Capsule CRM + Klaviyo

Capsule CRM + Klaviyo integrations

Create projects in Capsule CRM for new Klaviyo events

Effortlessly manage your marketing events and CRM projects with this seamless automation. When a new event is added in Klaviyo, a project will be created in Capsule CRM, making sure your team is up to date with all the latest marketing activities and can track their progress effectively. Save time and improve efficiency with this streamlined workflow between Klaviyo and Capsule CRM.

When this happens...
New EventTriggers on a new event. Optional filtering by metric.
TriggerPolling
automatically do this!
Create ProjectCreates a new Project.
ActionWrite

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More things you can do with Klaviyo and Capsule CRM

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

- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- Tag
  Required
- List
  Required
Action
Write
- List Name
  Required
Action
Write
- Metric
  Required
- Email Address
  Required
- Event_id
- Value
- Time
- Custom Event Properties
Action
Write

- Tag
  Required
- List
  Required
Action
Write
- Campaign ID
  Required
Action
Write

- List
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Write
- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
Action
Write
- Name
  Required
- Channel
  Required
- Status
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- 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

- Audience Type
Trigger
Polling
Try It
- Profile ID
  Required
- List
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- Consent to subscribe to Channel
- SMS Subscription Type
Action
Write
- List
  Required
- Profile ID
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Profile Id
  Required
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
Action
Write
- Identifiers_note
- Profile ID
- Email
- Phone_number
- Consent_note
- Consent to subscribe to Channel
  Required
- SMS Subscription Type
- List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
- First_name
- Last_name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Search or write
- 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

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 Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Learn moreLearn moreHelpHelp

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Marketing Automation

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Capsule CRM + Klaviyo

Capsule CRM + Klaviyo

Create projects in Capsule CRM for new Klaviyo events

More things you can do with Klaviyo and Capsule CRM

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