Capsule CRM + Kit

Capsule CRM + Kit integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Subscriber to FormSubscribe someone to a specific form.
ActionWrite

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More things you can do with Capsule CRM and Kit

Discover other triggers and actions you can use with Capsule CRM and Kit

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- 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
Try It
New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Form
  Required
- Email
  Required
- First Name
- Optin to Sequence
- Subscriber State
Action
Write
- Sequence
  Required
- Email
  Required
- First Name
- Subscriber State
Action
Write
- Subscriber ID
  Required
- Tag
  Required
Action
Write
- EmailAddress
  Required
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Form
  Required
Trigger
Instant
Try It
- Sequence
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
Try It
- Transaction ID
  Required
- Email
  Required
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product name
  Required
- Product ID
  Required
- Product SKU
- Product price
- Product quantity
Action
Write
- Tag
  Required
- Email
  Required
- First Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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 moreLearn moreHelpHelp

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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.

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Create new Capsule CRM contacts from new Kit form subscribers