Capsule CRM + Shopify

Create orders in Shopify for new or updated opportunities in Capsule CRM

Enhance your sales strategy with this efficient workflow. When an opportunity emerges or is updated in Capsule CRM, it swiftly creates an order in Shopify. This integration allows real-time sales tracking, ensuring that no opportunities slip through the cracks. Leverage this intelligent solution for a seamless blend of your sales and order management processes.

Enhance your sales strategy with this efficient workflow. When an opportunity emerges or is updated in Capsule CRM, it swiftly creates an order in Shopify. This integration allows real-time sales tracking, ensuring that no opportunities slip through the cracks. Leverage this intelligent solution for a seamless blend of your sales and order management processes.

  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!
    ShopifyShopify
    Create Order

    Triggers when a new purchase is made (of any order status).

    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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shopify logo
shopify logo

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Learn more

Related categories

  • eCommerce