Loading

Capsule CRM + KEYZY

Create trials in KEYZY for new or updated contacts in Capsule CRM

Effortlessly manage your Capsule CRM contacts and KEYZY trials with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, a trial will be created in the KEYZY app, streamlining your customer onboarding process and ensuring no one slips through the cracks. Enhance your productivity and save valuable time with this seamless integration.

Effortlessly manage your Capsule CRM contacts and KEYZY trials with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, a trial will be created in the KEYZY app, streamlining your customer onboarding process and ensuring no one slips through the cracks. Enhance your productivity and save valuable time with this seamless integration.

  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!
    KEYZYKEYZY
    Create Trial

    Creates a Trial License

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
keyzy logo
keyzy logo

About KEYZY

KEYZY is a software licensing service that monetize software

Related categories