylas CRM + SharpSpring Integration

Capture leads, sync contact details, update accounts, track opportunities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Kylas CRM + SharpSpring Integration

Create SharpSpring contact for new Kylas CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Kylas CRM + SharpSpring flow

Teams often want to capture form responses, notify sales channels, and log data across spreadsheets once leads move between CRM and marketing tools. Pick a combination and activate it in one click.

Kylas CRM
SharpSpring
+
Facebook Lead AdsFacebook Lead Ads (4)
+
TypeformTypeform (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
F
K
S
Add every Facebook Lead Ads lead to Kylas CRM, and create a contact in SharpSpring.
New Facebook Lead Ads leads appear in Kylas CRM instantly and create contacts in SharpSpring automatically, eliminating manual data entry.
F
S
K
When a Facebook Lead Ads lead is captured, create a contact in SharpSpring and update the company in Kylas CRM.
Keep your marketing platform and sales CRM synchronized the moment a new advertising lead arrives.
F
K
S
If a Facebook Lead Ads lead matches your criteria, create a deal in Kylas CRM and create an opportunity in SharpSpring.
Qualify advertising leads instantly by creating deals and opportunities across your sales and marketing stack.
F
S
K
Use ChatGPT to analyse Facebook Lead Ads leads before creating a contact in SharpSpring and a lead in Kylas CRM.
Filter and enrich advertising inquiries automatically using AI before updating your CRM and marketing platform.

Supported triggers and actions for Kylas CRM and SharpSpring

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
Try it โ†’
Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
Try it โ†’
Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
Try it โ†’
Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
Try it โ†’
Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
Try it โ†’
Create contact in Kylas CRM
Adds a new contact to the database
Try it โ†’
Create Lead in Kylas CRM
Generates new leads for potential customers
Try it โ†’
Create deal in Kylas CRM
Generates a new deal with
Try it โ†’
Create company in Kylas CRM
Generates a new company profile with given details
Try it โ†’
SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
Try it โ†’
Account is created in SharpSpring
Triggers the automation when a new account is created
Try it โ†’
Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
Try it โ†’
Create contact in SharpSpring
Adds a new contact to the database
Try it โ†’
Update contact in SharpSpring
Updates contact information with new details
Try it โ†’
Search contact in SharpSpring
Finds and retrieves contact information
Try it โ†’
Create account in SharpSpring
Generates a new account
Try it โ†’
Search account in SharpSpring
Searches for account information
Try it โ†’
Update account in SharpSpring
Updates account information
Try it โ†’
Create opportunity in SharpSpring
Creates a new instance of the support system
Try it โ†’
Update opportunity in SharpSpring
Updates the opportunity details as needed
Try it โ†’
Create campaign in SharpSpring
Generates and launch a new marketing campaign
Try it โ†’
Search campaign in SharpSpring
Searches for a campaign
Try it โ†’

What can you automate with Kylas CRM + SharpSpring?

Streamline your sales and marketing operations by connecting Kylas CRM and SharpSpring for real-time data flow.

What you can automate?
๐Ÿ”„
Sync leads and contacts between platforms instantly
Automatically create a contact in SharpSpring whenever a new lead is created in Kylas CRM, or vice versa. Keep your sales pipeline and marketing database perfectly aligned without lifting a finger.
๐Ÿ“‹
Capture every submitted field and attribute
Map complete prospect informationโ€”including custom form fields, tracking data, and company detailsโ€”across Kylas CRM and SharpSpring so nothing gets left behind.
๐Ÿ””
Alert your team the moment prospects convert
Trigger instant notifications in Slack or email whenever a high-value opportunity or deal is created in Kylas CRM or SharpSpring.
๐Ÿ”€
Route records based on submitted criteria
Evaluate incoming form submissions or lead tiers and route prospects to specific pipeline stages or campaign lists dynamically.
๐Ÿ”„
Keep records updated as customer details change
Automatically update contact information, account statuses, and deal stages across both Kylas CRM and SharpSpring whenever changes occur.
๐Ÿ”
Prevent duplicates with smart search and update logic
Search existing contacts and accounts before creating new records, ensuring your database remains clean and free of duplicate entries.
๐Ÿ“Š
Manage later status changes and deal progression
Update opportunities and accounts in SharpSpring automatically when sales deals are won, lost, or moved to new stages in Kylas CRM.
๐ŸŒ
Extend your workflow to popular business apps
Connect your Kylas CRM and SharpSpring flow to Google Sheets, Slack, or email tools to automate reporting and team notifications in one pipeline.
And much more...

Who is Kylas CRM + SharpSpring integration for?

Sales and marketing professionals relying on Kylas CRM and SharpSpring need seamless data synchronization to eliminate manual data entry and close deals faster.

Sales Analysts
Sales Analysts
Sales Managers
Sales Managers
Agency Account Managers
Agency Account Managers
Operations Coordinators
Operations Coordinators
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
๐Ÿ“ˆ
Sales Analysts
You're reviewing lead conversion metrics in Kylas CRM, but your marketing reports in SharpSpring only update when someone manually exports records, so the pipeline counts you're analysing are always a few hours behind โ€” this integration means every new lead and contact syncs instantly and your dashboards stay current.
โšก
Sales Managers
You need to assign high-intent inquiries the moment they arrive, but manual handoffs between Kylas CRM and SharpSpring mean hot leads sit unattended for hours โ€” automating both apps means every new submission triggers instant CRM lead assignment and notification.
๐Ÿค
Agency Account Managers
You answer to clients who expect real-time visibility into campaign pipeline growth, but copying records between Kylas CRM and SharpSpring creates reporting bottlenecks โ€” connecting these apps means client dashboards update automatically without manual spreadsheet work.
โš™๏ธ
Operations Coordinators
The volume of inbound form submissions is too high for your team to keep up with by hand, leading to duplicated contacts and missed follow-ups across Kylas CRM and SharpSpring โ€” automating both apps means every record is created and updated cleanly without human error.
๐Ÿ’ผ
Account Executives
You own the outreach stage and depend on marketing to hand over qualified prospect data, but delays between SharpSpring and Kylas CRM stall your response times โ€” integrating these apps means qualified contacts appear in your active pipeline the second they convert.
๐Ÿ—‚๏ธ
Customer Success Leads
You need a reliable history of account interactions and keep finding missing touchpoints between marketing campaigns and sales deals โ€” with this integration, every deal update and contact activity is logged across Kylas CRM and SharpSpring seamlessly.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Kylas CRM + SharpSpring

Build and manage your Kylas CRM + SharpSpring 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 + SharpSpring 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 โ€” 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kylas CRM to SharpSpring?
Frequently Asked Questions
You can connect Kylas CRM to SharpSpring instantly using 1-click automations on Integrately or ask Integrately AI to build the automation and map the fields. You can also integrate apps like Slack and Google Sheets effortlessly.
Can I automatically create a SharpSpring contact when a lead is created in Kylas CRM?
Frequently Asked Questions
Can I connect Kylas CRM, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kylas CRM and SharpSpring?
Frequently Asked Questions
How does Kylas CRM handle lead updates in this integration?
Frequently Asked Questions
Can SharpSpring opportunities trigger actions in Kylas CRM?
Frequently Asked Questions
Do I need coding skills to automate Kylas CRM and SharpSpring?
Frequently Asked Questions
Is the Kylas CRM and SharpSpring integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Kylas CRM or SharpSpring With 1500+ Other Apps

Kylas CRM
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SharpSpring
Popular SharpSpring Integrations
Sync SharpSpring with analytics, project management, and reporting platforms to keep marketing data working across your stack.