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Capsule CRM + Kommo

Update Kommo notes when new or updated Capsule CRM contacts appear

Keep your Capsule CRM contacts' notes updated in Kommo without any manual effort. With this workflow, whenever a new or updated contact is detected in Capsule CRM, their relevant note will be updated in Kommo. Stay organized and maintain up-to-date communication details for your contacts, making it easier to manage customer relationships.

Keep your Capsule CRM contacts' notes updated in Kommo without any manual effort. With this workflow, whenever a new or updated contact is detected in Capsule CRM, their relevant note will be updated in Kommo. Stay organized and maintain up-to-date communication details for your contacts, making it easier to manage customer relationships.

  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!
    KommoKommo
    Update Note

    Updates a note.

    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
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)

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About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

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