Google Sheets integration with Kylas CRM
How to Create Kylas CRM companies from new spreadsheet rows in Google Sheets
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Kylas CRM companies from new spreadsheet rows in Google Sheets" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Kylas CRM integrations
Kylas CRM actions
Nekton can use any feature that is available in Kylas CRM API.
Using our advanced AI, you can easily create custom automations for Kylas CRM.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company on Kylas CRM.
Create Lead
Creates a lead on Kylas CRM
Create Contact
Creates A Contact on Kylas CRM.
Search Company
This searches company by the name
New Contact
Triggers when a new contact is added in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
About Kylas CRM
Kylas is a CRM that helps you to manage your sales process.