Capsule CRM + Kajabi + Xero Integrations

How to connect Capsule CRM + Kajabi + Xero

Zapier lets you send info between Capsule CRM and Kajabi and Xero automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Capsule CRM + Kajabi + Xero

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Capsule CRM, Kajabi, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write

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How Capsule CRM + Kajabi + Xero Integrations Work

  1. Step 1: Authenticate Capsule CRM, Kajabi, and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

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  • CRM (Customer Relationship Management)

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kajabi logo
kajabi logo

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Help

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  • eCommerce

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xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn moreHelp

Related categories

  • Accounting

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