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.

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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

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.

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