Do you know the Capsule CRM and its benefits when we integrate it with your e-commerce store?
Today in this article, we will introduce you how to integrate Capsule CRM with Magento 2.
According to some recent surveys, Capsule CRM is the most effective sofware for Magento 2 store. This is a simple, flexible, and powerful web-based CRM that allows you to keep track of your contacts, your companies, your sales opportunities, and the tasks that you need to complete. In addition, with Capsule, you can also manage all relationships not just customers.
From now on, share your tasks using Capsule, it also allows you to manage your projects by creating and monitoring tasks, assigning your colleagues and controlling the time when the tasks end.
We believe Capsule CRM is a great tool for e-commerce stores. It will make your business more efficient and more convenient by satisfying your customers with value and benefits you can offer to them.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
Save + Continue.
Choose an Action Appfield, choose
Capsule CRMand click on
Select Capsule CRM Actionfield. After selecting, click on
Next, you need to
select Capsule CRM account. Please click on
Connect an Account.
Now, your screen will display as the following image. Next, please enter
Authentication Token that is found on your preferences page, then click on
set up Capsule CRM Contact. Now, please enter all required fields on page, then choose
Capsule CRMsuccessfully. Finally, choose
Finishand set the
name your zapto complete.