Connect KeySender and Capsule CRM to Build Intelligent Automations

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KeySender

When this happens...

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Capsule CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

Request a new Trigger for KeySender

Do thisActions

Action is the task that follows automatically within your KeySender integrations.

Get Databases

Get Databases

Get the list of all databases.

Create Database

Create Database

Create a new Database

Update database

Update database

Update your database details.

Delete Database

Delete Database

delete an existing database.

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

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Frequently Asked Questions

How do I start an integration between KeySender and Capsule CRM?

To start, connect both your KeySender and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in KeySender triggers actions in Capsule CRM (or vice versa).

Can we customize how data from KeySender is recorded in Capsule CRM?

Absolutely. You can customize how KeySender data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between KeySender and Capsule CRM?

The data sync between KeySender and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from KeySender to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between KeySender and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between KeySender and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

KeySender

About KeySender

KeySender is a powerful tool designed to automate the process of sending and managing digital keys and codes. It streamlines the distribution of digital products, ensuring secure and efficient delivery to customers. Ideal for businesses dealing with software licenses, gift cards, and other digital goods, KeySender simplifies the management of digital assets and enhances customer satisfaction.

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Capsule CRM

About Capsule CRM

CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.

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