Capsule CRM + Kit

Add subscribers to Kit forms for new or updated opportunities in Capsule CRM

Effortlessly nurture your leads in Capsule CRM by adding them to your Kit subscriber list with this simple workflow. Upon detecting a new or updated opportunity in Capsule CRM, the automation will enroll the associated contact into a selected form in your Kit account. This helps you to seamlessly engage with potential customers, while ensuring up-to-date and relevant communication throughout your sales process.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Subscriber to Form
Subscribe someone to a specific form.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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- TagRequired
Trigger
Instant
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- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
- Subscriber State
Action
Write
- SequenceRequired
- EmailRequired
- First Name
- Subscriber State
Action
Write
- Subscriber IDRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- FormRequired
Trigger
Instant
Try It
- SequenceRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
Try It
New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
Try It
- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
- First Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
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.

Learn more

Related categories

CRM (Customer Relationship Management)

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About Kit

Kit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Learn more

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Drip Emails

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Related Zap Templates

Create new Capsule CRM contacts from new Kit form subscribers

Capsule CRM + Kit

Add subscribers to Kit forms for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Purchase

New Subscriber

Tag Removed From Subscriber

Add Subscriber to Form

Add Subscriber to Sequence

Remove Tag From Subscriber

Find Subscriber

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Form Subscriber

New Sequence Subscriber

Subscriber Added to Tag

New Unsubscribe

Create or Update Purchase

Add Tag to Subscriber

API Request (Beta)

About Capsule CRM

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About Kit

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