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Capsule CRM + Katana

Create Katana customers from new or updated Capsule CRM opportunities

Effortlessly keep your Capsule CRM opportunities and Katana customer data in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding customer will be created in Katana, ensuring your customer information remains consistent across both platforms. Save valuable time and maintain accurate records with this easy-to-use integration.

Effortlessly keep your Capsule CRM opportunities and Katana customer data in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding customer will be created in Katana, ensuring your customer information remains consistent across both platforms. Save valuable time and maintain accurate records with this easy-to-use integration.

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

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    KatanaKatana
    Create Customer

    Creates a customer.

    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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About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
Learn more

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