Capsule CRM + Customer Fields

Capsule CRM + Customer Fields integrations

Update Customer Fields when new or updated contacts occur in Capsule CRM

Effortlessly manage and update your customer data with this Capsule CRM and Customer Fields integration. With this workflow, every time a new or updated contact appears in Capsule CRM, their information will be updated in the Customer Fields app. This ensures your customer records stay accurate and up-to-date, making it easier to maintain seamless communication and customer satisfaction.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Update CustomerUpdate a customer by ID.
ActionWrite

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More things you can do with Capsule CRM and Customer Fields

Discover other triggers and actions you can use with Capsule CRM and Customer Fields

- 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
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Form
  Required
Trigger
Instant
Try It
- Event name
  Required
- Event detail keys
Trigger
Instant
Try It
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data_column_notice
- Add to form (ID)
Action
Write
- Customer ID
  Required
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data_column_notice
- Add to form (ID)
Action
Write
- Search field
  Required
- Search value
  Required
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data_column_notice
- Add to form (ID)
Action
Search or 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
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Segment
  Required
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Customer ID
  Required
Action
Write
- Search field
  Required
- Search value
  Required
Action
Search

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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Related categories

CRM (Customer Relationship Management)

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About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Related Zap Templates

Create customers in Customer Fields for new or updated contacts in Capsule CRM

Create new Capsule CRM contacts from new Customer Fields form submissions