The account's description, which contains notes or important details about this account

The fiscal year end or budget date of the account

The account owner's email address, which should be a valid Kapta user. If left blank the authorized users will be used.

The contact's Contact ID from the external source

Kapta is a CRM that is the tool your Account Management team needs to drive growth and retention with your existing clients.

Kapta

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

Kapta Integrations

Kapta Help & Support

About Kapta

Related categories

Similar apps

Zapier Interfaces