Automate Your Sales Process

With Kylas workflow automation you can automate a variety of routine task and focus on the thing that matters the most- selling.

SCHEDULE DEMO Right Arrow

Improve Sales Efficiency With Automation

Improve Sales Efficiency with Automation
  • Easily create intelligent
    workflows to save time
  • Set unique triggers and desired
    actions to fit your business needs
  • Unlimited workflows to solve for all
    your pain points
  • Auto Nurture leads and
    deals with emails
  • Automatically assign leads and
    deals to your team

Create Workflows
In Few Easy Steps

Easily set up your workflow in three easy
steps. 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
 

FAQs

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.

×

Hi, this is Sherpa! How may I help you today?