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Capsule CRM + Kartra

Update Kartra leads with new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts and Kartra leads up to date with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, the connected lead in Kartra will be edited accordingly. Save time and maintain accuracy across both platforms by automating this essential task.

Effortlessly keep your Capsule CRM contacts and Kartra leads up to date with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, the connected lead in Kartra will be edited accordingly. Save time and maintain accuracy across both platforms by automating this essential task.

  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!
    KartraKartra
    Edit Lead

    Edit an existing lead from your Kartra account.

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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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kartra logo
kartra logo

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

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