Capsule CRM + Kustomer

Capsule CRM + Kustomer integrations

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.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Update CustomerUpdate an existing customer in Kustomer
ActionWrite

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More things you can do with Capsule CRM and Kustomer

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

- 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
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Message Updated
Triggers when a message is updated.
Trigger
Instant
Try It
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- Name
  Required
- Display Name
- Email
  Required
- User Type
- User Role
  Required
Action
Write
- ID
  Required
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- Email
- Phone #
- Kustomer ID
- External ID
Action
Search
- Conversation ID
- Conversation External ID
- Customer ID
  Required
- Conversation Name
- Conversation Status
- External ID
Action
Search or write
- Kustomer ID
- Email
  Required
- Name
  Required
- Display Name
- User Type
- User Role
  Required
Action
Search or 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
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Message Created
Triggers when a new message is created.
Trigger
Instant
Try It
- Customer ID
  Required
- Conversation Name
- Conversation Status
- External ID
Action
Write
- Conversation ID
  Required
- Note Text
Action
Write
- Conversation ID
  Required
- 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.

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About Kustomer

Kustomer is a powerful omnichannel customer service solution.

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Customer Support

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Update Kustomer customers when Capsule CRM contacts are new or updated

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Update Kustomer customers when Capsule CRM contacts are new or updated