Capsule CRM + Kartra Integration

Connect Capsule CRM to Kartra - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Kartra automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Capsule CRM + Kartra integration.

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Ready Workflows For Capsule CRM + Kartra Integration

Just click on the workflow you want to automate

Create Kartra lead for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Kartra to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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Update Kartra contact from new Capsule CRM person

Capsule CRM + Kartra Integration

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Unsubscribe a lead from a list in Kartra for Opportunity is created in Capsule CRM

Capsule CRM + Kartra Integration

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Create Capsule CRM person for new Kartra optin form response

When someone completes your Kartra, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Kartra - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.

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Create Capsule CRM person from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Kartra with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

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Create Capsule CRM task for new Kartra optin form response

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new Kartra optin form responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new Kartra optin form response received today - your customers will thank you for it!

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Create Capsule CRM opportunity for new Kartra optin form response

Integrating your Capsule CRM with your Kartra, can help you automatically create new opportunitys based on optin form responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Kartra - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

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