Capsule CRM + Zenkit Integration

Connect Capsule CRM to Zenkit - 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. Make use of Zenkit automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Zenkit using Integrately.

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Ready Workflows For Capsule CRM + Zenkit Integration

Just click on the workflow you want to automate

Create Zenkit item for new Capsule CRM person

Capsule CRM + Zenkit Integration

Activate

Create Zenkit item for updated Capsule CRM person

Capsule CRM + Zenkit Integration

Activate

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Create Your Own Capsule CRM & Zenkit Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
Item is created in Zenkit
Triggers the automation whenever a new item is created
Instant
Item value is changed in Zenkit
Triggers the automation whenever an item value changes
Instant
Activity is created in Zenkit
Triggers the automation whenever a new activity is created
Instant
Notification is created in Zenkit
Automatically searches for a collection
Instant

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create item in Zenkit
Automatically generates a new item
Update item in Zenkit
Automatically updates an item with new information
Search item in Zenkit
Automatically searches for a member with
Add comment to item in Zenkit
Automatically adds a comment to a item
Search collection in Zenkit
Automatically locate and retrieve particular item information
Search member in Zenkit

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Integrate Capsule CRM & Zenkit In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Zenkit With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

Zengine is a cloud-based SaaS tool designed to boost the efficiency of grantmakers and nonprofits. It features customizable workflows, built-in data analytics, and powerful reporting tools.

See Zenkit Integrations