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  • Capsule CRM logoCapsule CRM logo

ActiveCampaign + Capsule CRM

Add notes to ActiveCampaign contacts for new or updated opportunities in Capsule CRM

Stay organized and informed with this Capsule CRM and ActiveCampaign integration that creates contact notes for every new or updated opportunity in Capsule CRM. The moment an opportunity is added or modified in Capsule CRM, this workflow quickly generates a corresponding note in ActiveCampaign, ensuring all pertinent information is documented. This streamlined process enables sales and marketing teams to remain in sync and enhances overall customer management.

Stay organized and informed with this Capsule CRM and ActiveCampaign integration that creates contact notes for every new or updated opportunity in Capsule CRM. The moment an opportunity is added or modified in Capsule CRM, this workflow quickly generates a corresponding note in ActiveCampaign, ensuring all pertinent information is documented. This streamlined process enables sales and marketing teams to remain in sync and enhances overall customer management.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Contact Note

    Adds new contact note.

    ActionWrite
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Supported triggers and actions

    • 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
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Related categories

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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.
Triggers & Actions