Sales Automation

Automate Your Sales Process

With Kylas workflow automation you can automate a variety of routine tasks and focus on the thing that matters the most- selling. Minimize manual errors, save time and streamline your sales flow.


Improve Sales Efficiency With Automation

Improve Sales Efficiency with Automation
  • Create event-based and
    time-based workflows
  • Set unique triggers and desired
    actions to fit your business needs
  • Auto nurture leads and deals with contextual communication
  • Automatically assign leads and
    deals to your team

Create Workflows
In Few Easy Steps

Automate any step of your sales process
using workflows. Specify triggers, place
conditions and define actions to be
performed and let Kylas handle the rest.

Automatic Lead Assignment

Set the lead owners automatically from among the users in your account.

Automatic Lead Assignment


What is Sales Automation in CRM?

Sales Automation is a CRM feature that automates many repetitive and time-consuming tasks like data upload, task creation, lead routing etc. It opens up your team’s bandwidth and helps them focus on selling. You can set a seamless flow for all the recurring tasks needed for your business to ensure that your sales operations are happening smoothly.

Why is Sales Automation important in business?

The success of your business is dependent on revenue and eventually on the number of sales deals your team closes. Sales automation enables your teams to direct their full attention towards the sales, by eliminating repetitive administrative tasks. With sales automation in place, everything from client interactions, follow-ups, nurturing efforts etc. can be executed automatically in an error-free and timely manner. This helps businesses reach the right customer at the right time, build relationships and retain them accordingly.

What are workflows?

Workflows can help you automate certain repetitive tasks performed throughout a sales process. It helps increase productivity and saves a lot of time. To establish a workflow you will have to set rules based on certain triggers and conditions followed by actions to be performed by the system when the selected trigger and conditions match. Workflows can save a lot of time that a salesperson might be spending in performing those tasks manually.

What are Webhooks?

Webhooks are user-defined HTTP callbacks that allows you to send data from one platform to another.

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