Integrate Capsule CRM with Klenty
Send information between Capsule CRM and Klenty automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Klenty using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Stop cadence
Stops any cadence for the specified email address
Update prospect
Updates the details of an existing prospect
Resume cadence
Resumes a paused cadence for the specified email address
Stop all emails to prospect
Stops all emails scheduled for the specified prospect
Start cadence
Starts a cadence for the specified email address
Unsubscribe prospect
Unsubscribes the specified prospect from all emails
Create prospect
Creates a new prospect
Fetch prospect
Fetches the details of an existing prospect by email address
What is Capsule CRM?
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