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Capsule CRM + Customer Fields

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.

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.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Customer FieldsCustomer Fields
    Update Customer

    Update a customer by ID.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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customer-fields logo
customer-fields logo

About Customer Fields

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

Related categories