Capsule CRM + Klenty Integration

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Capsule CRM + Klenty Integration

Create Klenty contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Klenty 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 contact will automatically be created in Klenty.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Capsule CRM + Klenty 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
  • Klenty
    Link is clicked in Klenty Instant
  • Klenty
    Email is opened in Klenty Instant
  • Klenty
    Email is bounced in Klenty Instant
  • Klenty
    Reply is received in cadence in Klenty Instant
  • Klenty
    Prospect is sent to webhook in Klenty Instant
  • Klenty
    Cadence is completed in Klenty Instant
  • Klenty
    First reply is received in cadence in Klenty Instant
  • Klenty
    Cadence is started in Klenty Instant
  • Klenty
    Prospect has unsubscribed in Klenty 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
  • Klenty
    Create prospect in Klenty
  • Klenty
    Update prospect in Klenty
  • Klenty
    Search prospect in Klenty
  • Klenty
    Change prospect status to 'do-not-contact' in Klenty
  • Klenty
    Unsubscribe prospect in Klenty
  • Klenty
    Start cadence in Klenty
  • Klenty
    Stop cadence in Klenty
  • Klenty
    Resume cadence in Klenty
  • Klenty
    Revert prospect status from 'do-not-contact' in Klenty
  • Klenty
    Stop mails to prospect in Klenty
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