Kylas CRM + TMetric Integration

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Kylas CRM + TMetric Integration

Create TMetric task for new Kylas CRM contact

Kylas CRM and TMetric 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 TMetric? 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 + TMetric Integration

Create TMetric 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 TMetric 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 TMetric, creating task in TMetric is now easier than ever. Whenever a deal is created in Kylas CRM, you can automatically create a corresponding task in TMetric to keep your team up-to-date.
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Kylas CRM + TMetric 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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