Capsule CRM + KonnektiveCRM

Create partial orders in KonnektiveCRM for new or updated contacts in Capsule CRM

Effortlessly maintain an organized sales funnel with this Capsule CRM to Konnektive CRM automation workflow. Whenever a contact is added or updated in Capsule CRM, this integration automatically creates a partial order in Konnektive CRM, ensuring your customers' information is up-to-date across both platforms. Save time and streamline your CRM management with this seamless workflow.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Partial OrderCreates New Leads.
ActionWrite

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More things you can do with Capsule CRM and KonnektiveCRM

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

- 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
- Campaign
- Order Type
- Upsell
- Campaign Product Id
Trigger
Polling
Try It
- Campaign
  Required
- Email Address
  Required
- Phone Number
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Address 2
- Ship City
- Ship Country
- Ship State
- Ship Zip Code
- Contact Opt In
- Email Opt In
- Marketing Opt In
Action
Write
- Campaign
  Required
- Session Id
- Quality Assurance
- Phone Number
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Street Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Product
  Required
- Product Quantity
- Product Price
- Product Ship Price
- Product 2
- Product 2 Quantity
- Product 2 Price
- Product 2 Ship Price
- Product 3
- Product 3 Quantity
- Product 3 Price
- Product 3 Ship Price
- Shipping Information
  Required
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Street Address 2
- Ship Country
- Ship State
- Ship City
- Ship Zip Code
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Contact Opt In
- Email Opt In
- Marketing Opt In
Action
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
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Transaction Type
  Required
- Product
Trigger
Polling
Try It
- Campaign
  Required
- Quality Assurance
- Phone Number
  Required
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Street Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Shipping Information
  Required
- Product Id
  Required
- Product Quantity
- Product Price
- Product Ship Price
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Street Address 2
- Ship City
- Ship Country
- Ship State
- Ship Zip Code
- Contact Opt In
- Email Opt In
- Marketing Opt In
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.

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About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

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