Kylas CRM + Workast Integration

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Kylas CRM + Workast Integration

Create Workast task for new Kylas CRM contact

Kylas CRM and Workast 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 Workast? 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 + Workast Integration

Create Workast 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 Workast 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 Workast, creating task in Workast is now easier than ever. Whenever a deal is created in Kylas CRM, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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Kylas CRM + Workast 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
  • Workast
    Task is created in Workast
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
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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You Can Also Integrate Kylas CRM & Workast With 1100+ Other Apps

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Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.

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Stay on top of your most important tasks with Workast. Capture work in progress, share your ideas, collaborate with teammates and get more done. Plan your day in seconds.

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