Capsule CRM + Magento 2.X
Create contacts in Capsule CRM for new orders in Magento 2.X
Boost your business efficiency with this dynamic workflow. Whenever a new order is placed through your Magento 2.X platform, the customer details are effortlessly transferred into Capsule CRM. This seamless process not only saves valuable time but also ensures your CRM is always up-to-date, enhancing your customer management and engagement strategies. Improve your productivity and keep your contacts organized with this handy automation.
Boost your business efficiency with this dynamic workflow. Whenever a new order is placed through your Magento 2.X platform, the customer details are effortlessly transferred into Capsule CRM. This seamless process not only saves valuable time but also ensures your CRM is always up-to-date, enhancing your customer management and engagement strategies. Improve your productivity and keep your contacts organized with this handy automation.
- When this happens...New Order
Triggers when a new order is created (with line item support).
- automatically do this!Create Contact
Creates a new Person or Organisation.
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New Product
Triggers when a new product is created.
Try ItNew Order
Triggers when a new order is created (with line item support).
Try ItNew Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
Try ItEmailRequired
First NameRequired
Last NameRequired
Middle Name
PasswordRequired
Prefix
Suffix
Gender
Date Of Birth
Default Billing Address
Default Shipping Address
Tax or VAT number
Group ID
Store ID
Website ID
New Customer
Triggers when a new customer is created.
Try ItNew Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
Try ItNew Sales Order Shipment
Triggers when a new sales order is created (with line item support).
Try ItOrder IDRequired
Order Comment
Should Customer be Notified?
Should Comment be Visible on front?
