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Capsule CRM + Chekkit

Capsule CRM + Chekkit

Capsule CRM + Chekkit integrations

Create new Chekkit customers from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts and Chekkit customers in sync with this efficient workflow. Whenever a contact is added or updated in Capsule CRM, this automation will create a new customer in Chekkit, ensuring your data is always up-to-date between both platforms. Spend less time manually transferring contacts and focus on growing your business.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
  2. automatically do this!
    Create a New Customer
    Create a New Customer
    Create a New CustomerCreate a new customer (and optional message) in Chekkit.
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More things you can do with Capsule CRM and Chekkit

Discover other triggers and actions you can use with Capsule CRM and Chekkit

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • Currency
    • Duration Basis
    • Owner
    • Track
    • Tags
    Action
    Write
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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chekkit logo
About Chekkit
Chekkit is a review management and messaging tool for local business.
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