Capsule CRM + Kustomer

Update Kustomer customers when Capsule CRM contacts are new or updated

Keep your customer information up-to-date across platforms with this seamless workflow. When a new or updated contact is detected in Capsule CRM, their information is instantly sent to Kustomer to update the corresponding customer record. This automation ensures that your customer data is always current and consistent, saving you time and reducing the risk of errors.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Update Customer
Update an existing customer in Kustomer
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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

- 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
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Message Updated
Triggers when a message is updated.
Trigger
Instant
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- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- NameRequired
- Display Name
- EmailRequired
- User Type
- User RoleRequired
Action
Write
- IDRequired
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- Email
- Phone #
- Kustomer ID
- External ID
Action
Search
- Conversation ID
- Conversation External ID
- Customer IDRequired
- Conversation Name
- Conversation Status
- External ID
Action
Search or write
- Kustomer ID
- EmailRequired
- NameRequired
- Display Name
- User Type
- User RoleRequired
Action
Search or 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
- 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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Message Created
Triggers when a new message is created.
Trigger
Instant
Try It
- Customer IDRequired
- Conversation Name
- Conversation Status
- External ID
Action
Write
- Conversation IDRequired
- Note Text
Action
Write
- Conversation IDRequired
- Conversation Status
- Conversation Name
- External ID
Action
Write
- Conversation ID
- Conversation External ID
- Customer ID
Action
Search
- Kustomer ID
- Email
Action
Search
- Email
- Phone #
- Kustomer ID
- External ID
- Name
- Type
- Email
- Type
- Phone Number
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 Kustomer

Kustomer is a powerful omnichannel customer service solution.

Learn more

Related categories

Customer Support

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Capsule CRM + Kustomer

Update Kustomer customers when Capsule CRM contacts are new or updated

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)

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

Conversation Updated

Customer Updated

Message Updated

Create Customer

Name

Type

Email

Type

Phone Number

External ID

Create User