Capsule CRM + Customer Fields

Capsule CRM + Customer Fields integrations

Create new Capsule CRM contacts from new Customer Fields form submissions

Easily streamline your customer management process with this efficient workflow. Whenever a new form submission occurs in the Customer Fields app, a contact will be created within the Capsule CRM app. This automation saves you time by eliminating manual data entry, ensuring all your customer information is updated and organized in real time.

When this happens...
New Form SubmissionTriggers when a customer submits a form.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with Customer Fields and Capsule CRM

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

- Segment
  Required
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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- Customer ID
  Required
Action
Write
- Search field
  Required
- Search value
  Required
Action
Search

- 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
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- 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

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)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

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