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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.

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.

  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!
    KonnektiveCRMKonnektiveCRM
    Create Partial Order

    Creates New Leads.

    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

    • 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 KonnektiveCRM

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

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