Capsule CRM + Kulea

Create new Kulea contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and Kulea contacts up-to-date with this seamless workflow. When there's a new or updated contact in Capsule CRM, this automation will create a new Kulea contact with the same information. Stay organized and maintain consistent customer data across both platforms without any manual effort.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create New Contact
Create Kulea Contact.
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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Email Bounced Event
Triggers when an email is bounced NB: This reports only 'hard' (permanent) bounces. If you prepend the Email Link field with "https://{account}.prod.kulea.marketing/email/" then you will have the full link to the email from which the contact unsubscribed. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Scheduled
Try It
File Downloaded Event
Triggers when a file is downloaded. If you prepend "https://{account}.prod.kulea.marketing/" then you will have the link to the download. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Scheduled
Try It
Landing Page Visit Event
Triggers when a Landing Page is visited by a contact. If you prepend the Description field with "https://{account}.prod.kulea.marketing/pages/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Scheduled
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- Date From
- Search Text
Trigger
Scheduled
Try It
Webpage Visit
Triggers when a contact visits a webpage. The link to the page visited is in the Description field.
Trigger
Scheduled
Try It
- EmailRequired
Action
Search

- 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Unsubscribe
Triggers when a contact unsubscribes. If you prepend "https://{account}.prod.kulea.marketing/email/" in the Email link field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Scheduled
Try It
Email Opened Event
Triggers when an email is opened by a contact. The link to the email is partially contained in the Email Link field. If you prepend "https://{account}.prod.kulea.marketing/email/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Scheduled
Try It
Form Completed
Triggers whenever a Form is completed by the contact. If you prepend "https://{account}.prod.kulea.marketing/pages/" to the Description field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Scheduled
Try It
Link Clicked Event
Triggers when a contact clicks on a link in an email. The link clicked is contained within the Link Click field - you may want to extract the url in another step using Zapier Transform>Text>Extract URL
Trigger
Scheduled
Try It
- Date From
- Search Text
Trigger
Scheduled
Try It
- EmailRequired
- Forename
- Surname
Action
Write
- EmailRequired
- Forename
- Surname
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 more Help

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About Kulea

Kulea is a marketing automation and personalisation platform build for SMEs.

Help

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Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Capsule CRM + Kulea

Create new Kulea contacts from new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Email Bounced Event

File Downloaded Event

Landing Page Visit Event

New or Updated CRM Data

Date From

Search Text

Webpage Visit

Find Contact

EmailRequired

New or Updated Opportunity