Capsule CRM + Klaviyo

Create opportunities in Capsule CRM when new profiles are added to a segment or list in Klaviyo

Streamline your management process with Klaviyo and Capsule CRM. Every time a new profile is added to a list or segment in Klaviyo, an opportunity is immediately created in Capsule CRM. This automation not only saves you time from manual entries but also ensures no potential leads are overlooked. Keep your customer relationship management streamlined, updated, and primed for seizing new sales opportunities.

Streamline your management process with Klaviyo and Capsule CRM. Every time a new profile is added to a list or segment in Klaviyo, an opportunity is immediately created in Capsule CRM. This automation not only saves you time from manual entries but also ensures no potential leads are overlooked. Keep your customer relationship management streamlined, updated, and primed for seizing new sales opportunities.

  1. When this happens...
    KlaviyoKlaviyo
    Profile added to Segment or List

    Triggers when a Profile is added to a Segment or to a List.

    TriggerPolling
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

    • Audience Type

    Trigger
    Polling
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • TagRequired

    • SegmentRequired

    Action
    Write
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    • SMS Subscription Type

    Action
    Write
capsulecrm logo
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 more

Related categories

  • CRM (Customer Relationship Management)

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klaviyo logo
klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn more

Related categories

  • Marketing Automation

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