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Capsule CRM + Klenty

Start cadences in Klenty for new or updated opportunities in Capsule CRM

Stay on top of your sales pipeline with this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, it will trigger a start cadence action in Klenty, ensuring prompt engagement with prospects. Save time and enhance your customer relationships by simplifying these tasks with smart automation.

Stay on top of your sales pipeline with this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, it will trigger a start cadence action in Klenty, ensuring prompt engagement with prospects. Save time and enhance your customer relationships by simplifying these tasks with smart automation.

  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!
    KlentyKlenty
    Start Cadence

    Triggers when a cadence is started in Klenty.

    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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klenty logo

About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

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