Capsule CRM + Kajabi
Initiate new projects in Capsule CRM each time a purchase is made in Kajabi
Seamlessly manage your customer relationships and projects with this workflow. When a new purchase is made in Kajabi, a corresponding project is immediately created in Capsule CRM. This process helps you efficiently track customer engagements and streamlines your project management.
Seamlessly manage your customer relationships and projects with this workflow. When a new purchase is made in Kajabi, a corresponding project is immediately created in Capsule CRM. This process helps you efficiently track customer engagements and streamlines your project management.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create Project
Creates a new Project.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
Similar apps
Highrise
CRM (Customer Relationship Management)
Streak
CRM (Customer Relationship Management)
Insightly
CRM (Customer Relationship Management)About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
