Integration of Capsule CRM with Magento (Adobe Commerce)

Connection Details

Customer management Customer Relationship Managment (CRM) E-commerce Content management systems (CMS) Online website builder

Create new contacts, opportunities, and sales tracks, automatically from your Magento webshop.

Features Capsule CRM
Use Capsule to keep track of customers that request a quote from your Magento webshop via the Magento Quotation Manager (Cart2Quote). Use this Add-on to synchronize Quote Request from your Magento with Opportunities in your Capsule account.

Add Magento Customers to Capsule
Customers requesting a quote via your Magento store will be added as a contact in Capsule.

Sync Magento Quote Requests with Capsule
Magento Quotation Requests will be synced automatically with Capsule by adding or updating an opportunity.

Create Magento Quotation Tracks
Create a dedicated Capsule track for Quote Requests via Magento and link Statuses to Probabilities and Milestones.

Mapping of Magento Sales representatives
Capsule will sync the sales rep assigned to the Magento Quote with the mapped Capsule User.

Integration of Capsule CRM with Magento (Adobe Commerce)

Integration of Capsule CRM with Magento (Adobe Commerce)

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