Capsule CRM + Authorize.Net Integration

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Authorize.Net + Capsule CRM Integration

Create Capsule CRM opportunity from new Authorize.Net transaction

If you use Authorize.Net to process payments, you can now use this integration to create opportunity in Capsule CRM right from the transaction screen.

This will save you time by automatically creating a opportunity for each transaction made through Authorize.Net. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Authorize.Net + Capsule CRM Integration

Create Capsule CRM person from new Authorize.Net transaction

If you've been using Authorize.Net to power your online payments, you'll be happy to know that integration with Capsule CRM will make it even easier for you to keep track of your payments and person.

With this integration, when a transaction is added in Authorize.Net, a person will automatically be created in Capsule CRM. This makes it easy to keep track of your payments and person data all in one place.

So if you're already using Authorize.Net and Capsule CRM, be sure to check it out!
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Authorize.Net + Capsule CRM Integration

Create Capsule CRM task for new Authorize.Net transaction

If you're using Authorize.Net to process your payments, you can easily create task in Capsule CRM for each transaction. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each transaction will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Authorize.Net and Capsule CRM accounts, and we'll take care of the rest!
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Capsule CRM + Authorize.Net Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Authorize.Net
    Transaction is occurred in Authorize.Net Instant
  • Authorize.Net
    Transaction is declined in Authorize.Net Instant
  • Authorize.Net
    Customer is created in Authorize.Net Instant
  • Authorize.Net
    Customer is updated in Authorize.Net Instant
  • Authorize.Net
    Subscription is created in Authorize.Net Instant
  • Authorize.Net
    Subscription is updated in Authorize.Net Instant
  • Authorize.Net
    Subscription is cancelled in Authorize.Net Instant
  • Authorize.Net
    Transaction is refunded in Authorize.Net Instant
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Authorize.Net
    Create customer in Authorize.Net
  • Authorize.Net
    Search customer in Authorize.Net
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