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Capsule CRM + Kustomer

Update Kustomer customers when new or updated opportunities arise in Capsule CRM

Effortlessly keep your customer information up-to-date with this seamless workflow between Capsule CRM and Kustomer. Whenever a new or updated opportunity arises in Capsule CRM, this automation will update the corresponding customer details in Kustomer, ensuring a streamlined process for maintaining accurate information across your sales and support platforms. Enhance your customer relationship management and save valuable time with this efficient integration.

Effortlessly keep your customer information up-to-date with this seamless workflow between Capsule CRM and Kustomer. Whenever a new or updated opportunity arises in Capsule CRM, this automation will update the corresponding customer details in Kustomer, ensuring a streamlined process for maintaining accurate information across your sales and support platforms. Enhance your customer relationship management and save valuable time with this efficient integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    KustomerKustomer
    Update Customer

    Update an existing customer in Kustomer

    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
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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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kustomer logo

About Kustomer

Kustomer is a powerful omnichannel customer service solution.

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