Integrate weForms with Kylas

Send information between weForms and Kylas automatically, without writing any code, using Zoho Flow.

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Create a contact in Kylas each time a form is filled out on weForms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new contact in Kylas using the form inputs received in weForms.

How it works
  1. The flow triggers when a form entry is submitted in weForms.
  2. Zoho Flow creates a new contact in Kylas.
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Create a contact in Kylas each time a form is filled out on weForms

weForms + Kylas

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Supported triggers and actions

Integrate weForms and Kylas using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

Company created

Triggers when a new company is created

Call logs created or updated

Triggers when a call log is created or updated

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created or updated

Triggers when a deal is created or updated

Deal updated

Triggers when the details of an existing deal are updated

Lead created

Triggers when a new lead is created

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task is created

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Contact created or updated

Triggers when a contact is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create task

Creates a new task

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Update product or service

Updates the details of an existing product or service

Close deal

Closes the specified deal

Close lead

Close the specified lead

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service using ID

What is weForms?

weForms is a form builder WordPress plugin that can help you create online contact forms.

Forms New WordPress Plugins

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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