Connect Kylas CRM and Slack

Kylas CRM tracks your leads, deals and quotes; Slack is where the sales team talks about them. FlowMattic posts new deals to the sales channel, DMs owners about their leads and tasks, tells finance about quotations and reminds reps before meetings. For growing sales teams who want the pipeline visible without everyone living in the CRM.

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12 triggers 14 actions 6 example workflows 2 ready-made templates Unlimited runs

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When this happens in Kylas CRM12 triggers

Do this in Slack14 actions

1. TriggerDeal Created

2. ActionSend Channel Message

When Kylas CRM fires Deal Created, FlowMattic runs Send Channel Message in Slack with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Kylas CRM and Slack workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Alert the sales channel when a new deal is created

The deal name, value and owner post to the sales channel, so managers see the pipeline grow and can help on large deals early.

Deal CreatedSend Channel Message

View the template

DM the owner when a new lead is assigned

A Filter keeps newly created leads, Find User by Email finds the owner in Slack, and the DM gives them the lead's name, source and phone number.

Lead CreatedFilterFind User by EmailSend Direct Message

Tell finance when a quotation goes out

Quotation Created also fires on edits, so a Filter keeps new quotations. Finance sees the customer and amount and can check pricing before the customer replies.

Quotation CreatedFilterSend Channel Message

Remind the rep before each Kylas meeting

Date/Time Formatter works out a time shortly before the meeting starts, and Add Reminder sets a Slack reminder so the rep has time to prepare.

Meeting CreatedDate/Time FormatterAdd Reminder

Send new tasks to the person who owns them

Tasks created in Kylas reach the assignee as a Slack DM with the due date, so follow-ups are seen even by reps who rarely open the CRM.

Task CreatedFind User by EmailSend Direct Message

Add new CRM users to the sales channel

When someone is added as a Kylas user, Invite User To Channel brings them into the sales channel, so new reps are in the conversation from day one.

User CreatedFind User by EmailInvite User To Channel

Set up: new deal alerts

At the end, every new Kylas CRM deal posts its name, value and owner to your sales channel.

Connect Slack
Add the sales team's Slack workspace under Connects in FlowMattic.
Start with Deal Created
Create a workflow with Kylas CRM and Deal Created, then follow the trigger's instructions to add the workflow as a webhook in Kylas.
Create a test deal
Add a deal in Kylas so FlowMattic captures the deal fields.
Post to sales
Add Slack Send Channel Message, choose the channel, map the deal name, value, stage and owner, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

Slack app icon — Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

From Kylas CRM	To Slack
Deal name	Message: deal
Estimated value	Message: value
Pipeline stage	Message: stage
Owner	Message: owner

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Most Kylas triggers fire on create, update and delete. Add a Filter on the event type when you only want new records, or the channel hears about every edit.
Find User by Email needs the owner's email to match in Kylas and Slack. Post to the sales channel when no user is found.
Custom fields in Kylas arrive with your own names, so the mapping above is an example. Capture a real deal before mapping.

Kylas CRM

Integration page

Triggers (12)

Lead CreatedTriggers when a new lead is created, updated, or deleted.
Contact CreatedTriggers when a new contact is created, updated, or deleted.
Deal CreatedTriggers when a new deal is created, updated, or deleted.
Company CreatedTriggers when a new company is created, updated, or deleted.
Product CreatedTriggers when a new product is created or updated.
Note CreatedTriggers when a new note is created or deleted.
Task CreatedTriggers when a new task is created, updated, or deleted.
Quotation CreatedTriggers when a new quotation is created, updated, or deleted.
Meeting CreatedTriggers when a new meeting is created, updated, or deleted.
Call CreatedTriggers when a new call is created, updated, or deleted.
User CreatedTriggers when a new user is created or updated.
Account UpdatedTriggers when an existing account is updated.

Slack

Integration page

Actions (14)

Send Channel MessagePost or Schedule a new message to a specific #channel
Add ReminderAdds a reminder for the user
Create ChannelCreates a new channel
List All ChannelsRetrieve list of all channels
Set Channel TopicSets the topic on a selected channel
Set StatusSets your Slack status to the given text and emoji
Invite User To ChannelInvite an existing User to an existing Channel. You must be a member of the channel to invite someone to it
Find User by EmailFinds a user by matching against their email instead of their username
Find User by IDFinds a user by their ID.
Send Direct MessageSend a direct message to a user or yourself from the Slackbot. Can also schedule a message for later
Send Private Channel MessagePost a new message to a private channel you choose. Can also schedule a message for later
Update ProfileUpdate basic profile fields such as name or title
Find MessageFinds a Slack message using the Slack Search feature
Upload FileUpload file to your slack workplace

Why run this pair with FlowMattic

Kylas CRM and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

The pipeline is visible to all

New deals and quotations appear in Slack, so managers and finance see what is coming without running a report.

Owners hear about their own work

Leads and tasks reach the assigned rep as a DM, which keeps the shared channel for the big moments.

No limit on CRM activity

FlowMattic runs on your WordPress site with unlimited runs, so a busy sales month costs no more than a quiet one.

Common questions

How do I connect Kylas CRM to Slack?

Create a FlowMattic workflow with a Kylas CRM trigger such as Deal Created, add the workflow as a webhook in Kylas, capture a test record, then add Slack Send Channel Message and map the fields.

Why do I get messages when a lead is edited?

Lead Created and most other Kylas triggers also fire on updates and deletes. Add a Filter after the trigger that continues only for the create event.

Can only large deals be posted?

Yes. Add a Filter on the deal value so only deals above your threshold post to the channel, or a Router to send large deals to the sales leadership channel.

Can reps get their meetings as Slack reminders?

Yes. Start with Meeting Created, use Date/Time Formatter to set the reminder time from the meeting start, then add Add Reminder for the rep.

Can call notes reach the deal channel?

Yes. Call Created and Note Created are separate triggers. Post them to the channel for that team, with a Filter if you only want certain call outcomes.

Did not find your answer? You can browse the help center or ask us directly.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Kylas CRM integration 1.0.0, Slack integration 1.0.