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CRM & Contacts

When a Kylas CRM deal is created, log it in Google Sheets, notify the team in Slack, then mark the row as tracked

A new Kylas CRM deal is logged in Google Sheets, announced to your team in Slack, and then flagged as tracked back in the sheet — a complete hand-off with zero manual steps.

Kylas CRMKylas CRM Google SheetsGoogle Sheets SlackSlack
~8 min setup used by 2.5k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Kylas CRM → Google Sheets → Slack
4 steps
Kylas CRM
TRIGGER
Kylas CRM · Deal Created
The workflow starts automatically when a new deal is created, updated, or deleted in Kylas CRM. FlowMattic captures that data for the steps below.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
Google Sheets — trigger when a new row is added to the spreadsheet. Data is mapped from earlier steps; connect your Google Sheets account on import.
Slack
ACTION
Slack · Send Channel Message
Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Google Sheets
ACTION
Google Sheets · New Or Updated Spreadsheet Row
Google Sheets — trigger when a row is updated in the spreadsheet. Data is mapped from earlier steps; connect your Google Sheets account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

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