Capsule CRM + Klaviyo

Add or update Capsule CRM contacts to automatically profile lists in Klaviyo

Easily stay on top of your customer communication with this efficient workflow. Whenever a contact is added or updated in your Capsule CRM, their profile will be promptly added to a selected list in Klaviyo. Perfect for businesses that desire a streamlined, automatic process to maintain engagement with their continuously expanding client base.

Easily stay on top of your customer communication with this efficient workflow. Whenever a contact is added or updated in your Capsule CRM, their profile will be promptly added to a selected list in Klaviyo. Perfect for businesses that desire a streamlined, automatic process to maintain engagement with their continuously expanding client base.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Add Profile to List

    Adds an existing profile to a list

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    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

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  • Marketing Automation

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